First Rate Ventures Invests in bQuest to Transform Aging Care
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...
Tag : financial advisors
Sowell Management Partners with Capital Connect for M&A Services
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...
First Command Supports Clients with Pay During Government Shutdown
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...
Advisor with $100M Assets Joins Ameriprise for Client Growth
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...
IFA Partners with FutureVault to Launch Client Life Management Vaults
Through the CARES Process, IFA introduces a transformative digital vault experience to strengthen relationships between clients, advisors, and resource companies — Making Life Better For...
I Squared Capital Launches ISQ OpenInfra for Private Wealth Investors
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...
Former Ameriprise Advisors Launch Laurel Oak Wealth Mgmt
A team of five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new...
RISR, The College Partner to Upskill Advisors on Succession Planning
New partnership equips advisors with financial education and free access to RISR’s business insights, helping business owners plan successful exits and legacies RISR, a leading...
Patrick Funke & Associates Selects Commonwealth for Efficiency
The Phoenix-based practice lays the foundation for its next phase of growth, with a focus on retirement plans. Commonwealth Financial Network®, a national RIA dedicated...
Ares Management Launches First ELTIF for European Direct Lending
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...
InspereX Survey: Financial Advisors Bullish on 2H 2025
Advisors see equities as top-performing, most volatile asset class for 2025 Volatility is good for business; advisors say it’s the “best time” to show value...
Wells Fargo: Fed Lifts Asset Growth Limits; Employee Award Announced
Wells Fargo & Company confirmed that the Board of Governors of the Federal Reserve System (the Federal Reserve) has determined that Wells Fargo has met...
Priority Financial Group Celebrates 20 Years of Innovation
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...
45 UBS Advisors in SoCal & Hawaii Named to Forbes Best-in-State List
UBS Wealth Management US announced that 45 financial advisors based in the Southern California and Hawaiian areas of the firm’s Pacific Desert market have been named...
Commonwealth Financial Partners with Messina College for Career Paths
Inaugural class of Boston College’s new residential college will begin internships in September. Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with...