Search Results for: Wealth Advisory

Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AlTi-Tiedemann-Global-Closes-Previously-Announced-Constellation-Wealth-Capital-Investment
Fintech Investments News

AlTi Tiedemann Global Closes Previously Announced Constellation Wealth Capital Investment

Business Wire
by Business Wire0
AlTi will use the capital principally to fund its mergers and acquisitions pipeline and organic growth activities. AlTi Global, Inc, a leading independent global wealth and alternatives manager with over $70 billion in combined assets, today announced the closing of the initial investment from Constellation Wealth Capital (“CWC”). CWC, an investment......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
"SFIC Shares Vision, Mission, and Future Endeavours"
News Trading

2024 SFIC Launches Cutting-Edge AI Trading System CAI: A New Era of Wealth Growth

GlobeNewswire
by GlobeNewswire0
As SFIC continues to make waves, co-founder Nick Yang offers exclusive insights into the company’s vision, mission, and future endeavours. SFIC (Smart Finance & Investment Consultants) stands at the forefront of innovation in the investment industry, leveraging cutting-edge AI technology to redefine the way individuals and institutions approach financial markets.......
Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
by PR Newswire0
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
Wealthfront Now Oversees More Than $50 Billion in Client Assets and is on Track to Grow Revenue by Over 140% in 2023
Finance Fintech News

Wealthfront Now Oversees More Than $50 Billion in Client Assets and is on Track to Grow Revenue by Over 140% in 2023

PR Newswire
by PR Newswire0
The company’s focus on client trust, automation, and an expanded product line have created a highly profitable and growing business Wealthfront, a leading consumer fintech and pioneer of the robo-advisor industry, is proud to announce that the company now oversees more than $50 billion in assets for over 700,000 clients, largely young......
Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study
Fintech News

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

PR Newswire
by PR Newswire0
Merrill Center for Family Wealth publishes guide to productive family conversations about money and relationships Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
1