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Sowell Management Unveils Latest Strategic Move

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Thursday, April 4, 2024

Insurance, Finance, Asset Management, Consulting, Banking, Professional Services, Technology, Other Technology, Growth, Partnership, Knowledge, Long-term care, Management, Griffin, Sowell, RIA, Investment, Multimedia, Financial adviser

Sowell Management , a privately held Registered Investment Advisor (RIA) that serves financial advisors across the country, is proud to announce a partnership with Sowell Insurance Services, a key strategic business initiative focused on adding great value to our advisor community.

Key Points:

Sowell Management , a privately held Registered Investment Advisor (RIA) that serves financial advisors across the country, is proud to announce a partnership with Sowell Insurance Services, a key strategic business initiative focused on adding great value to our advisor community.
View the full release here: https://www.businesswire.com/news/home/20240404357398/en/
Bill Sowell, CEO and Founder of Sowell Management, and Daryl Seaton, President, collaborating on the strategic launch of Sowell Insurance Services, exemplifying the firm's commitment to innovative growth initiatives for its financial advisor partners.
The strategic alliance was chosen not merely to fill a gap but to leverage a critical opportunity for Sowell's advisor partners, aligning with Sowell Management’s broader strategic growth ambitions.
Looking forward, Bill Sowell, CEO and Founder of Sowell Management, indicated that the company is poised for more exciting developments.

Griffin Distribution Partners Announces Strategic Partnership with RIA Sowell Management

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Thursday, April 4, 2024

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RALEIGH, N.C., April 4, 2024 /PRNewswire/ -- Griffin Distribution Partners, a leading Brokerage General Agency specializing in comprehensive protection-based products, announces a strategic partnership with Sowell Management, a privately held Registered Investment Advisor (RIA) firm and its insurance division, Sowell Insurance Services. This collaboration aims to equip the Sowell Management affiliated advisor community with unparalleled access to Griffin's diverse portfolio of life insurance, long-term care, disability, and annuity products, underscored by a commitment to customized solutions and dedicated service.

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RALEIGH, N.C., April 4, 2024 /PRNewswire/ -- Griffin Distribution Partners, a leading Brokerage General Agency specializing in comprehensive protection-based products, announces a strategic partnership with Sowell Management, a privately held Registered Investment Advisor (RIA) firm and its insurance division, Sowell Insurance Services.
President of Griffin Distribution Partners, Sean Shea, expressed enthusiasm about the partnership, highlighting the natural synergy between the firms and their shared client-centric philosophies.
"Our partnership with Sowell Management embodies our mission to offer deeply personalized support to advisors, ensuring optimal financial protection for their clients.
Griffin Distribution Partners excels in delivering specialized insurance products and services, working closely with advisors to provide their clients with advanced, high-end asset protection strategies.

RIA Sowell Management’s Focus on Scalability Grows Financial Advisor Partners’ Firms the ‘Right Way’

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Thursday, November 30, 2023

Finance, Banking, Professional Services, Other Technology, Technology, Marketing, Growth, Book, Insurance, Multimedia, Sowell, RIA, Registered investment adviser, Financial adviser

It’s a concept, he said, that is often overlooked by financial advisory firms focused solely on quickly growing their books of business.

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It’s a concept, he said, that is often overlooked by financial advisory firms focused solely on quickly growing their books of business.
View the full release here: https://www.businesswire.com/news/home/20231130382763/en/
Sowell Management, a Registered Investment Advisor (RIA) in Arkansas partners with financial advisory firms across the country.
Sowell Management, he said, provides advisors with an array of services, from marketing and billing to financial planning and insurance and technology tools.
Their successes, especially at a time where the financial markets have been uncertain, tell us this is a solid approach,” he said.

Sowell Management Expands Planning Resources for Advisors

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Thursday, October 26, 2023

(Photo: Business Wire)

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(Photo: Business Wire)
Founded in 2001 by financial advisor turned CEO Bill Sowell , Sowell Management provides advisors with innovative solutions to help efficiently manage and scale their businesses, and has recently added new resources to expand the financial planning offering.
“Working with Sowell Management is like having an in-house financial and estate planning team - only better, because advisors can use them on demand,” said founder Bill Sowell.
By using Sowell as a partner for planning, advisors can offer their clients more specialized planning services without adding staff or worrying about competition for their clients,” said Irico.
Sowell Management is a privately held Registered Investment Advisor (RIA) and a trusted partner to financial advisors.

CIQ Begins Rollout of Ascender Infrastructure Automation Installers for All Kubernetes Platforms, Offering 'Zero to Automation' in Minutes

Retrieved on:

Friday, September 15, 2023

RENO, Nev., Sept. 15, 2023 /PRNewswire/ -- CIQ, the company building the next generation of software infrastructure for enterprises running performance-intensive workloads atop Rocky Linux, today is making available its Ascender enterprise infrastructure automation platform installer. This marks the launch of the CIQ rollout of Ascender installers for all Kubernetes-based platforms.

