Tag : financial advisors

Financial Advisory & Services

Merit Financial Advisors Partners with TL Financial Group, Opens in Michigan

PR Newswire
by PR Newswire011
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating...
Financial Literacy, Education & SME Empowerment

Prizm Partners with Holistiplan for Insurance Reviews

PR Newswire
by PR Newswire035
Prizm Insurance, Inc. today announced a strategic partnership with Holistiplan, the financial planning software platform used by tens of thousands of advisors nationwide. The partnership enables...
Financial Literacy, Education & SME Empowerment

First Rate Ventures Invests in bQuest to Transform Aging Care

Business Wire
by Business Wire034
First Rate Ventures, the corporate venture arm of First Rate, Inc., today announced it has led the seed round in bQuest, a Denver-based Care Intelligence Platform purpose-built for...
Mergers, Acquisitions & Market Dynamics

Sowell Management Partners with Capital Connect for M&A Services

PR Newswire
by PR Newswire051
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors Sowell Management, a leading Registered Investment Advisor (RIA) serving financial advisors...
Financial Literacy, Education & SME Empowerment

First Command Supports Clients with Pay During Government Shutdown

Business Wire
by Business Wire053
First Command Financial Services, Inc. will provide direct deposit federal pay for clients as part of a comprehensive assistance program during the government shutdown. “First...
Taxation, Financial Planning & Corporate Strategy

Advisor with $100M Assets Joins Ameriprise for Client Growth

Business Wire
by Business Wire098
Roy LeBlanc joins Azalea Wealth Management, an established Ameriprise practice led by Private Wealth Advisor David McKean Jr. Financial advisor Roy LeBlanc recently joined the independent channel...
Taxation, Financial Planning & Corporate Strategy

IFA Partners with FutureVault to Launch Client Life Management Vaults

PR Newswire
by PR Newswire084
Through the CARES Process, IFA introduces a transformative digital vault experience to strengthen relationships between clients, advisors, and resource companies — Making Life Better For...
Economic Trends & Investment Insights

I Squared Capital Launches ISQ OpenInfra for Private Wealth Investors

Business Wire
by Business Wire0120
I Squared Capital, a leading independent global infrastructure investment manager and the largest specialist mid-market infrastructure investor, today announced the launch of ISQ OpenInfra, a...
Economic Trends & Investment Insights

Ares Management Launches First ELTIF for European Direct Lending

Business Wire
by Business Wire0161
Ares Management Corporation, a leading global alternative investment manager, announced the launch of its first European Long-Term Investment Fund (“ELTIF”) vehicle, the Ares European Strategic...
Taxation, Financial Planning & Corporate Strategy

Priority Financial Group Celebrates 20 Years of Innovation

Business Wire
by Business Wire0232
Helping Financial Advisors and Institutions Reach Their Goals Priority Financial Group (PFG) proudly celebrates its 20th anniversary—marking two decades of delivering flexible, forward-thinking wealth management...