Tag : registered investment advisor

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 Newswire0228
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......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0294
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
Caliber Announces Expansion of Capital Markets Initiatives
Capital Markets Investment Services News

Caliber Announces Expansion of Capital Markets Initiatives

Business Wire
by Business Wire0268
Hires Skyway Capital Markets for Managing Dealer Services CaliberCos Inc., a leading vertically integrated alternative asset manager,  announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal wholesale team to the......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
by Fintech News Desk0330
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors
Digital Asset Management News

Valkyrie Funds Launches Macro-driven Digital Asset Separately Managed Accounts (SMAs) For RIAs And Financial Advisors

Fintech News Desk
by Fintech News Desk0477
Platform enables investment professionals to offer institutional-caliber, risk-managed, research-focused portfolios to their clients Valkyrie Funds, LLC., a leading Registered Investment Advisor (RIA) focused on digital assets, announced the launch of the new Valkyrie Risk Managed Separately Managed Account (VSMA) Platform enabling advisors to offer digital asset investments to their clients. Latest......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0356
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
Business Fintech Investment Services News

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
by Fintech News Desk0491
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0476
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
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