Assets under management soar 136% to $4.2B following strategic transformation
The Arbitrum Foundation today announces that the ArbitrumDAO has confirmed the next phase of its Stable Treasury Endowment Program (STEP), allocating 35 million $ARB to tokenized U.S. treasury products through leading institutional issuers Franklin Templeton, Spiko and WisdomTree. Launched in July 2024, STEP is the first ArbitrumDAO-driven initiative to deploy treasury capital into tokenized real-world assets at scale. The initial tranche of over $30 million has already generated nearly $700,000 in passive yield for the DAO while advancing the on-chain...
Flourish Announces Relationship with Carson Group
April 14, 20254 min
Carson Group to Bring Held-Away Cash Solution to its Advisors
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
Aquarian Announces the Formation of Aquarian Insurance Holdings
March 26, 20256 min
New Operating Structure Reflects Significant Growth in Insurance & Reinsurance Businesses
Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President
February 25, 20254 min
Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart
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February 10, 20256 min
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CW Advisors Adds Two Boston-Area RIAs
February 4, 20253 min
CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed. “We are excited to welcome the Aspire...