All Harvest Group News


Massachusetts Considers Making RIAs Post Their Fees

February 14, 2018
Todd Ingwersen

The Massachusetts Securities Division is soliciting public comments on a proposal requiring state-registered RIAs to create a fee table for clients that can be given to prospects and posted on their websites. This would increase transparency, aid comprehension of advisory fees, and enable comparison shopping of investment advisers, claims the securities regulator. Todd Ingwersen, Chief Investment Strategist and a Managing Partner at The Harvest Group agrees, saying “It’s smart to disclose all fees, all-in.” Read more on FinancialAdvisorIQ.

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Helping Clients Understand the RMD Rules for Retirement

February 7, 2018

As a financial advisor, it’s important to be sure that your clients have all of the essential information regarding Required Minimum Distributions to ensure that they don’t make expensive mistakes. Anyone over the age of 70.5 that has an IRA account needs to understand how RMDs affect their retirement withdrawal strategy. Roger Ingwersen, Managing Partner and Founder of The Harvest Group discusses some important considerations in the following article.

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The Harvest Group Shortlisted for the Family Wealth Report Awards 2018

January 10, 2018

The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), has been shortlisted for the Family Wealth Report Awards in the category of “Innovative Client Solution.” Specifically, the firm was short-listed for its Harvest Wealth Management for Life™, a comprehensive, personalized wealth management solution designed to better meet the needs of the…

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The Harvest Group Supports The Ellie Fund’s Casino Night Fundraiser

December 18, 2017

Boston, MA, December 18, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), was pleased to support a fundraiser for The Ellie Fund, a non-profit organization that fights breast cancer and provides free services to ease the effects on cancer patients and families. The firm sponsored a table at…

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The Harvest Group’s Senior Wealth Management Advisor, Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), Earns Cash Balance Consultant (CBC) Certificate

December 18, 2017

Boston, MA, December 18, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Laurie E. Ingwersen, CFP®, CRPC®, CDFA(TM), has received a Cash Balance Consultant (CBC) certification from retirement administration firm and Cash Balance specialist, Kravitz, Inc. With the CBC certification, Ingwersen has gained the tools necessary…

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The Harvest Group’s Chief Investment Officer, Todd M. Ingwersen, CFP®, CIMA®, Earns Certified Exit Planning Advisor (CEPA) Certificate

December 10, 2017

Boston, MA, December 4, 2017 – The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), is proud to announce that Todd M. Ingwersen, CFP®, CIMA®, has received his certification from the Exit Planning Institute as a Certified Exit Planning Advisor (CEPA). With the CEPA certification, Ingwersen has gained nationally recognized tools…

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How UBS exited the Broker Protocol and why the aftereffects may surpass those of Morgan Stanley’s earlier departure

November 28, 2017
Todd Ingwersen

Todd Ingwersen shares his perspectives with Brooke Southall of RIABiz on the continuing trend of large firms leaving the Broker Protocol. Southall writes that “UBS was able to execute a head fake that leaves its brokers only a very short window to use the provisions of the Protocol as cover for moving assets” and Ingwersen points out that the best thing brokers can do to ensure a quick transition is to be prepared ahead of time.

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Waltham-Based RIA, The Harvest Group, Responds to Morgan Stanley’s Withdrawal from the Broker Protocol by Vowing to Help Advisors Go Independent

November 6, 2017

The Harvest Group Wealth Management, a family-owned, independent Registered Investment Advisor (RIA), is stepping up efforts to help veteran wirehouse financial advisors transition to independence, modernize their practice, earn more net income, plan for the succession of their business, and retire with confidence.

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The Harvest Group Celebrates One-Year Anniversary as a Family-Owned, Independent RIA

October 3, 2017
The Harvest Group Announcement

Boston, MA, October 2, 2017 – The Harvest Group Wealth Management, LLC, a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, celebrates its one-year anniversary as a family-owned, independent Registered Investment Advisor (RIA). In September 2016, 45-year industry veteran, Roger H. Ingwersen, CFP®, CIMA®, CRPC®, along with his son Todd M. Ingwersen, CFP®, CIMA®, and daughter…

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