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Mesirow announced the acquisition of Price Wealth Management

PRNewswireSeptember 4, 20244 min
Mesirow, an independent, employee-owned financial services firm, announced the acquisition of Price Wealth Management, an established RIA firm based in Stuart, Florida. This transaction builds upon Mesirow’s significant existing footprint in the area, which also includes offices in Miami and Boca Raton. Price Wealth Management was represented by DeVoe & Company, a leading consulting firm and investment bank to RIAs. “This transaction aligns with our focus on serving a growing base of wealth management clients, advancing the firm’s...
Investments

4Point Wealth Management Joins LPL Strategic Wealth Services

GlobeNewswireAugust 20, 20246 min
LPL Financial LLC announced that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...
Investments

1900 Wealth Management™ Austin Office Adds Managing SVP

PRNewswireAugust 1, 20247 min
Highly Experienced Finance Executive Melissa Torres Anderson Will Direct 1900 Wealth Management’s Business Development in the Austin Market San Antonio-based, family-owned investment advisor 1900 Wealth Management™ (1900 WealthÂŽ) today announced it has tapped Melissa Torres Anderson to be managing senior vice president for its Austin office. “Melissa is a seasoned executive with extensive experience in finance, operations, reporting and private fund operations and compliance,” said 1900 Wealth President Todd Brockwell. “She is a leader with proven ability to provide strategic...
Investments

Advisor Duo Joins LPL Financial to Launch 1818 Wealth Management

GlobeNewswireJune 17, 20245 min
LPL Financial LLC announced that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. — just 20 minutes from the Gateway Arch in St. Louis — Shevlin and Joelner have worked...
Investments

Bybit’s BTC Fund Pool Revolutionizes Wealth Management

PRNewswireJune 6, 20243 min
Bybit, one of the world’s top three crypto exchanges by volume, is excited to announce the addition of Bitcoin (BTC) to its Wealth Management Fund Pool alongside USDT, becoming the first major crypto exchange to offer BTC wealth growth options to its users. 100 BTC Sold Out in 7 Hours A total of 100 BTC was allocated at the soft launch on June 3, which was sold out within 7 hours. This overwhelming response from users underscores the demand for innovative wealth management solutions...
Platforms

Broadridge and Kyndryl to partner in Canadian Wealth Management

PRNewswireMay 14, 20245 min
Global Fintech leader Broadridge Financial Solutions, Inc., announced that it will acquire Kyndryl’s Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms. Kyndryl intends to partner with Broadridge Canada by providing managed services and capabilities to SIS. “The partnership with Kyndryl and the acquisition of the SIS business further underscore Broadridge’s long-standing...

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