Integrity Partnership Boosts MG3 Enterprises with Technology
Access to Integrity’s innovative, best-in-class systems will empower MG3 Enterprises agents to work more efficiently and meet complex consumer needs more holistically Integrity, LLC, a...
Tag : wealth management
F&G Annuities Joins Voya Platform, Expands Growth Solution Access
Distribution relationship introduces F&G’s fixed indexed annuities (FIAs), registered index-linked annuities (RILAs) and multi-year guaranteed annuities (MYGAs) product suite to Voya’s industry leading wealth solutions...
478 Ameriprise Advisors Named to Forbes “Best-in-State” List
Ameriprise Financial, Inc., announced that 478 of the firm’s financial advisor practices were named to the Forbes list of “Best-in-State Wealth Management Teams.” Forbes recognizes top-performing teams across the...
Graphene Launches Alpha Investment Platform
Platform delivers regulated infrastructure, custody connectivity and end-to-end investment operations to support Alpha’s growth strategy Graphene Platforms Limited, Europe’s leading wealth management solution, today announced...
Cathay Financial Expands Regional Asset Management Platform
As Taiwan’s largest integrated asset management group, Cathay Financial Holdings (Cathay FHC) continues to expand its platform by leveraging more than six decades of investment expertise...
Financial Advisor Troy Nelson Helps Shape the Future of Wealth Management
Edward Jones’ Teaming Model Helps Financial Advisors Grow Practices and Build Stronger Client Relationships Edward Jones continues to strengthen its position as a premier firm to...
Arete Wealth Announces C-Suite Leadership Changes
Arete Wealth, Inc., the parent holding company of Arete Wealth Management, LLC, a FINRA-registered broker-dealer; Arete Wealth Advisors, LLC, an SEC-registered investment adviser; and Arete Insurance Agency, LLC...
Avestar Capital Launches Singapore Office
US-Based Multi-Family Office Strengthens Global Footprint to Serve Asia’s Ultra-Wealthy Families Avestar Capital, a leading U.S.-based multi-family office, today announced the official launch of its...
Causeway Opens London Office, Appoints EMEA Business Director
Causeway Capital Management LLC, the independent active equity manager, today announced the expansion of its global footprint with the opening of a new office in...
The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge
Las Vegas-Based Hybrid to Use Funds to Support Expansion of its SuccessionFully Platform Investment to Accelerate National Launch and Strengthen the Holistic Succession Planning Tool,...
Kirk Badii Recognized as a 2025 5-Star Independent Advisor by InvestmentNews
InvestmentNews honors Kirk Badii for fiduciary leadership and long-term wealth management for ultra-high-net-worth families Kirk Badii , founder of Badii Group Private Wealth Management, has been...
First Western Trust Names Alex McDougall Arizona Regional President
First Western Financial, Inc. is pleased to announce the appointment of Alex McDougall as Regional President for its Arizona offices. With more than 18 years...
Ghalib Kanji Joins Raymond James Global Wealth Solutions Team
Lisa Detanna, Managing Director of the Global Wealth Solutions Group of Raymond James, is pleased to announce that Ghalib Kanji has joined the team as Senior Vice...
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...
Wise River Advisors Named Among Barron’s Top 250 Wealth Teams
UBS Global Wealth Management US announced today that Wise River Advisors, an advisor team based in the firm’s Los Angeles office, has been named to the...