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Sanctuary Wealth Successfully Concludes Annual Oasis National Conference, Emphasizing Importance of Bold Ambition in Fast-Evolving Wealth Management Industry

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Hollywood, Florida Event Aligns Inspiring Keynotes, Strategically Valuable Breakouts and Community-Building Networking for Industry’s Most Elite Financial Advisors

Conference Provides First Opportunity for Sanctuary and tru Independence Partner Firms to Engage, Connect and Learn Together Since Combination of Enterprises in May 2024

INDIANAPOLIS, Oct. 18, 2024 /PRNewswire/ — Sanctuary Wealth (Sanctuary), providing elite financial advisors the freedom, flexibility, control and choice to thrive in an evolving industry, announced the conclusion of its annual Oasis national conference that took place in Hollywood, Florida, at The Diplomat Beach Resort Hotel, October 16-18.

The conference saw record attendance, with more than 500 participants, including advisors and registered assistants from Sanctuary and tru Independence Partner Firms, strategic partners, executive leadership and home office staff. This is the first time tru Independence Partner Firms have gathered in the same event since Sanctuary’s acquisition of tru in May 2024.

Community Building and One-on-One Learning Opportunities

Sanctuary was built on the premise that the whole can be greater than the sum of it’s parts and fosters a culture with a steel-sharpens-steel mentality where the best make each other better. Community building is the primary goal of Oasis, and the conference provided many opportunities for advisors to reconnect, share ideas and build deeper personal connections with each other. Many attendees are former wirehouse advisors and relatively new to the independent model, so networking among these colleagues with common experiences is particularly valuable.

Sanctuary once again hosted its popular Growth Village for advisors who wanted to hear from home-office specialists on implementing value-added resources for their practices, from marketing and branding to search engine optimization and media relations.

Conference Theme: Bold Ambition

The 2024 Oasis theme was Bold Ambition, a call for attendees to take decisive action to continue to thrive in the evolving wealth management industry. It included three days of keynote addresses, interactive breakout sessions and community-building networking opportunities with peers from across the growing network.

Adam Malamed, CEO of Sanctuary Wealth, opened the conference by reminding the audience, “Be bold, innovate, and respond to client demand—or risk being left behind. Independent wealth management firms have never had a greater opportunity for growth, and this momentum will continue. Our conference aims to help Partner Firms recognize industry trends and take strategic action to capture these opportunities for client success and business growth.”

The Nexus of Value

As a platform provider, Sanctuary is committed to staying ahead of industry trends — focusing not just on where the industry is, but where it’s headed. This ensures that advisors have a strategic partner that continues to build offerings that will support them well into the future, enabling them to deliver lasting value to their clients.

Malamed added, “Sanctuary is investing to equip affiliated advisors with the tools, products, and solutions necessary for flexibility, growth and long-term success in this dynamic industry.”

At this year’s conference, Malamed introduced Sanctuary’s Nexus of Value, a forward-looking framework built to ensure advisors have a platform that evolves with them.

The Nexus of Value focuses on three core components: Client Engagement, Digital Agility, and the Foundational Elements of independent wealth management businesses. These elements converge to meet the growing and evolving demands of clients’ needs for more personalized services, advanced digital solutions and operational efficiency.

Vince Fertitta, Co-President of Sanctuary Wealth, who oversees all recruitment for the firm, added, “Elite advisors have more choices than ever before when considering independence, and those who have chosen Sanctuary bet on themselves.” 

Co-President Bob Walter added, “You bet on yourself, but you put your faith in Sanctuary to provide the tools and technology to win.” 

Impressive Keynotes and Valuable Educational Sessions

Keynotes for this year’s conference included experts who embody the Bold Ambition theme. Speakers included Mike “Coach K” Krzyzewski a Naismith Hall of Fame basketball coach, five-time national champion at Duke and a six-time gold medalist as head Coach of the US Men’s National Team; Marcus Luttrell, the former Navy SEAL, bestselling author of Lone Survivor and Co-Founder of the Lone Survivor Foundation; Julian Castro, Political Analyst, NBC News and MSNBC; and Morgan Ortagus, CEO and Founder of Polaris National Security and former spokesperson of the State Department.

Attendees also heard updates from Sanctuary executive management, including Adam Malamed, CEO; Vince Fertitta, President; Robert Walter, President; and Mary Ann Bartels, Chief Investment Strategist.

