Tag : RIA

Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation
Finance Investments News

Modern Wealth Adds $290 Million California Firm, Extending Founder’s Vision for the Next Generation

Business Wire
by Business Wire0
32-year-old Auburn firm joins Modern Wealth to expand client capabilities and support next-generation advisor development Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of financial professionals and their clients, today announced the acquisition of AWA Wealth Management, an Auburn, California-based wealth......
Growing RIAs May Be Outgrowing Their Compliance Systems Faster Than They Realize
Compliance management Investment Services News

Growing RIAs May Be Outgrowing Their Compliance Systems Faster Than They Realize

EIN Presswire
by EIN Presswire0
RIA Compliance Technology examines how growing RIAs stay organized and exam-ready without relying on spreadsheets or manual oversight. As registered investment advisory firms grow, the compliance systems that once felt manageable can quietly start creating operational strain. What worked for a startup firm with a small team and a limited......
Integrated Partners Caps Strong 2025 with Nearly $2B Added to the Platform, Underscoring Growing Demand for Advisor-First Model
Artificial Intelligence Finance News

Integrated Partners Caps Strong 2025 with Nearly $2B Added to the Platform, Underscoring Growing Demand for Advisor-First Model

Business Wire
by Business Wire0
Planning-led, entrepreneurial advisors continue to choose Integrated as industry consolidation reshapes competitive landscape Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $23.8 billion in assets under advisement (AUA), announced a year of significant growth momentum in 2025, recruiting eight advisory teams, onboarding 27......
Fintech Pioneer Bill Harris To Share Year-End Investment Playbook to Help Consumers Reduce Taxes and Strengthen After-Tax Outcomes
Finance Fintech News

Fintech Pioneer Bill Harris To Share Year-End Investment Playbook to Help Consumers Reduce Taxes and Strengthen After-Tax Outcomes

Business Wire
by Business Wire0
Evergreen Wealth founder and CEO Harris shares key strategies for investors to implement before December 31 that allow them to act decisively, capture current opportunities, and prepare for major tax law changes in 2026 With just under two months left in the year, U.S. consumers have just enough time to......
Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors
Artificial Intelligence Finance News

Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors

Business Wire
by Business Wire0
AI-Powered Process Agents Designed Uniquely for Advisory Firms’ Secure Ecosystems Dynamic Advisor Solutions (“Dynamic”), a leading RIA and provider of integrated business solutions for wealth advisors, announced a strategic partnership with Aculis, a pioneering artificial intelligence platform, to develop and deploy a secure AI enterprise solution, serving as the intelligent engine......
Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Fintech Investments News

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Business Wire
by Business Wire0
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance Serial fintech entrepreneur Bill Harris announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients......
Banking Fintech News

Ria Money Transfer strengthens Asia Pacific Presence Through Strategic Acquisition of Kyodai Remittance

GlobeNewswire
by GlobeNewswire0
Ria will add 17 Kyodai-owned stores, agents and mobile app in Japan to its global footprint, enabling people to send money from a vast country-wide network of more than 44,000 ATMs in Japan Post Bank and Lawson Bank locations Ria Money Transfer (Ria), a global leader in the cross-border money......
Ria Money Transfer and Xe Join Forces with Google to Collaborate on Seamless, Cross-Border Money Transfers
Digital Payments Finance Fintech News

Ria Money Transfer and Xe Join Forces with Google to Collaborate on Seamless, Cross-Border Money Transfers

GlobeNewswire
by GlobeNewswire0
The collaboration will improve access to payments services and enable more digital money transfer customers to benefit from Ria and Xe’s industry-leading money transfer services Ria Money Transfer (Ria), a global leader in the money transfer industry, and Xe, a global payments provider with 30 years of experience and trusted......
AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest
Fintech News

AdvizorPro Launches TrafficIQ to Give Asset Managers Real-Time Visibility into RIA Interest

Business Wire
by Business Wire0
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively AdvizorPro, a leading RIA and financial advisor intelligence platform, launched TrafficIQ, a new solution that enables firms targeting registered investment advisors to convert anonymous website visitors into actionable sales leads. Purpose-built for firms......
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
by Fintech News Desk0
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
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