Tag : financial advisors

Mergers, Acquisitions & Market Dynamics

Sowell Management Partners with Capital Connect for M&A Services

PR Newswire
by PR Newswire08
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 Wire016
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 Wire033
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 Newswire036
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 Wire061
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...
Lifelong Learning & Skills Development

RISR, The College Partner to Upskill Advisors on Succession Planning

Business Wire
by Business Wire0135
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...
Economic Trends & Investment Insights

Ares Management Launches First ELTIF for European Direct Lending

Business Wire
by Business Wire0128
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 Wire0211
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...
Taxation, Financial Planning & Corporate Strategy

45 UBS Advisors in SoCal & Hawaii Named to Forbes Best-in-State List

Business Wire
by Business Wire0230
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...
Taxation, Financial Planning & Corporate Strategy

UBS Private Wealth Advisor Jason Stephens named to Forbes America’s Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists

Business Wire
by Business Wire0200
UBS Wealth Management US announced today that Jason E. Stephens, Private Wealth Advisor and Managing Director in the firm’s Naples, Florida office, has been named to...