HCR In the News
As Seen In
Greg Heller discusses how advisory firms benefit from the support and expertise of a larger practice in his bylined article on tuck-ins published in WealthManagement.com’s 2023 Midyear Outlook
CEO Greg Heller’s bylined article titled “How tuck-ins help advisory firms grow effectively” was featured in WealthManagement.com’s 2023 Midyear Outlook. The article explains how smaller advisory firms can scale quickly and efficiently with a tuck-in.
Read more
HCR Wealth Listed in Financial Advisor Magazine’s 2023 RIA Rankings
HCR Wealth was listed in Financial Advisor Magazine’s 2023 RIA Rankings, coming in at #266 in the list of largest RIA firms in the country.
Read more
Shawn Landis provides tips on what to do when inheriting wealth in article from California Business Journal
Senior Financial Advisor Shawn Landis authored this article titled “Inheriting generational wealth? Important considerations for wealth preservation” that was published in the California Business Journal. The article explores the steps to take when receiving an inheritance and includes access to HCR’s Inheritor’s Guide.
Read more
Greg Heller explains how tuck-ins help advisory firms grow effectively in this InvestmentNews article
CEO Greg Heller authored this bylined article titled “How tuck-ins help advisory firms grow effectively” for InvestmentNews, discussing why this approach is commonly part of an independent advisor’s succession plan and also offers smaller firms the chance to scale quickly and efficiently.
Read more
Steve Weinberger Speaks On Building Trust and Earning Credibility Through Niche Marketing in this NAPFA Playbook Series Webinar
Senior Managing Director Steve Weinberger provides insight into why HCR specializes in serving certain niches and ideal clients in this webinar from the National Association of Personal Financial Advisors (NAPFA) titled “Magnetic Marketing: Niching In with Ideal Client Personas and Hyper-Relevant Messaging.”
Read more
Jordan Hanson explains the top 4 steps you should take to secure your inheritance in article from TheStreet
Financial Advisor Jordan Hanson authored this bylined article titled “4 Steps to Best Use Your Inheritance” published in Retirement Daily by TheStreet, highlighting what to do and what not to do after receiving an inheritance or financial windfall.
Read more
Greg Heller comments on the benefits wealthy Americans get from credit cards in this article in GOBankingRates
CEO Greg Heller discusses the role of credit cards in wealthy Americans’ lives in this article in GOBankingRates titled “How Do Rich People Use Their Credit Cards?”
Read more
HCR Wealth Advisors Recognized as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2023 “Leaders of Influence: Wealth Managers” list in Los Angeles.
Read more
HCR Wealth Advisors releases Inheritor’s Guide, detailing actionable steps to take after receiving a financial windfall
In this news release, HCR announces the release of their Inheritor’s Guide, an educational resource and comprehensive report to help inheritors and others who have come into sudden wealth determine what to do and what not to do after receiving a financial windfall.
Read moreJordan Kahn explains the benefits of managing client portfolios in-house in this article in InvestmentNews
Chief Investment Officer Jordan Kahn discusses the long-term value of managing clients’ portfolios in-house in this article in InvestmentNews titled “Bucking the trend: Why some advisors refuse to outsource investment management.”
Read moreAlyssa Phillips talks about the importance of knowing your firm’s value proposition in this video interview with InvestmentNews on the Gameday Stage at the Schwab IMPACT Conference
Chief Operating Officer Alyssa Phillips provides insights on the keys to a wealth manager’s success in this video interview with InvestmentNews on the topic “Knowing your niche is a cornerstone to marketing, hiring success.”
Read more
Alyssa Phillips shares insights on prioritizing customer retention in this article in Chief Executive
Chief Operating Officer Alyssa Phillips shares strategies for customer retention by catching up with technology in this article in Chief Executive titled “Customer Retention: CEOs Share Strategies.”
Read moreConnect with Us
Ask a Question
We're always open to answering personal financial questions.
Let's get in touch