Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Apex Clearing Adds Two Industry Veterans to Leadership Team, Tricia Rothschild & Tom Valverde

Rothschild Joins as President & Valverde Joins as GM to Maximize Apex Growth, Positioning the Firm to be the Custodian of Choice in Wealth Management Apex Clearing, a PEAK6 company…

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Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO

Kestra Financial, Inc. Recruits Industry Innovator Nick Harness as CIO

Former JPMorgan Chase & Co. technology exec to support all Kestra Financial, Inc. companies Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, continues to…

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Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management,…

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On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers…

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Boenning & Scattergood Deepens Commitment to Bank and Thrift Sector with Addition of Joseph Plevelich, CFA®, Director and Senior Research Analyst

Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce Joseph Plevelich, CFA®, has joined its Equity Research team as Director and…

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Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Investors Can Now Open and Fund Accounts from Inside Orion’s Client Portal in Minutes Utilizing Apex’s Industry Leading APIs Apex Clearing, the digital custody and clearing engine powering the future…

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Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Kestra Financial Nabs Industry Leader, Stephen Langlois, as President

Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, is proud to announce the appointment of Stephen Langlois as President of Kestra Financial. In this…

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Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read…

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Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface….

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Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd….

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