Category : Financial Advisory & Services

PFFI is now listed on the LSE, Xetra and Borsa Italiana Exchanges and registered in 11 European markets Infrastructure Capital Advisors (“Infrastructure Capital”), a leading provider of...

Raymond James recently welcomed four financial advisors to its Corporate RIA affiliation model within Raymond James Financial Services (RJFS) – the firm’s independent advisor channel...

The studies and the included Recon® platform help annuity companies better manage risks Milliman, Inc., a premier global consulting and actuarial firm, today announced the results...

UBS Wealth Management today announced the hiring of Financial Advisor Michael Shain in Greenville, South Carolina. Michael returns to UBS after a distinguished 33-year career at the...

Connors Group, a leader in high-performance workforce and operational improvement solutions, today announces the addition of two seasoned industry experts to its Account Executive team: Mike...

Business Alliance Financial Services (BAFS), a leading provider of commercial lending technology and services, today announced a strong third quarter (Q3) marked by rising adoption...

Serial fintech pioneer Harris will share how high-net-worth individuals and families in the Dallas-Ft Worth Metroplex can take advantage of multiple advanced tax strategies to...

Helping to connect crypto-native assets with real-world financial infrastructure, Omnitrove will offer a unified interface with AI tools and real-time forecasting for a variety of digital asset applications...

Netley Capital (“Netley”), a private investment firm, today announced the successful completion of its first tertiary transaction. Netley also announces that Alvaro Rosado is joining...

Experienced Transaction Leader Expands Angeles’ Capabilities Angeles Equity Partners, LLC (“Angeles”), a private investment firm that partners with niche manufacturing, critical industrial services, and specialty distribution...

McGregor to Lead Firm’s Entry into the U.S. ETF Market, Expanding Access to Actively Managed, Long-Term Growth Strategies Baillie Gifford, the independent global investment manager,...

Jefferies Financial Group, Inc. (NYSE: JEF) (“Jefferies”) announced today that is has posted this letter from our CEO, Rich Handler, and our President, Brian Friedman:...

Mike Lloyd of Oakwood Financial Group says the integrated technology at Ameriprise is “already transforming how we operate and engage with our clients” Financial advisory...

Wealthfront’s new Nasdaq-100 Direct portfolio combines exposure to the Nasdaq-100 Index® with the added tax benefits of direct indexing and is available for just 0.12%...

Enhancements enable advisors to more efficiently deliver transition plans and personalized proposals for new and existing clients MyVest, a leading provider of enterprise wealth management...