The conference provided multiple opportunities for attendees to identify and develop growth-oriented, actionable business strategies at a series of breakout sessions hosted by Sanctuary’s strategic alliance partners. Stand-out topics included “Private Markets Are Hot: Popular Sectors for Every Type of Investor,” “Chasing Positivity: The New Art of Client Attraction,” which focused on mindset and client growth strategies; and “The Big, Bold, and the Beautiful – Introducing Wove by BNY Pershing” that provided insights into the cutting-edge operating system transforming the wealth management industry. These sessions highlighted critical trends and tools advisors can leverage to fuel their business growth.

Sanctuary Enhancing its Platform with Bold and Ambitious New Solutions

During Oasis, Sanctuary’s executives announced several enhancements to its platform, allowing Partner Firms to better position their practices for success in the evolving wealth management industry while continuing to service their clients with distinction.

Digital Asset Platform: Sanctuary is excited to announce a digital asset platform that will be available to advisors by the end of the year. Built on a foundation of education, training, due diligence and research Sanctuary Wealth advisors will now be able to recommend certain ETFs, models and alternatives in the fast growing digital asset class.

Wove: At Oasis, attendees were given details of the expansion of its multi-custodial wealth management platform through a new partnership with BNY Pershing. The recently announced clearing, custody and technology agreements will provide Sanctuary Partner Firms access to BNY Pershing X’s Wove wealth management platform even with assets held with other custodians and is designed to help connect an investor’s complete financial picture in one place. Wove will allow Sanctuary to continue its growth momentum while offering elevated services to its Partner Firms.
 Affiliation Program: Sanctuary is rolling out a curriculum to complement the capital it provides to support Partner Firm’s inorganic growth efforts. Sanctuary’s high revenue and asset standards preclude some advisors from establishing their own Partner Firm on its platform, and many advisors choose to join existing Partner Firms. Others meet the criteria but prefer to join forces with someone who has already established a firm. The new program formalizes Sanctuary’s commitment to preparing and supporting its Partner Firms in absorbing such inorganic growth opportunities.

Jump AI: Advisors in the Sanctuary network now have full access to Jump’s Advisor AI software to cut meeting-related admin time by up to 90% while improving the client and advisor experience. Jump’s AI tools enable an AI-enhanced client meeting cycle by putting meeting prep, notes, CRM updates, client recap emails, financial planning data, and follow-up tasks on AI autopilot.

Google Testimonials: Sanctuary Wealth is pleased to announce that Google Testimonials have been officially approved for advisor use in line with SEC guidelines. Advisors can now leverage this powerful tool to enhance their marketing and client engagement strategies.

Malamed concluded, “I’d like to thank the advisors and their staff members who took time away from their businesses to attend, especially those from tru Independence who joined us for the first time. I’d also like to thank our strategic alliance partners, who presented terrific content and supported the conference, and our Sanctuary home-office team, who planned and executed a high-quality and flawless event.”

About Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It is committed to providing partner firms with unequaled freedom, flexibility, control and choice through an ecosystem of partnered independence that offers a complete technology and operations platform, support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Sanctuary Wealth offers a Hybrid, Multi-Custodian, Shared ADV platform through its Sanctuary brand and a Multi-Custodian, Own ADV model through its tru Independence brand.

Currently, the Sanctuary Wealth network includes more than 120 partner firms in 30 states nationwide, with approximately $42 billion in assets on platform. Sanctuary Wealth consists of the wholly owned subsidiaries: tru Independence and Sanctuary Advisors LLC, SEC-registered investment advisers, Sanctuary Securities, Inc., a FINRA member broker-dealer, as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

Media Contacts for Sanctuary Wealth

Donald Cutler or Joseph Kuo
Haven Tower Group
424-317-4864 or 424 317 4851
dcutler@haventower.com or jkuo@haventower.com

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SOURCE Sanctuary Wealth

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Mila Health Launches AI-Powered Provider Assistant to Close Care Gaps

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October 18, 2024

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Mila improves patient outcomes, lowers no-show rates and communication burden

SEATTLE, Oct. 18, 2024 /PRNewswire/ — Mila Health, a leader in healthcare artificial intelligence (AI), announced today the launch of Mila, a state-of-the-art, AI-powered provider assistant that automates patient-provider interactions and closes patients’ care gaps.

Healthcare providers use Mila to autonomously guide patients to manage chronic and other conditions, lowering no-show rates while reducing manual effort. Mila engages patients with empathy, uses behavior change techniques to nudge patients, addresses open-ended questions accurately, learns from past conversations, and motivates them to comply with care plans. Mila integrates with EMRs for seamless provider workflows.  

