Mercer Advisors Expands in Greater Denver Acquiring Chapel & Collins
November 14, 20246 min
Firm continues growth in the Greater Denver Area with addition of experienced team focused on high-net-worth families
Inszone Insurance Services Acquires Nugent Insurance Brokers, LLC
November 7, 20247 min
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is excited to announce the acquisition of Nugent Insurance Brokers, LLC. With this acquisition, Inszone continues its strategic expansion while welcoming another legacy insurance firm with a proud three-generation history into its growing footprint. Founded by Valerie and Tom Nugent Jr., Nugent Insurance Brokers has provided clients with top-tier service. The family’s roots in the insurance industry date back to Tom...
MONECO Advisors Named to Forbes’ America’s Top RIA Firms 2024
November 4, 20243 min
MONECO Advisors, LLC announces its inclusion in the Forbes’ America’s Top RIA Firms 2024 ranking. Dedicated to driving conscious growth, the firm’s Managing Partner, Charlie Rocco, JD/MBA, CFP®, CIMA® comments that: “While others may chase Wall Street profits, we find fulfillment in developing client relationships and providing financial plans that help our clients pursue their milestones and goals. This top industry ranking from Forbes confirms we are on the right track with this approach as we...
How Companies Can Leverage AI to Improve Client Experiences
October 30, 202413 min
Redefine client experiences in financial services with AI-driven personalization and streamlined meeting workflows.
Lantern Appoints Piers Dixon as Head of Sales
October 8, 20243 min
Experienced fintech leader to drive sales and expand Lantern’s reach in the private markets sector
Lev Expands Digital Platform to Support Debt Brokers in Commercial Real Estate Financing
September 11, 20244 min
AI-powered solution streamlines lender discovery and data management for debt brokers
HoyleCohen to Join The Colony Group
August 6, 20244 min
Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced that it has entered into a definitive agreement under which San Diego-based HoyleCohen LLC will join Focus firm The Colony Group, LLC. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions. HoyleCohen, a leading West Coast based RIA with four offices across California and Arizona, initially joined Focus as a...