Tag : registered investment adviser

BridgePort Financial Solutions Names Industry Veteran Clara Sierra Managing Director
Finance News

BridgePort Financial Solutions Names Industry Veteran Clara Sierra Managing Director

PR Newswire
by PR Newswire0
Sierra to Lead Advisor Support and RIA Succession Strategy Implementation, Driving Growth Across All Business Models BridgePort Financial Solutions (“BridgePort”), a registered investment adviser (RIA) dedicated to providing optionality to fee-only independent advisors, announced the appointment of financial services and wealth management industry veteran Clara Sierra as managing director. In......
Cetera Names Andina Anderson to Lead RIA Blueprint Platform
Fintech Investment Services News

Cetera Names Andina Anderson to Lead RIA Blueprint Platform

PR Newswire
by PR Newswire0
Strategic hire accelerates RIA expansion across Cetera’s Wealth Hub architecture, delivering dedicated infrastructure, tech stack and compliance support to independent advisors Cetera announced the appointment of Andina Anderson as Managing Director, Digital Solutions, and head of RIA Blueprint – a purpose-built platform central to Cetera’s Wealth Hub strategy. In this expanded......
EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
Mercer Advisors Acquires Fure Financial Corporation
Finance News

Mercer Advisors Acquires Fure Financial Corporation

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc. a national Registered Investment Adviser (RIA), announced the acquisition of Fure Financial Corporation (“Fure Financial”). Fure Financial is a respected wealth management firm headquartered in Bloomington, Minnesota, serving approximately 300 clients with assets under management (AUM) of approximately $260 million. Fure Financial was founded in 1985 by......
Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
by Fintech News Desk0
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
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