financial advisor - FinTecBuzz

Beacon Pointe Announces Investment from Investment firm KKR

November 16, 20219 min

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...

by BusinessWire

Financial Software

Orion Offers Free Planning Platform to All Advisors

April 2, 20206 min

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

by Ashish Y.

Banking Platform

Larry Wash to Join Current Capital as Senior Advisor

February 10, 20204 min

Current Capital Partners LLC, an independent advisory and merchant banking firm focused primarily on industrial and services companies, announces that Larry Wash will join the firm as a Senior Advisor

by PRNewswire

Asset Management

Keatley Wealth Management Has Merged with Modera Wealth Management

January 17, 20205 min

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...

by FTB News Desk

Scoring

MorganFranklin Consulting and Michael Breed Announce Transformational Studio Partnership

January 13, 20204 min

Acclaimed media star’s state-of-the-art studio will now be called MorganFranklin Transformation Center

by PRNewswire

Business Tools

Alex Chalekian, Lake Avenue Financial Join Integrated Partners

October 3, 20199 min

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...

by BusinessWire

Investments

Blackstone Closes Acquisition of Vungle, a Leading Mobile Performance Marketing Platform

October 1, 20197 min

Vungle promotes Jeremy Bondy to Chief Operating Officer

by PRNewswire

Asset Management

Oranj Launches Real-Time Notifications on Its Wealth Management Platform for Financial Advisors

September 26, 20197 min

Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications

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