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Houston, Dec. 28, 2017 -- HOUSTON – NEXT Financial Group, Inc. (NEXT) program, NEXT Select, recently reached $500 million in assets, an incredible accomplishment for a program that was launched only a year ago. NEXT Select is NEXT’s advisory platform that helps advisors streamline client communications as well as their fee-based strategies.
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“We have surpassed several goals that were previously set for the year, and we will likely continue to reach even more before 2018,” said Barry Knight, president of NEXT. “We want to thank all of our NEXT advisors for helping our platforms reach such incredible milestones, and we will continue to make every effort to exceed their expectations by providing the highest level of service possible.”
Since the firm’s inception, the executives of NEXT have strived to provide advisors with all of the resources needed to remain compliant in an ever-changing industry. The program combines forces with NEXT’s legacy third party money-management firm, Visionary Asset Management (“Visionary”) to create NEXT Advisory Services, which offers Investment Advisor Representatives the freedom of choice in their fee-based strategy.
“As our industry continues to change and evolve, NEXT is ready to do the same,” said Drew Miller, Visionary president. “Our approach to supporting advisors has always centered on serving their needs first, and we have built a strong, advisory-based platform that is designed to offer sustainability and structure, all while keeping client relationships as the center focus. We also continue to provide the resources advisors need to serve clients in a transactional capacity with a strategy best meets their goals.”
ABOUT
NEXT Financial Group Inc., an independent broker-dealer servicing over 600 independent financial representatives throughout the country. NEXT is the recipient of WealthManagement.com’s best-in-class Service award in the 2016 and best-in-class Transition Support award in 2017 WealthManagement.com Industry Awards.* The firm continues building upon its unique culture to better serve the needs of independent financial professionals and their customers.
Attachments:
A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/7caae40f-e913-40f7-a248-ab5392f406ea
Megan Broussard Next Financial Group Inc. 713.375.2524 [email protected]