Increasing patients’ adherence to care plans, such as annual wellness visits and procedures, improves the quality of care, decreases costs, and drives revenue. However, implementing patient-outreach programs requires manual operations, which are expensive and inconsistent. Mila resolves these issues for providers by using AI to autonomously reach out to patients to schedule their appointments, closing care gaps by more than 25% over existing baselines.

Several provider organizations, including Aayu Clinic, MIMIT Health, and Best Practices Inpatient Care, already have deployed Mila to enhance adherence, save staff time, and improve patient outcomes.

“Mila reaches out to patients and communicates in an engaging and effective way to automatically schedule appointments for the practice,” said Dr. Abhijit Shinde, MD, CEO of Aayu Clinic.  “We have increased appointments and patient adherence by 25% and reduced the time my staff spends making outreach calls by 10 hours per week. That’s crucial, since we have over 26,000 patients who need to be contacted and scheduled to meet our HEDIS quality measures. In the past, we sent letters or called patients, both expensive and ineffective methods. Mila, in turn, has been amazing.” 

“At MIMIT Health, we have several clinics that conduct hundreds of procedures per month,” said Dr. Paramjit Chopra, MD, CEO of the physician group. “We need to prepare patients for their procedures and then follow-up with them to ensure that they are adhering to their care plans. Previously, this process was manual. Today, we have integrated Mila Health into our Salesforce Health Cloud, from which we trigger automated tasks to Mila, such as scheduling follow-ups for patients past due for checkups. Mila autonomously completes the task, and when needed, automatically opens a ticket on the appropriate Slack channel. Thanks to Mila, we have saved hours of manual call operations, enabling us to prioritize our patients’ clinical needs over cumbersome administrative tasks.” 

“Mila’s AI-based automation has reduced no-show rates by more than 50%, driving down readmission and significantly improving patient health outcomes,” said Dr. Jeff Kreamer, MD, CEO of Best Practices Inpatient Care. “We discharge over a hundred patients a day from hospitals in the Chicago area and, previously, we manually called and sent scripted text reminders to ensure patient follow-up. Now, Mila autonomously calls patients to guide them in transitioning from their in-patient visits.”

“Manually delivering value-based care is costing the U.S. $234 billion annually in lost revenue, avoidable readmissions, and burnout on clinicians and staff. We are building Mila to be the most engaging assistant to deliver value-based care,” said Shailu Verma, CEO and co-founder of Mila Health. “We are building Mila to automate comprehensive post-visit care management, including symptom tracking, medication adherence, appointment management, and logistics coordination related to Social Determinants of Health (SDOH), such as scheduling transportation and care companions.”

About Mila Health
Mila Health is an innovative healthcare company from Swan AI Studios. Mila Health’s mission is to empower every individual to a better health outcome with personalized and trusted guidance. Mila is an AI-powered provider assistant that uses behavior change techniques, empathy, and nudges to engage and guide patients in their care journeys before and following visits. Patients can ask Mila questions and get clinically validated care instructions and educational resources when they need them – without additional provider involvement. To learn more, visit milahealth.com.

Media Contact:
Philip Anast (Amendola for Mila Health)
312-576-6990
panast@acmarketingpr.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/mila-health-launches-ai-powered-provider-assistant-to-close-care-gaps-302280491.html

SOURCE Mila Health

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BE OPEN Art launches the last regional competition of 2024 to support emerging artists of Southern Africa

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October 18, 2024

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LONDON, Oct. 18, 2024 /PRNewswire/ — BE OPEN Art, an online gallery set up by Elena Baturina’s humanitarian think-tank BE OPEN, continues to run BE OPEN Regional Art, the regional competition for emerging artists aimed to support those whose art best represents their regional, cultural and ethnic identities.

Throughout 2024, the BE OPEN expert community will continue selecting those artists who best represent the artistic tradition of a certain region to feature in the BE OPEN Art gallery and offer them greater visibility.

The fourth stage of the second year of the programme run will cover the countries of Southern Africa: Angola, Botswana, Lesotho, Malawi, Mozambique, Namibia, South Africa, Swaziland, Zambia, and Zimbabwe.

The stage will traditionally last three months, and the regional winner for Southern Africa will be announced and awarded 500 euro at the end of December 2024. In the meantime, artworks by 20 emerging artists from the listed countries will be posted at the online gallery every month, and a public vote will select the Regional Artist of the Month. At the end of the stage, one of the monthly winners will become the Artist of the Region, based on the amount of votes by the public and the BE OPEN art community members.

