Search Results for: Wealth management

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Investment Services News

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

Business Wire
by Business Wire0
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM). Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of......
TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms
News Trading

TradeStation Securities Selects Doxim Customer Communications Management (CCM) Platform to Strengthen its Award-Winning Suite of Trading Platforms

PR Newswire
by PR Newswire0
Doxim’s industry-leading, omnichannel CCM solution will help TradeStation enhance the investor and trader experience and streamline operations. Doxim, the leading customer communications management (“CCM”) and engagement technology provider serving highly regulated markets, announced that TradeStation Securities, Inc. (“TradeStation”), an award-winning*, self- clearing online brokerage for trading stocks, ETFs, options and futures......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Sheehan Wealth Partners Joins LPL Strategic Wealth Services
Fintech News

Sheehan Wealth Partners Joins LPL Strategic Wealth Services

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors James Sheehan CFP, CPWA, and Shawn Tighe CFP, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They become the 30th team to join LPL Strategic Wealth Services, the firm’s modern supported independent solution that enables advisors to grow their business according to their vision.......
ALLINDEX Selects BridgeFT's WealthTech API as its Primary Source for Data Aggregation
Investment Services News

ALLINDEX Selects BridgeFT’s WealthTech API as its Primary Source for Data Aggregation

PR Newswire
by PR Newswire0
ALLINDEX’s Platform Leverages Multi-Custodial Data from BridgeFT’s WealthTech-as-a-Service Offering to Fuel the Swiss-Based Company’s Growth in North America BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that ALLINDEX, a high-growth, global custom......
KMJ Financial Group, LLC, Moves to Commonwealth to Expand Fee-Based and Tax Planning Business
Finance News

KMJ Financial Group Moves to Commonwealth to Expand Fee-Based and Tax Planning Business

Business Wire
by Business Wire0
Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of KMJ Financial Group, LLC, (KMJ) of Whitehall, Pennsylvania, to its network of financial advisors. Formerly with American Portfolios, an affiliate of Advisor Group, managing partners Kirk Brown and Jake Ruggles,......
External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd
Fintech News

External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd

Fintech News Desk
by Fintech News Desk0
CYFIRMA, a leading external threat landscape management co, with this Pre-Series B round, has raised USD 18 million to-date. Funds raised to be used for product innovation, global market expansion and brand building. To help customers navigate the increasingly complex threat landscape, CYFIRMA has redefined threat intelligence beyond static data......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community
Analytics B2B Finance News

Wealth Solutions Report Launches Inaugural Sponsored Content Program To Connect Industry-Leading Firms With Fast-Growing Readership Community

PR Newswire
by PR Newswire0
Reflects Strong Interest From Leading Wealth Management-Related Firms For Sponsored Content Opportunities Across Email, Articles And Custom Content Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – announced the launch of its inaugural sponsored content and advertising program. Concurrently, WSR......
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