San Jose, Calif.-based Hansen Wealth Management has joined independent advisor and brokerage KMS Financial Services’ broker-dealer and registered investment advisor platforms. Hansen, with $330 million in total assets, services mass affluent and high-net-worth individuals and families through fee-based and traditional brokerage models. The firm is run by Blair Hansen, along with his sons Mark and Eric. KMS, a subsidiary of Landenburg Thalmann, supports 350 financial advisors across the country with $17.5 billion in assets. It’s that combination of a boutique with large company resources that attracted Hansen to KMS. “After 35 years of serving clients as a financial advisor, I have a clear strategy for the growth of our business, and very clear criteria for what we seek in a broker-dealer partner,” Hansen said in a statement. “KMS provided extremely robust support throughout our transition process to make it as seamless as possible, and we’re excited to begin a new chapter as part of the KMS community of advisors.”
The Chilton Trust Company chose InvestCloud, a financial technology firm, to build its digital wealth management platform. The wealth manager previously used InvestCloud’s solutions and decided to hire it to build a customized experience accessible to advisors and clients across different devices, including mobile phones. The New York-based Chilton Trust Company is an independent, privately owned wealth management company with over $4 billion assets under advisement. It works with high-net-worth individuals, families, foundations, endowments and institutions.
Atlanta-based RIA Blue Duck Wealth Management has launched a new advisor portal focused on training, mentoring and collaboration. The portal will provide education for financial advisors as part of Blue Duck’s team on investing, retirement and financial planning, as well as personalized training, mentorship, marketing strategies, lead generation tools and access to supported vendors. “One of the most important aspects in any business is the need to build relationships, all while maintaining a client’s best interest. The training and mentoring I offer are proven to help the advisor best connect with their client, leading to a long-lasting relationship,” Blue Duck President Frank Akridge said in a statement.