凯时线上登录’s Mission Leads to $1 Trillion in Assets

凯时线上登录的年收益加起来就是成功

的 summer of 2021 will forever mark a pivotal point of success for 凯时线上登录. As of June 2021, the firm officially holds over $1 trillion in brokerage and advisory assets. With an increase of over 2000 advisors in a year over year comparison, it seems 凯时线上登录’s appeal is growing with financial professionals across the industry—including larger firms. Many of 凯时线上登录’s most recent advisors join the firm through its partnership with thriving institutions such as Waddell & 芦苇,和M&T银行.

在一个 最近的面试, 凯时线上登录的首席执行官, 丹·阿诺德, expanded on how 凯时线上登录’s mission to “take care of advisors, so they can take care of their clients,” fueled 凯时线上登录’s focus over the past year. 的 numbers seem to indicate that mission was accomplished. 关于凯时线上登录的成功， 财务顾问的智商 noted “… advisory revenue shot up to $846.3 million during the second quarter of 2021, a 62% increase year-over-year.”

的se accomplishments aren’t taken lightly by 凯时线上登录, especially in light of the challenging past year which saw an upending pandemic and market volatility. 然而, these challenges are also what pushed 凯时线上登录 to pivot and adapt. And, ultimately created new opportunities for 凯时线上登录 to help its financial professionals thrive.

凯时线上登录 re-models industry standards

Much of 凯时线上登录’s success is due to its 商业模式 offerings which allow financial professionals to personalize, 追求, and achieve their practice goals. 的 凯时线上登录 Strategic Wealth Services 尤其是模型 getting attention across the industry since its inception two years ago. It appeals to advisors looking to break away from the traditional wirehouse and 追求 a more independent path of growth.

Through the Strategic Wealth Services model, practice owners have the team they need (including a CFO and marketing specialist) to assist in everything from real estate acquisition, 品牌发展, 和日常操作. 集体, these models offer what many financial professionals already craved: flexibility and independence.

的se two attributes have become more important to business owners who saw 大流行的 change their industry overnight. 通过凯时线上登录, financial professionals had access to the tech, 工具, and support necessary to successfully transition to a remote office dynamic.

Helping advisors connect with clients

Last August, 凯时线上登录 announced plans to put 每年10亿美元 into developing the technology and services to help financial professionals keep their competitive edge during, 及以后, 大流行的. 然而, 在宣布之前, 凯时线上登录 was already offering many 工具, 经历, and services to keep practices growing into the future.

事实上, part of 凯时线上登录’s original pre-pandemic strategy was to address the challenges, 并创建解决方案, for financial professionals in a modern digital age. As new generations would become investors, financial professionals would find themselves facing new expectations. 继续增长, they would need to provide a more personalized, digitally-savvy investment approach for their clients. And 凯时线上登录 would help them provide that approach.

凯时线上登录’s increasing quantity of advisor assets reflects its continuing commitment to “help advisors help their clients.“凯时线上登录, financial professionals gain the freedom to grow their business, 和他们的数量, 他们的方式.

Throughout this communication the terms “financial advisors” and “advisors” include registered representatives affiliated with 凯时线上登录 LLC, and SEC registered broker-dealer and investment adviser.