Search Results for: financial advisor

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List
Fintech News

Forbes Recognizes Eight Northwestern Mutual Financial Advisors on 2022 Top Women Wealth Advisors Best-in-State List

Fintech News Desk
by Fintech News Desk0
Northwestern Mutual announced that eight financial advisors affiliated with the Northwestern Mutual Wealth Management Company have been named to the 2022 Forbes Top Women Wealth Advisors Best-in-State list. Latest Fintech Insights: Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time “These talented......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities
Finance News

New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities

Fintech News Desk
by Fintech News Desk0
Improvement in the financial industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC and Civitas Advisor Solutions, LLC offer clients new groundbreaking solutions and opportunities. Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with over 40 independent......
CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
by Fintech News Desk0
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers
Fintech News

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers

Fintech News Desk
by Fintech News Desk0
CapIntel’s partnership with Equitable Life signals accelerated movement within Canadian financial services leaders working with fintech companies to thrive in a digital world. CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with Equitable Life. Leading......
Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform
Fintech News

Advisor Group Welcomes Three Financial Advisors With Over $481 Million of Total Client Assets to Its Platform

Fintech News Desk
by Fintech News Desk0
Gerald Kleber, Dustin Carr and Tad Lyle join Advisor Group through SagePoint Financial and The AmeriFlex Group. Advisor Group, the nation’s largest network of independent wealth management firms, announced its successful partnership with three financial advisors who oversee $481 million in total client assets. Latest Fintech Insights: Marco Financial Partners with DP......
Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning
Capital Markets Finance News

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Republic Capital Group congratulates its client Reilly Financial Advisors (“Reilly”) with $2 billion in AUM, on its transaction with Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces......
NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)
Finance Fintech News

NARSSA Announces Partnership With the National Association of Personal Financial Advisors (NAPFA)

Fintech News Desk
by Fintech News Desk0
NARSSA and NAPFA to Collaborate on Social Security Education for its Members The National Association of Registered Social Security Analysts (NARSSA), the leader in expert Social Security education, training, and analysis fulfillment for financial professionals, has announced a partnership with the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s......
Creative Planning Acquires Reilly Financial Advisors
Finance Investment Services Investments News

Creative Planning Acquires Reilly Financial Advisors

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management. Latest Fintech Insights: Payments and DeFi-centric Blockchain,......
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