AUM

#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A $13B AUM Enterprise, With Kay Lynn Mayhue – Go Health Pro

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#FASuccess Ep 422: Developing Your Leadership Skillset On The Path From Intern To President Of A B AUM Enterprise, With Kay Lynn Mayhue – Go Health Pro

Welcome everyone! Welcome to the 422nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kay Lynn Mayhue. Kay Lynn is the President of Merit Financial Advisors, a hybrid advisory firm based in Alpharetta, Georgia, that oversees approximately $13 billion in assets under management for 26,000 client households. What’s unique about … Read more

#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM, With Stacey McKinnon – Go Health Pro

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#FASuccess Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For B Of AUM, With Stacey McKinnon – Go Health Pro

Welcome everyone! Welcome to the 418th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stacey McKinnon. Stacey is the chief operating officer of Morton Wealth, an RIA based in Calabasas, California, that oversees approximately $3 billion in assets under management for 1,300 client households. What’s unique about Stacey, though, is … Read more

#FASuccess Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years, With Eric Franklin – Go Health Pro

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#FASuccess Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To M AUM In Just 3 Years, With Eric Franklin – Go Health Pro

Welcome everyone! Welcome to the 414th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Eric Franklin. Eric is the Managing Partner of Prospero Wealth, an RIA based in Seattle, Washington, that oversees $52 million in assets under management for 80 client households. What’s unique about Eric, though, is how he … Read more

Amundi US cat bond fund hits $426m, takes dedicated ILS fund AUM to $1.1bn – Go Health Pro

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Amundi US cat bond fund hits 6m, takes dedicated ILS fund AUM to .1bn – Go Health Pro

Investment manager Amundi US has continued to attract capital to its most recently launched dedicated insurance-linked securities (ILS) fund strategy, as the Pioneer CAT Bond Fund has now reached $426 million in assets, now roughly tripling in size over the course of 2024 so far.This success in raising capital for the investment manager’s first dedicated … Read more

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