GCG Advisory Partners Secures Recapitalization with BharCap Partners
Investment and Strategic Partnership to Enable Next Stage of Growth GCG Advisory Partners, parent company of GCG Wealth Management, proudly announces a new chapter in...
Tag : wealth management
Collaborative Capital Advisors Launches Tailored Wealth Services
Founders Bring Decades of Expertise in Building Successful Financial Institutions and Driving Strategic Growth Across Public and Private Markets and Wealth Management Backed by Renowned...
PPB Capital Names Bob Oros Former Hightower CEO Vice Chairman
Firm Growth Powers the Addition of the Industry Visionary, Strengthening PPB’s Leadership as Vice Chairman of the Board PPB Capital Partners, a leading provider of...
Cambridge Introduces First Agentic-AI Account Opening Tech
Autonomous “Digital Associate” delivers accuracy equal – or superior – to human counterparts, in a dramatically accelerated timeframe Functionality expected to expand to other administrative...
First Foundation Bank Names Stuart Bernstein Chief Banking Officer
First Foundation Inc., a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank (“FFB”), is pleased to announce the...
ChoiceOne Bank Picks Ameriprise to Manage Investments
Partnership gives ChoiceOne Wealth Management clients access to an impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced that ChoiceOne Bank,...
VestGen Adds NextGen Advisors Daniel Stringfellow & Gavin Bolanos
Additions Advance Firm’s Succession-Focused Strategy by Expanding its Bench of NextGen Talent to Enhance Service Offerings and Client Support VestGen Wealth Partners, LLC, (VestGen), the wealth...
Metalpha Concludes NextGen Fund with Strong Performance
Metalpha Technology Holding Limited, a leading digital asset-focused wealth management company, announced the successful completion of the LSQ Investment Fund SPC – Next Generation Fund...
The Bahnsen Group Announces New Leadership Positions and Key Hires
Fast growing wealth management firm prepares for next phase with restructured leadership and new personnel The Bahnsen Group, a national wealth management firm with over...
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...
Integrity, Premiere Senior Advisors Partner to Support Seniors
Premiere Senior Advisors will utilize Integrity’s innovative technology and transformative resources to help its agents better anticipate and meet the evolving needs of senior clients ...
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...
US Capital Global Appoints Erick Schenkhuizen VP in Newport Beach
Erick G. Schenkhuizen joins US Capital Global to strengthen its presence in Southern California and lead the group’s strategic regional growth. US Capital Global is pleased...
LBT Holdings Acquires Gonet Bank, Launches Bank of Nassau
LBT Holdings Ltd., in partnership with Gonet SA, is pleased to announce the successful acquisition of Gonet Bank & Trust Limited, a distinguished Bahamas-based private...
Angeles Wealth Management Appoints Cameron Rogers as Partner
Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer Angeles...