by Team Golden State | May 9, 2024 | Press Releases
PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones South Coast Metro, Calif. May 9, 2024 – PEEK WEALTH of Carlsbad, CA, a DBA of Golden State Wealth Management, has expanded its team and is excited to...
by Team Golden State | Apr 24, 2024 | Front Page News, Press Releases
Golden State has been recognized as one of the USA Today Best Financial Advisory Firms for 2024 South Coast Metro, Calif. Apr. 25, 2024 – Golden State is proud to have been named one of USA Today’s Best Financial Advisory Firms for 2024, marking the second consecutive...
by Team Golden State | Apr 10, 2024 | Articles
Articles Embracing the Right Technology Stack: A Guide for Financial Advisors In today’s dynamic financial landscape, financial technology (fintech) plays a pivotal role in empowering financial advisors to better serve their clients, streamline operations, and...
by Team Golden State | Mar 20, 2024 | Articles, Join Team Articles
Articles Top five reasons to outsource your asset management Outsourcing portfolio management and utilizing a turnkey asset management program (“TAMP”), or centrally managed portfolio strategies, can offer financial advisors many benefits. There are key considerations...
by Team Golden State | Jan 30, 2024 | Articles, Join Team Articles
Articles Unleashing the Power of Marketing for Independent Financial Advisors In the dynamic landscape of financial advisory, the significance of effective marketing strategies cannot be overstated. Independent financial advisors operate in a competitive environment...
by Team Golden State | Aug 28, 2023 | Articles, Join Team Articles
Articles What to Consider When Moving to an RIA A guide to why an advisor may consider a move, what to evaluate, and how to ensure a successful transition. Considering a Move to Independence? Whether you are currently with a wirehouse, a broker-dealer, or already with...
by Team Golden State | Jun 13, 2023 | Articles
Articles How to make your RIA transition most effective Now that you’ve chosen a registered investment adviser “(RIA”) that is right for you, it is important to understand all aspects of a move and to stay relevant during the process. Transitioning to a new RIA can be...
by Team Golden State | May 3, 2023 | Articles
Articles I’ve decided to become an independent advisor. Now what? It is critical to do your due diligence and understand all aspects of choosing an RIA before making a transition. Not all RIAs are created equal and finding the right fit that aligns with your...
