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How advisor platforms are changing the offshore industry

Independent advisor platforms are attracting a growing number of international advisors to their networks. What is driving this growth and what are the benefits for advisors who opt for this independent model?

The entrepreneurial spirit is strong in the advisory industry, with a growing number of international advisors now making the jump to independence. But launching an RIA can prove a time-consuming and costly venture that also requires negotiating crucial third-party agreements with a range of service providers.

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How advisor platforms are changing the offshore industry2021-07-07T03:33:04+00:00

Laidlaw expands international business with new Miami-area office

Laidlaw Wealth Management has hired an advisor from Wells Fargo’s international unit in Miami as the firm looks to expand its coverage of Latin America with the opening of a new office. John Cross joined the firm on May 5 after having spent nearly seven years at the wirehouse’s offices in Coral Gables, according to his BrokerCheck profile. He oversees around $100m in assets for clients based mostly in Argentina as well as in the US.

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Laidlaw expands international business with new Miami-area office2021-07-07T03:28:47+00:00

Laidlaw Wealth Management Acquires Naples Wealth Planning

Laidlaw Wealth Management is pleased to announce its acquisition and partnership with Naples Wealth Planning.

NEW YORK, NY, USA, October 19, 2020 /EINPresswire.com/ — Laidlaw Wealth Management is pleased to announce its acquisition and partnership with Naples Wealth Planning a well-recognized and respected RIA based in Naples, Florida.

The agreement will add four new offices in Naples, Tampa, Stuart, and Miami to Laidlaw’s existing Florida location in Boca Raton. In addition, this launches a new platform at Laidlaw to service and expand the 1099 model for advisors. This is an area Richard Calhoun, CEO of Laidlaw Wealth Management, knows well as he was instrumental in the growth of the Wells Fargo Advisors Financial Network from 245 offices to 642 offices, as Managing Director of Growth and Innovation.

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Laidlaw Wealth Management Acquires Naples Wealth Planning2020-10-20T21:17:59+00:00

Laidlaw Venture Partners Continues Strategic Growth with Addition of Mr. Anthony Zook to its Investment and Operations Committee

Laidlaw Venture Partners (“LVP”), the venture capital arm of Laidlaw & Company (UK) Ltd., today announced the addition of Mr. Anthony (‘Tony’) Zook to its newly formed Investment and Operations Committee. As a global industry leader, Zook brings years of strategic experience to Laidlaw Venture Partners and is expected to be instrumental in the further development and evolution of the LVP portfolio of companies.

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Laidlaw Venture Partners Continues Strategic Growth with Addition of Mr. Anthony Zook to its Investment and Operations Committee2020-10-18T19:28:09+00:00

Laidlaw served as Financial Advisor on the $173,000,000 Follow-On Offering for Arcturus Therapeutics (ARCT)

Laidlaw Capital Markets is pleased to have served as Financial Advisor to Arcturus Therapeutics on its $173,000,000 financing alongside Citigroup, Guggenheim Securities, and Barclays. Laidlaw has helped Arcturus in its efforts in 2020 raise approximately $250,000,000.

Laidlaw served as Financial Advisor on the $173,000,000 Follow-On Offering for Arcturus Therapeutics (ARCT)2020-08-03T15:11:56+00:00
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