NewEdge Advisors Elevates Services with BFS Advisory Group
NewEdge Advisors Welcomes BFS Advisory Group
NewEdge Advisors, a leading Registered Investment Advisor (RIA) based in New Orleans, has strengthened its team with the addition of the Dallas-based BFS Advisory Group. This collaboration comes as BFS Advisory Group transitions from Osaic, where they managed around $318 million in client assets. The incorporation of BFS Advisory Group emphasizes NewEdge Advisors' commitment to providing top-tier financial advisory services across the nation.
Team Members from BFS Advisory Group Join NewEdge Advisors
Prominent members joining NewEdge Advisors include Debra Brennan Tagg, the founder and president, along with Associate Wealth Advisors Erin Neece and Hollis Stuckert. Additionally, Portfolio Analyst Bradley Rouse and three other support staff will further amplify the firm’s efforts to enhance client services.
Core Values of NewEdge Advisors
According to Alex Goss, Co-CEO and Co-Founder of NewEdge Advisors, top-performing advisors choose to join their firm due to its flexible and open architecture. Goss expressed enthusiasm about Debra Tagg and her team's arrival, indicating a shared vision of supporting their growth and helping clients achieve their financial aspirations.
Client-Centric Approach in Advisory Services
Debra Tagg shared insight into her clients’ aspirations, emphasizing the importance of providing expert guidance for managing their wealth. She noted that clients seek partnerships that empower them to make informed financial decisions. BFS Advisory Group is committed to expanding this approach to reach a broader client base, ultimately enhancing the overall client experience.
Tagg’s Experience and Contributions to the Industry
With a strong background in the financial advisory sector since 1998, Tagg is widely recognized for her speaking engagements on various topics influencing the community, such as financial planning for Gen X families and women in industry. In 2021, she founded The Aspen Society, an organization aiming to foster educational networking for women focused on achieving financial wellness.
The Growth of NewEdge Advisors
BFS Advisory Group marks the latest addition to NewEdge Advisors, which has successfully onboarded 24 other advisory teams, bringing in 56 new advisors and integrating an additional 18 into existing teams. This expansion is a testament to NewEdge Advisors' appeal and strategy in cultivating a dynamic environment for advisors and their clients.
About NewEdge Advisors
Located in New Orleans, NewEdge Advisors prioritizes growth and transparency within the RIA model. Led by residents Alex Goss and Neil Turner, the firm focuses on educating advisors on the myriad of independent opportunities available within the financial industry. This philosophy, paired with exceptional support services, continues to draw high-performing advisors nationwide.
Initially recognized as Goss Advisors, the firm integrated into EdgeCo Holdings in 2020, marking the launch of their 1099 wealth division. In 2021, the transition to NewEdge Advisors coincided with the establishment of NewEdge Capital Group.
Frequently Asked Questions
What is NewEdge Advisors?
NewEdge Advisors is a growth-oriented registered investment advisor based in New Orleans, known for supporting independent financial advisors with a transparent approach.
Who are the key members of BFS Advisory Group?
Key members include Founder Debra Brennan Tagg, Associate Wealth Advisors Erin Neece and Hollis Stuckert, and Portfolio Analyst Bradley Rouse.
What unique offerings does NewEdge Advisors provide?
NewEdge Advisors offers an open architecture model allowing financial advisors to build their practices with flexibility while providing top-tier client service.
How does BFS Advisory Group enhance NewEdge Advisors?
BFS Advisory Group brings valuable client management experience and enhances NewEdge Advisors' capabilities in delivering personalized financial guidance.
What is the significance of the collaboration?
This collaboration allows NewEdge Advisors to expand its advisory services while leveraging BFS Advisory Group’s expertise to further support their clients' financial goals.
About Investors Hangout
Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/
Disclaimer: The content of this article is solely for general informational purposes only; it does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice; the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. The author's interpretation of publicly available data shapes the opinions presented here; as a result, they should not be taken as advice to purchase, sell, or hold any securities mentioned or any other investments. The author does not guarantee the accuracy, completeness, or timeliness of any material, providing it "as is." Information and market conditions may change; past performance is not indicative of future outcomes. If any of the material offered here is inaccurate, please contact us for corrections.
