Tag : registered investment advisors (RIAs)

Creative Planning Expands California Operations With Grassi Investment Management Acquisition
Investments News

Creative Planning Expands California Operations With Grassi Investment Management Acquisition

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced the acquisition of Grassi Investment Management, a distinguished wealth management firm located in Santa Clara, California. The transaction was completed on August 28, 2025, adding five experienced professionals to Creative Planning’s expanding team and approximately $1.3 billion in assets under management.......
Advisor Logistics Announces New Ownership and Executive Team to Accelerate Growth and Innovation in Outsourced Trading for RIAs
Finance News Trading

Advisor Logistics Announces New Ownership and Executive Team to Accelerate Growth and Innovation in Outsourced Trading for RIAs

PR Newswire
by PR Newswire0
Advisor Logistics, a rapidly growing outsourced trading solution built exclusively for Registered Investment Advisors (RIAs), announced a strategic change in ownership along with the appointment of a new executive leadership team to guide the firm through its next stage of growth. Brett Wheeler, the founder of the firm, remains the......
Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before
Banking Fintech News

Docupace Unveils Reimagined User Experience and Enhanced Platform Empowering Users Like Never Before

PR Newswire
by PR Newswire0
New Modern, Intuitive and Intelligent Experience will Accelerate Delivery, Increase Adoption and Boost Operational Scale Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user interface (UI) and user experience (UX) initiative – a leap forward designed to turbocharge productivity, fuel......
Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions
Finance Fintech News

Smartria and MirrorWeb Announce Partnership for Best-in-Class Compliance Solutions

PR Newswire
by PR Newswire0
Together, the Companies Offer the Leading Integrated Compliance Program Management and Communications Supervision Platforms for RIA Firms Smartria, a leading provider of regulatory compliance software, and MirrorWeb, a leader in the digital archiving and supervision space, today announced that they have combined forces to deliver an integrated compliance solution for registered investment......
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