Over the course of the year, our dedicated team has diligently crafted articles on essential financial planning and investment management themes that have commanded our attention.
In 2023, we explored a wide range of topics, including the appropriate role of private equity funds, estate planning in an era of higher interest rates, navigating naming beneficiaries for your IRA, and the philanthropic potential of donor-advised funds.

As we begin the new year, Bob Huffman and Maury Fertig sat down to share their thoughts on the year that was 2022 and what themes we are looking to drive capital markets in 2023.

Throughout the year, our team writes articles covering the key financial planning and investment management themes that we are monitoring. This year, we covered estate planning strategies, wealth-building steps for young investors, and opportunities within the closed-end fund market, to name a few things.

Northbrook, IL — Relative Value Partners Group, LLC (“RVP”), a comprehensive wealth management firm based in Northbrook, Illinois, has been ranked as one of the “Top 50 Fastest Growing Firms” by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021. RVP’s $2.3 billion in AUM and 45.2% growth in assets earned the firm a place on the list.

[Read more…] about Relative Value Partners Named One of America’s 50 Fastest Growing RIA Firms

We are thrilled to announce that Relative Value Partners (“RVP”) has been ranked as one of SmartAsset’s “Top 50 Fastest-Growing Financial Advisor Firms” for 2022. To define the Top 50 Fastest-Growing Financial Advisor Firms, SmartAsset began by identifying all firms that are registered with the SEC and headquartered in the United States. Any firms with disclosures, firms that do not offer financial planning services, and firms with less than $500 million in AUM as of their March 2019 SEC filing were removed from consideration.

We are pleased to announce that Relative Value Partners (“RVP”) has been ranked among the top RIAs in the country by Financial Advisor Magazine. The rankings are calculated based on a range of criteria, including growth in total assets under management (AUM) between December 31, 2020 and December 31, 2021.

At Relative Value Partners, we work to provide strategic guidance and action for all areas of your financial life, from financial planning and investment management to tax planning, cash flow analysis, and estate planning.

[Read more…] about Year-End Planning: Six Key Areas to Review in Q4