Growth, Expansion & Transition
Evolution of Your Business
Now it’s your time.
Succession / M&A Support
Our Advisor Succession Program (ASP) allows advisors to extract value out of their business, including monetizing part of their revenue while maintaining autonomy and control, acquiring other advisor books, or fully transitioning their book to another advisor when they are ready to retire.
Growth Through Acquisition
Growth isn’t what it used to be. Seminars, cold calling, or even professional referral programs don’t yield the benefits they once could. How can today’s advisors succeed without traditional growth opportunities?
We think the window of opportunity for acquiring books from retiring advisors has never been greater. The average U.S. advisor is over 50. According to research made available through LPL Financial, nearly one-third of advisors fall into the 55 to 64 age range and fewer young advisors are entering the business. The next few years are viewed by many as the opportunity of a lifetime for advisors intent on growth. Practice Acquisition support is a shared resource for everyone in our partnership.
Retire On Your Own Terms
Retiring isn’t what it used to be. Advisors spend their entire careers building an annuity stream for their families only to face the prospect of practically giving it away while being shown the door. How can today’s successful advisors retire on more favorable terms while having the opportunity to continue the work they love?
The solution to these challenges exists uniquely in the independent channel because here you have an open market for selling your practice and you can determine if you want to continue the work you enjoy. Helping you structure the retirement you want is a shared resource available to all advisors in our partnership.
We aim to give independent advisory practices a better way to serve clients through a platform that provides access to various capabilities and resources, including investments, custody, technology, research, and more.
Helping you structure the retirement you want.
What’s Happening at NewEdge
NewEdge Advisors recently announced that Alex Goss, Co-Founder and Co-CEO of NewEdge Advisors, is among the presenters at Echelon Deal & Dealmakers Summit in California.
NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that the firm is on pace to exceed last year’s record recruitment and asset growth numbers.
NewEdge Capital Group Leaders and Firms Named Finalists in Several WealthManagement.com Industry Awards Categories
NewEdge Capital Group announced today that its leaders and firms have been named finalists in four categories of WealthManagement.com’s industry awards.
NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.