Summary: In this role, the Senior Director reports to the Chief Experience Officer and oversees the advisor experience for all independently affiliated advisors (1099 teams). The Senior Director, Advisor Experience has a wide range of strategic responsibilities,...
Job Summary The Client Service Manager is responsible for delivering consistent, high quality account management and administration for a portfolio of defined contribution relationships, with the objective of driving long-term satisfaction, client retention, improving...
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year, we are honored to be listed at No. 5. It’s a testament to the caliber of our firm’s talent and we are grateful to be recognized among our peers....
We’re thrilled to announce that NewEdge Capital Group has earned the No. 14 spot on Forbes/Shook Research America’s Top RIA Firms list. In our third year of eligibility, we’re honored to be considered among the other leaders of our industry. Forbes/Shook rankings...
Record Growth in Custody, Trading, Administration, Brokerage, Investment Management and Technology Solutions PITTSBURGH, Penn., DEC. 3, 2024 — EdgeCo Holdings, LP, (“EdgeCo”) is pleased to announce it achieved a new record by surpassing $600 billion in assets serviced...
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