The regional competition runs alongside the regular ongoing work of BE OPEN Art, whose experts every month select 20 new artists for the gallery, using online voting to name the Artist of the Month and the Artist of the Year. 

Aiming to support emerging talent, BE OPEN Art selects artists at an early stage of their career who emphasize social consciousness and aesthetical solutions to the wrongs of the contemporary world. The project sees its mission in looking for new influencers in the art scene, and invites everyone to contribute.

BE OPEN is a global initiative to foster creativity and innovation, a think-tank whose mission is to promote people and ideas today to build solutions for tomorrow. It is a cultural and social initiative supported by Austria-based international philanthropist and businessperson Elena Baturina.

View original content:https://www.prnewswire.co.uk/news-releases/be-open-art-launches-the-last-regional-competition-of-2024-to-support-emerging-artists-of-southern-africa-302280498.html

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NASA, Artemis Accords Signatories Progress on Sustainable Exploration

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October 18, 2024

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WASHINGTON, Oct. 18, 2024 /PRNewswire/ — A record number of Artemis Accords signatories, including the United States, gathered at the International Astronautical Congress (IAC), the world’s largest global space conference taking place in Milan this week, furthering discussions on the safe and responsible use of space for the benefit of all.

During the space conference, top space agency leaders and other government representatives met Oct. 14 to continue advancing implementation of the Artemis Accords, marking the most comprehensive engagement yet among Accords signatories.

“As we send humans further into the solar system, collaboration and shared responsibility among nations are more critical than ever,” said NASA Deputy Administrator Pam Melroy. “The Artemis Accords provide a common sense set of principles to guide our work together, and our recent efforts to further their implementation is fostering a remarkable environment of trust and cooperation where all nations can contribute to and benefit from these endeavors.”

The high-level meeting was co-chaired by NASA, CSA (Canadian Space Agency) and Italian Space Agency. With 42 of 45 signatories participating, established and emerging spacefaring nations from every region of the world were represented to help create a foundation for future space exploration for the Artemis Generation.

Leaders from each nation reflected on how the group can contribute to and advance existing multilateral forums, further technical discussions to inform policy deliberations, and promote and encourage the participation of emerging space nations including the adoption of the Artemis Accords by additional countries. They agreed on recommendations on non-interference, interoperability, release of scientific data, long-term sustainability guidelines, and registration to advance implementing the Artemis Accords. A method of operations was established for the ongoing work of the signatories.

“Promoting the participation of emerging space nations and encouraging the adoption of the Artemis Accords is crucial for the entire space,” said Teodoro Valente, president of the Italian Space Agency. “This is a matter of strategic importance in order to ensure the active and meaningful engagement of emerging space nations, both those already part of the Artemis Accords, and those poised to join in the future.”

The conversation in Milan built on previous work during a workshop in Montreal in May 2024, where participants delved into the topics such as non-interference and interoperability.

“Canada is pleased to be part of a growing group of countries committed to the safety and sustainability of outer space activities,” said Lisa Campbell, CSA president. “We are strong supporters of the Artemis Accords and are pleased to have hosted the most recent workshop that advanced work on key aspects of the Artemis Accords. We look forward to continuing this important work in the coming months and years.”

In October 2023, signatories agreed on an initial set of mission data parameters to advance transparency and non-interference in conducting space activities. The data parameters identify relevant information about planned lunar surface missions including expected launch dates, the general nature of activities, and landing locations. Recent progress also included work on a database to house them. Several space agencies, including NASA, have submitted mission data to the United Nations Office of Outer Space Affairs for dissemination.

Potential focus areas for the next year include further advancing sustainability, including debris management for both lunar orbit and the surface of the Moon.

In 2020, the United States and seven other nations were the first to sign the Artemis Accords, which identified a set of principles promoting the beneficial use of space for humanity. The Artemis Accords are grounded in the Outer Space Treaty and other agreements including the Registration Convention, the Rescue and Return Agreement, as well as best practices and norms of responsible behavior that NASA and its partners have supported, including the public release of scientific data. 

The commitments of the Artemis Accords and efforts by the signatories to advance implementation of these principles support the safe and sustainable exploration of space.

Learn more about the Artemis Accords at:

https://www.nasa.gov/artemis-accords/ 

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/nasa-artemis-accords-signatories-progress-on-sustainable-exploration-302280509.html

SOURCE NASA

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