Alicia McIlhinney

"Kestra leadership is always available to advisors, so you can stop them in the hallway for an event, send them a quick email, and they're here to truly hear our concerns." Watch Michelle Bender, President & Senior Financial Advisor at Potomac Financial Consultants, discuss how joining Kestra Financial has elevated their firm to new heights.

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What is Direct Indexing? Who is a Good Fit for Direct Indexing? What are the Benefits and Drawbacks of Direct Indexing? Read our blog to find out the answer to these questions. #DirectIndexing #Investing https://lnkd.in/gdumjtjV

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What is Direct Indexing? Who is a Good Fit for Direct Indexing? What are the Benefits and Drawbacks of Direct Indexing? Read our blog to find out the answer to these questions. #DirectIndexing #Investing https://lnkd.in/gdumjtjV

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The Model Marketplace is one of the most powerful features at Altruist, but most advisors don’t understand it—or have misconceptions about it. In this series, we’re addressing common myths and sharing the facts to help advisors make the most of this tool. Today’s focus: strategy variety. Hit the link below to learn more 👇🏼 https://lnkd.in/eg9BF4c7

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Based on findings from FUSE’s recently published Alternative Products: The Advisor View report, Michael Evans elaborates on the expected shift in alternative product usage among financial advisors with Steve Randall from Investment News. 

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We recently launched a new Structured Investments Lifecycle Management Tool to help advisors:  ✔️ Easily track upcoming call and maturity events within your portfolios  ✔️ Simply customize the desired timeframe for tracking events in a calendar view  ✔️ Quickly filter and analyze the allocations for each product  To learn more about our all-in-one, configurable calendar view, be sure to check out our latest release notes: https://lnkd.in/eE-YA3gT #fintech #investing #structurednotes

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💡 Financial Acuity or Immediate Gratification? ⏱️ When looking at postpaid options like buy now, pay later, it's clear that consumers seeking immediate gratification will gravitate toward this route. However, the prepayment market presents a fascinating, largely untapped opportunity, especially for the many consumers who currently cannot access these options. Our mission at LayUp is to find and develop innovative ways to better serve these consumers, helping them create longer, more sustainable financial cycles. We fulfil our purpose by empowering consumers to save systematically for worthwhile goals rather than resorting to credit and incurring unwarranted debt. Watch as LayUp Technologies founder and CEO Andrew Katzwinkel discusses a future roadmap for financial inclusion on How Would You Build It: https://bit.ly/4dCfDYk

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Check out Chad Olivier, CFP®, on Kerry Lutz's Financial Survival Network Podcast! He shares valuable insights on the tricks and trades of stocks, cryptos, and more. You don't want to miss this one! ⭐🗣️💼 https://lnkd.in/ef8dpYkG *All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.Cetera does not offer any direct investments, endorsement, or advice as it relates to Bitcoin or any crypto currency. This is for information purposes only. The return and principal value of bonds fluctuate with changes in market conditions. If bonds are not held to maturity, they may be worth more or less than their original value.

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The RIA industry is facing a shift: more advisors are retiring than entering the profession. Whether it’s an internal transition, finding an external successor, or exploring a merger or sale, planning ahead is key to ensuring your legacy. In this video, Harris Baltch, Head of Dynasty’s Investment Bank, explains that if you’re not thinking about your succession plan, now is the time to start. If you’re interested in succession planning and need guidance from an experienced team, visit DynastyInvestmentBank.com. *Dynasty’s Investment Bank is operated through Dynasty's wholly owned subsidiary Dynasty Securities LLC (“Dynasty Securities”) is a U.S. registered broker-dealer and member FINRA/SIPC. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership

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What does philanthropy mean to you? Share in the comments! For more insights into the practical and financial aspects of giving, check out the full recap of the webinar at https://buff.ly/4ca0PP6 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

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⁠As you evaluate portfolio exposure and seek ways to manage risk, consider the benefits of direct lending as a strategy to help enhance yield and reduce volatility. We are proud of our performance in 2024 and our track record of delivering differentiated outcomes for clients over the past five years. Learn more about how we can support your investment goals. Contact us today: https://hubs.li/Q0318_c60 #ForumInvestmentGroup #DirectLending #PortfolioStrategy #InvestmentSolutions

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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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Given today's frequent changes and fluctuations in the financial services industry, institutions need to prioritize settling in a confident strategic direction ❕❕❕ Led by Ryan Henley of Stifel Financial Corp. join us to explore a range of strategic alternatives that will touch on every aspect of the balance sheet, including loan & investment portfolios, deposits/funding portfolios and capital management. Attendees will leave with a grasp of peer activity and relevant strategies for their respective balance sheets: https://bit.ly/3xyGV1U #FMS #FMSWebinars #education #CPE #financeindustry #profitability #BalanceSheets #RiskManagement

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In this article from PLANADVISER, Commonwealth's Brian Gilmore weighs in on the organization's latest initiative, "Benefits for the Future," and how the organization will work together with employers to improve worker financial security. Learn more: https://lnkd.in/gcnYxtNR #FinancialSecurity

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With nearly two decades in the #FinancialServices industry, including roles at investment management firms and RIAs, Valerie LaBarge, CFP ® has experience with the challenges facing investment managers. Read her take on the challenges facing firms in 2025. https://lnkd.in/eT4jqxSD   #Fintech

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We are excited to have a featured article on AdvisorHub’s Resource page! Check it out, Marketing and the RIA Firm’s Inorganic Growth Strategy - https://lnkd.in/ewPNUsuM. AdvisorHub is a great resource / central hub of insights for Financial Advisors. To learn more, https://lnkd.in/ePscT5TJ. #AdvisorHub #RIAgrowth #RIA #financialadvisors #Schwab #SchwabRIABenchmarkStudy #RIABenchmarkStudy

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