Haven Tower Group

Please join us in congratulating Haven Tower client Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, on being named one of the Top 5 Investment Solutions Platform Leaders in the 2025 IS 5 list by Wealth Solutions Report! Mary Ann’s forward-looking market insights - ranging from equity optimism and fixed income strategy to emerging opportunities in DeFi, crypto, NFTs and the metaverse - illustrate the kind of leadership that helps advisors and clients navigate today’s complex landscape. A special thank you to #WealthSolutionsReport for recognizing her impactful work. We’d also like to extend congratulations to the other honored leaders on the list: Michael Arone (State Street), Sonali Basak (iCapital), Stephanie Link (Hightower) and Harison Sidhu, CFA, FRM, (Cambridge Investment Research). Here’s to continued great work and to raising the bar in investment solutions leadership! Read More: https://lnkd.in/ejE-4Fn5 #SanctuaryWealth #InvestmentSolutions #WealthManagement #FinancialServices

Empathy and innovation go hand in hand in the evolving world of wealth management operations. In this new Wealth Solutions Report Q&A, Louis Retief, Co-Founder of Hubly (now part of Docupace), shares his thoughts from #SchwabIMPACT2025 on how human-centered technology and sustainable AI can empower back-office professionals rather than replace them. The Docupace-Hubly partnership is built on shared values - people first, then process, then technology - creating systems that remove friction and enhance how firms serve their clients. Louis explains the importance of co-creation and sustainable AI adoption... and how empathy can drive more intuitive, effective systems for wealth management firms. Read the full Q&A in #WealthSolutionsReport: https://lnkd.in/eGPEsehb #HavenTowerGroup #HavenTower #ClientWin #Docupace #Hubly #WealthManagement #AdvisorTech #WealthTech #AI #HumanCenteredDesign David Knoch Ryan George Lori Hardwick Joseph Kuo

Advisors spend their careers helping clients prepare for the future - but too often neglect to do the same for their own practices. In his recent Financial Advisor Magazine piece, STRATOS Wealth Holdings Founder and CEO Jeff Concepcion explores the human and business barriers that keep advisors from creating effective succession and continuity plans - and shares actionable steps to start building one today. Read “Why Are Advisors So Terrible At Succession Planning?” here: https://lnkd.in/eWh9xFUd #SuccessionPlanning #WealthManagement #FinancialAdvisors #Leadership #HavenTower

The path to independence looks different for every advisor, but Genesis Wealth is showing that bank-based advisors can be some of the most driven entrepreneurs in the industry. We’re proud to see our client, Kosta Tanglis, Founder and Managing Partner of Genesis Wealth, featured in Financial Advisor Magazine discussing how #GenesisWealth is empowering top talent from the bank channel to thrive... proving that the right platform and mindset can unlock remarkable growth. Read more in “Banking On Talent” by Jim Roth here: https://lnkd.in/gWRHy9WE #HavenTower #WealthManagement #IndependentAdvisors #PublicRelations #ClientSpotlight #BankBasedAdvisors

As private markets evolve, so must your messaging strategy. We specialize in translating sophisticated investment strategies into compelling narratives for retail and high-net-worth advisors. Enhance your presence in private markets with Haven Tower's communications expertise. https://lnkd.in/gjpvdnGJ #wealthmanagement #financialadvisors #alts #privatemarkets

Haven Tower empowers RIAs and Broker-Dealers to develop compelling narratives that resonate with elite financial advisors. Our strategic approach attracts high-caliber professionals who drive growth and align seamlessly with your organizational vision. Explore how Haven Tower can elevate your recruiting initiatives to new heights. READ MORE: https://lnkd.in/gjpvdnGJ #wealthmanagement #financialadvisors