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…

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…

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…

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…

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.…

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…

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…

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…