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Financial Advisors choosing the TFA Tactical Income Fund as part of a portfolio today, experience agility, flexibility and adaptability, as compared to the inflexibility typically associated with the bond space. The TFA Clearinghouse unique approach uses a team of up to 7 hand-picked managers and sub-advisors, resulting in the ability to make quick, nimble investment adjustments.  Tactical Fund Advisors (TFA), a registered investment advisory firm, managing six tactical mutual funds, today announced that their TFA...

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Strategic Partnership to Enhance Growth of Leading Wealth Management Firm and Accelerate M&A Strategy Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC (“Beacon Pointe” or the “Company”) and KKR, a leading global investment firm, today announced the signing of a definitive agreement under which KKR will make an investment in Beacon Pointe. The Beacon Pointe team will continue to own over 50% of the Company going forward, and Abry Partners (“Abry”) will fully...

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Orion’s free planning platform and client communication support help advisors address market volatility, while the newly developed Business as Usual program provides priority onboarding, deferred payment options, and outsourced business operations support to advisory firms unable to access their installed technology as a result of the quarantine induced by the COVID-19 pandemic

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Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera Wealth Management. The merger was official as of January 1, 2020. This merger further strengthens both firms’ already robust capabilities in offering fee-only financial planning and investment management. The entire Keatley Wealth Management team has joined Modera. And while they continue to serve clients out of their Colony Road office, they now have access to additional resources, including...

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Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Alex Chalekian and his registered investment advisory firm Lake Avenue Financial, are joining as the latest dynamic team to identify Integrated as an outstanding option for growth-oriented entrepreneurs. Well known in the financial advisory community, Alex Chalekian and his team have been considering their options with regard to growth and business evolution catalysts for some time. After many months...

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