Related Articles
- QNB Group Enhances Financial Position with Successful Loan Refinancing
- Elliott Investment Management Engages with Southwest Airlines
- DermRays Expands Horizon with New Amazon Germany Store Launch
- Betterment Transitions Investors from Crypto to ETFs with Ease
- Navigating the Future: Growth of the Location-Based Services Market
- Tropical Storm Nadine Approaches Belize With Moderate Winds
- Boeing Workers on Brink of Resolving Strike with New Proposal
- Versity's Bold Move: Transforming Real Estate with Innovation
- Versity Expands Horizons with Kuwaiti Royal Advisor's Expertise
- India's Push for Critical Minerals Partnership with the US
Recent Articles
- 21 Ameriprise Financial Advisors Shine in 2024 Rankings
- Enterprises to Boost Generative AI Investments by 50% in 2025
- Record Growth in Sustainability Reporting Among U.S. Companies
- UKG Stands Out as a Top Leader in Workforce Management Solutions
- Michelli Weighing Expands Through Strategic Acquisitions
- Integrail AI Studio Emerges as a Game-Changer in Business Automation
- RuggON Showcases Cutting-Edge Solutions at MINExpo 2024
- Community Financial System Sets Stage for Q3 Earnings Call
- Relation Insurance Enhances Portfolio with Whitney Oaks Deal
- Altimate AI Unveils DataMates to Revolutionize Data Teams
- UKG Triumphs with Workforce Management Recognition in 2024
- CapZone Group Introduces New Fund to Boost Navy Collaboration
- How Chocolate and Candy Define the Halloween Spirit for Americans
- Comprehensive Overview of Global Stock and Commodity Exchanges
- The Skin Center Expands to New Locations in Ohio
- Provenir Celebrates Dual Triumph at the Global BankTech Awards
- AM Best Celebrates ‘Rating Agency of the Year’ Success
- Proposed Settlement in Global Payments Securities Case Announced
- Progress Software's Q3 Earnings: Analyst Expectations Rise
- Winston & Strawn Welcomes Tax Expert Louis J. Jenull to Dallas
- LILYSILK's Rustic Retreat: A Fusion of Nature and Luxury
- Understanding Recent Options Trends for Arista Networks
- Koalafi Welcomes Eric Kobe as New CEO for Future Growth
- Understanding Call Spreads: Key Benefits and Challenges
- Relay Payments Revolutionizes Truck Stop Payments Nationwide
- Innovative $37M Project Enhances Living for IDD Adults
- ZeroedIn Unveils Innovative Workforce Analytics Platform
- Exploring the Growth of the Global Mass Flow Controller Sector
- Exploring Growth and Innovations in 360-Degree Camera Market
- Global Digital Banking Platform Growth Projected to $168.3 Billion
- Naphthenic Base Oil Market Growth Forecast: 6.74% CAGR
- Food Pathogen Testing Market Expected to Reach $31.5 Billion
- Explore The Future of 3D Printing Materials Market Growth
- Steady Business Activity Signals Inflation Concerns Ahead
- Freight Technologies Implements Reverse Stock Split For Growth
- Milliman MedInsight Unveils Advanced Health Cloud for Healthcare
- Nuveen Variable Rate Preferred Reaches Major Market Milestone
- Understanding Recent Claims Against DXC Technology and Investors
- Carlisle Companies Inc Achieves Record Stock Price of $444.5
- Repare Therapeutics Achieves Buy Rating Amid Trial Success
- MasterBrand Cabinets Achieves New Heights with $19.07 Stock Price
- Hyperfine's Swoop MRI System Revolutionizes Stroke Diagnosis
- Red Cat Holdings Soars to New Heights with 52-Week High
- Amarin Corporation Faces Market Challenges with Stock Drop
- Vail Resorts Adjusts Target Price but Holds Outperform Rating
- Netstreit Corp Maintains Growth Momentum Amid Market Changes
- Exciting Analyst Days for Key Industries Await in 2024
- Kimberly Slaughter Joins TYLin as Transportation Visionary Leader
- Home Infusion Therapy Market Forecasts Show Strong Growth Ahead
- Insights into Hearing Aids Market Growth Projections