Unique, family-owned tax, accounting and financial advisory firm affiliates with Avantax citing its robust technology platform for sustained growth and enhanced end-client service
Global law firm Ropes & Gray has strengthened its industry-leading asset management practice with the arrival in London of Tom Alabaster, one of the UK’s leading investment funds lawyers. Tom joins our preeminent global practice as a partner and head of funds, EMEA. Tom is a trusted adviser to clients in the private equity, real estate, natural resources and infrastructure sectors. Ranked in Legal 500 and Chambers UK, Tom’s clients describe him as an “absolutely awesome” lawyer who “understands the regulations but...
Hightower Launches ‘Elevate,’ a Virtual Business Enrichment Program
May 15, 20205 min
The virtual educational series is designed to help Hightower advisory businesses boost organic growth
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity
May 14, 20203 min
Growth-Minded Canadian Firm Adopts Envestnet's Unified Advice Platform to Support its Advisors & Internal Portfolio Managers, as well as End Clients
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Investment Underscores Franklin Templeton’s Strategic Focus on Fintech AdvisorEngine Will Continue to Build upon its Open-Architecture Platform Strategy
AMTD International (NYSE: HKIB; SGX: HKB) and Singapore Exchange (“SGX”) have entered into a long-term strategic partnership to promote the development of Singapore’s capital markets and strengthen connectivity between Singapore, ASEAN, the Greater Bay Area, the rest of China and the Middle East. Through this collaboration, AMTD International (“AMTD”) and SGX will work together to meet the growing market needs for improved capital market access and connectivity to Singapore and beyond. AMTD Group, parent company...
Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform
Financial Advisors Accelerate Shift to Holistic Financial Planning
April 28, 20205 min
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning within their practices moving forward. Younger advisors (under 40) are four times more likely than older advisors (over 55) to believe...
Hightower Rolls Out ‘Engage’
April 23, 20206 min
The automated platform will help Hightower advisory businesses leverage impactful content to communicate and engage with clients, attract new leads, motivate prospects and boost organic growth
Fengate welcomes Jennifer Honey Brannon
April 22, 20203 min
Fengate Asset Management (Fengate) is pleased to announce Jennifer Honey Brannon has joined the firm as Executive Vice President, Human Resources, effective today. Based in Fengate’s Oakville office, Jennifer leads and is responsible for the firm’s people management and talent and culture development, and she is a member of the Executive team. Bringing more than 20 years of professional business experience overseeing human resources and corporate culture programs, Jennifer joins Fengate from Financeit, a leading financial technology company, where...