Pinnacle Advisor Solutions Adds Webpage As Resource for RIAs to Easily Access Current Regulatory Information on Succession Plan Requirements

Pinnacle Advisor Solutions has added a dedicated webpage which highlights the current information on the regulatory landscape regarding the requirement for RIAs to have a business continuity and succession plan.  The webpage features copies of the proposed rules by both the North American Securities Administrators Association (NASAA) and the SEC as well as information from…

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Pinnacle Advisor Solutions Partners with AdvisorAssist to Provide Compliance Support to Independent RIAs Nationwide

Pinnacle Advisor Solutions has partnered with Massachusetts based compliance consulting firm AdvisorAssist to add compliance to its suite of business solutions. Pinnacle Advisor Solutions provides business solutions addressing the major pain points experienced by solo practitioners and small ensembles – investments, operations and technology, business development, succession planning and now, compliance. AdvisorAssist serves SEC and State…

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Pinnacle Expands Client Relationship Group to Support Growth

Pinnacle Advisor Solutions (PAS) is committed to making the investments in people and technology required to deliver best-in-class service to our wealth management partners. We are therefore pleased to announce the addition of several new team members to support our wealth management partners. • Tim Mascari joins our team as Associate Director, Strategic Partnerships. In…

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Pinnacle Advisor Solutions to Limit Number of Agreements and Institutes One-Time Fee to Accommodate Rising Demand for PRISM & PRISMPlus

Pinnacle Advisor Solutions will limit the number of agreements and institute a one-time administrative fee to accommodate a dramatic increase in demand for its PRISM (Continuity Planning) and PRISMPlus (Succession Planning) solutions in response to new regulatory rules that will require independent RIAs to have a formal continuity and succession plan. Pinnacle Advisor Solutions and…

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Pinnacle Advisor Solutions Adds Financial Planning Center Featuring Michael Kitces to Its Platform

Pinnacle Advisor Solutions, in its continuing effort to provide independent RIAs with the best business resources available — based on the formula for success at industry leading wealth management firm Pinnacle Advisory Group -– is pleased to add a new Financial Planning Center to its business solutions platform featuring leading financial planning guru Michael Kitces.…

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Pinnacle Advisor Solutions Hires Seasoned Industry Veteran Dale Van Scoyk to Drive Additional Growth Among Independent RIAs and Expand Practice Management Capabilities

Pinnacle Advisor Solutions, a leading business solutions firm providing independent RIAs with investment, operations, private-label marketing and continuity planning solutions, is pleased to announce industry veteran Dale Van Scoyk, GFS has joined the team as Director of Strategic Partnerships. In his new role, Dale will identify and support qualified advisors who want to remain independent…

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Pinnacle’s Outsourcing Solutions Featured in Financial Planning

Advocates of consolidation have had their day in the spotlight.  A new story is getting its due attention from advisors and the trade press: emerging RIAs (AUM < $300MM) no longer need to sacrifice their independence to compete in this increasingly complex and competitive business. There is a robust ecosystem of outsourcing solutions designed to support…

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Pinnacle Awarded Best Managed Practice by Investment News

Investment News / Moss Adams recently awarded Pinnacle Best Managed Practice at their annual practice management event.  This award recognized six firms for their effective utilization of Human Capital.  Pinnacle represented the large firm category. Pinnacle regularly participates in benchmarking studies to measure our own progress and to ensure we remain current with industry best…

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Pinnacle Advisor Solutions Launches Program for Recruiters & Transition Consultants

More advisors are considering the transition to independence everyday. Indeed, more than 60% of conversations between advisors and recruiters include a discussion about independence.  Only a few recruiters and transition consultants, however, can offer independence as a solution and still get paid.   Until now.  Pinnacle Advisor Solutions is now offering a unique program that will allow…

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FA Magazine Highlights Success of Pinnacle Advisor Solutions Partners

Financial Advisor picked up this story in an article they published titled “Reaching the Pinnacle“.  It is always gratifying to be acknowledged for actually delivering on the promises we make to our partners. The article highlights the experience of one of our earliest partners – John Peterson.  John is a solo-practioner whose growth had plateaued…

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Bob Veres Picks Up Pinnacle’s Innovative New Continuity Planning Program

In his article Simple Successions, Bob Veres has done an excellent job of reviewing the leading continuity and succession planning solutions available to the vast majority of advisors who intend to continue working with their clients into retirement. He recognized Pinnacle’s revocable continuity planning solution to be especially simple and innovative.   What makes our program…

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Pinnacle Advisor Solutions Announces Alliance with Back Office Advisor LLC

Business Solutions for Advisors by Advisors: new alliance to offer advisors a unique, low-cost opportunity to understand what discrete, manageable steps can be taken in 2012 to make the business more effective. (February 21, 2012 – COLUMBIA, MARYLAND)  Pinnacle Advisor Solutions (www.PinnacleAdvisorSolutions.com), a leading provider of comprehensive business solutions for emerging advisors is announcing an…

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Pinnacle Advisor Solutions Announces Alliance with My Virtual COO

Business Solutions for Advisors by Advisors: new alliance to offer advisors a unique, low-cost opportunity to understand what discrete, manageable steps can be taken in 2012 to make the business more effective. (January 24, 2012 – COLUMBIA, MD)  Pinnacle Advisor Solutions (www.PinnacleAdvisorSolutions.com), a leading provider of comprehensive business solutions for emerging advisors is announcing an…

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Pinnacle Advisor Solutions Launched to Help Independent Financial Advisors Manage and Grow their Businesses

Business Solutions for Advisors by Advisors: new entity provides custom, private-label business solutions including strategic business consulting, risk-managed investment solutions, outsourced back office solutions and compliance support. (June 15, 2011 – COLUMBIA, MARYLAND)  Pinnacle Advisor Solutions (www.PinnacleAdvisorSolutions.com), a new division of Pinnacle Advisory Group, is now offering comprehensive, custom and private-label business solutions to emerging…

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Pinnacle Advisor Solutions Announces Strategic Alliance with Focus Point Solutions

(February 28, 2011 – Columbia, MD)  Pinnacle Advisor Solutions, a leading provider of comprehensive business solutions for emerging advisors committed to growing their firms profitably and developing the practice they always wanted, is announcing an invaluable strategic alliance with FocusPoint Solutions, a leading provider of back office outsourcing solutions.  A leading complaint among emerging independent…

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Pinnacle Advisory Group Announces Pinnacle Advisor Solutions

(January 31, 2011 – Columbia, Maryland) –  Pinnacle Advisory Group, a leading national independent advisor with nearly $1 billion AUM and four Moss Adams “Best Managed Practice” awards, announced the formation of Pinnacle Advisor Solutions.  The new division provides comprehensive business solutions to emerging advisors committed to growing their firms profitably and developing the practice…

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Pinnacle Advisory Group Hosts Symposium for Emerging Advisors

(October 31, 2010 – Columbia, MD) – Pinnacle Advisory Group, a leading national independent investment advisor and four-time winner of the Moss Adams “Best Managed Practice” award, announced it will be hosting a symposium titled “Business Solutions 2011: A Cutting Edge Symposium for Emerging Registered Investment Advisors” on December 2, 2010 in Annapolis, Maryland. Emerging…

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The wealth management business is undergoing considerable change and Pinnacle Advisor Solutions is leading the industry with the solutions that will allow many to remain competitive. Look here to learn more about what we are doing.

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