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Ascender, now available for turnkey deployment with Kubernetes as a cost-effective, well supported platform for infrastructure automation at scale.
RENO, Nev., Sept. 15, 2023 /PRNewswire/ -- CIQ , the company building the next generation of software infrastructure for enterprises running performance-intensive workloads atop Rocky Linux, today is making available its Ascender enterprise infrastructure automation platform installer.
This marks the launch of the CIQ rollout of Ascender installers for all Kubernetes-based platforms.
With this rollout, CIQ is responding to community demand by simplifying the deployment of an automation platform, ensuring accessibility for a broader audience.

RIA Sowell Management’s End-to-end Tech Solution Innovating the Way Financial Advisors Do Business

Retrieved on:

Thursday, September 14, 2023

View the full release here: https://www.businesswire.com/news/home/20230914192454/en/

Key Points:

View the full release here: https://www.businesswire.com/news/home/20230914192454/en/
Sowell Management, an RIA based in Arkansas, recently launched FLEX Connect, an end-to-end technology solution for its financial advisor partners.
(Graphic: Business Wire)
Sowell Management provides a transformative platform of services and solutions to advisors on the path of independence – helping them be in business for themselves, not by themselves.
“Using this solution goes a long way toward our mission at Nest Financial Advisors.
It streamlines the way our advisors work with Sowell Management, our RIA, and it simplifies the advisor-client relationship as well.

Sowell Management Grows Organically, Ahead of RIA Curve

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Thursday, August 24, 2023

Asset Management, Professional Services, Finance, DNA, Partnership, Life, Sowell, Culture, RIA, Collaboration, Multimedia, Acquisition, Registered investment adviser, Growth, RIAS, Financial adviser, Cryptocurrency

That is just one reason Sowell Management has expanded organically in recent years.

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That is just one reason Sowell Management has expanded organically in recent years.
Sowell Management was profiled by Forbes in 2022 as one of America's Top RIA Firms and currently serves over 100 IARs and 20 RIAs with more than $4 billion (AUM/AUA)*.
Bill Sowell, the company’s founder, said Sowell Management has valued organic growth since its inception and is proud of its successful track record.
We have positioned ourselves ahead of the curve by continuing to sharpen the saw,” he said.

Sowell Management Fuels Advisor Expansion

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Thursday, July 13, 2023

Sowell Management , a privately held Registered Investment Advisor (RIA), announced the addition of new organizational roles to continue growth by assisting financial advisors.

Key Points:

Sowell Management , a privately held Registered Investment Advisor (RIA), announced the addition of new organizational roles to continue growth by assisting financial advisors.
View the full release here: https://www.businesswire.com/news/home/20230713466447/en/
CEO Bill Sowell meets with members of the Sowell Management team who work one-on-one with financial advisors about growth opportunities for their firms.
Since the fourth quarter of 2022, eight new IARs and two new RIAs have partnered with Sowell Management and currently we have another four IARs transitioning their practices to Sowell Management.
Sowell affiliate Curt DiGiacomo, CFP®, CIMA®, CPWA®, managing partner and senior financial advisor at Goal Line Wealth Management in Solana Beach, California, confirmed that people are the reason he chose Sowell.

Sowell Management Acquires Northwest Arkansas Advisor Team

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Thursday, June 15, 2023

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Sowell Management , a North Little Rock-based Registered Investment Advisor, is expanding its presence in Arkansas with the acquisition of Sector Grid Advisors, an independent financial advisory team based in Rogers, Arkansas.

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Sowell Management , a North Little Rock-based Registered Investment Advisor, is expanding its presence in Arkansas with the acquisition of Sector Grid Advisors, an independent financial advisory team based in Rogers, Arkansas.
(Photo: Business Wire)
The acquisition brings an additional $120 million in assets and two seasoned advisors under Sowell Management’s RIA umbrella.
Sowell has already helped transition and rebrand Sector Grid Advisors into Trek Wealth Solutions, with a new office in the booming Northwest part of Arkansas to serve the growing client base.
Sowell Management’s founder and CEO Bill Sowell said, “The timing created the momentum to focus more intently on mergers and acquisitions (M&A) and succession planning.

Sowell Management Expands Nationwide Advisor Footprint

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Thursday, May 11, 2023

Banking, Asset Management, Professional Services, Finance, Partnership, RIA, Multimedia, Trust, Growth, Management, RIAS, APEX, Social media, Financial adviser, Sowell

Sowell Management, a privately held Registered Investment Advisor (RIA), announced today the recent addition of eight new Investment Advisor Representatives (IARs) and two new RIAs to their platform that allows financial advisors to operate independently.

Key Points:

Sowell Management, a privately held Registered Investment Advisor (RIA), announced today the recent addition of eight new Investment Advisor Representatives (IARs) and two new RIAs to their platform that allows financial advisors to operate independently.
“Sowell Management is different from most of our competitors in that we count IARs and RIAs as clients,” said Jason Inglis, Sowell’s chief revenue officer.
There are a myriad of reasons advisors choose independence , and specifically Sowell Management, and their reasons vary, Sowell said.
Bill Sowell said the reason advisors embrace Sowell Management, and the explanation for the recent growth, is the same.