Facet Expands Membership to Include Tax Preparation & Filing
September 26, 20255 min
Latest move makes integrated tax filing and planning a seamless part of Facet’s flat-fee membership, now serving 24,000+ members with $5 billion in assets
Bitget Releases January 2025 Transparency Report
February 18, 20254 min
Bitget, the leading cryptocurrency exchange and Web3 company, has released its January 2025 Transparency Report, highlighting a dynamic start to the year marked by significant growth in trading volumes, platform engagement, and ecosystem innovation. Bitget expanded the BGB ecosystem through strategic initiatives, including launching a BGB liquidity pool on Uniswap and a $1.1 million liquidity pool on Bulbaswap following its integration with Morph Chain. These efforts enhance cross-chain compatibility and deepen liquidity, positioning BGB as...
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Silver Oak Securities Grows Midwest Reach with Pathway Financial Design
December 5, 20244 min
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience
USfinances.com in Top Ten Internet Financial Platforms Globally in 2024
November 28, 20249 min
USfinances.com, a leading Internet-based financial platform, has officially ranked among the top ten financial platforms worldwide for 2024, according to a new report by the International Financial Technology Council (IFTC). This prestigious ranking reinforces USfinances.com’s position as a prominent player in the global fintech industry, widely recognized for its comprehensive financial services, cutting-edge technology, and user-centered approach. A Year of Achievement for USfinances.com The IFTC’s annual rankings are regarded as one of the most prestigious...
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
BlackLine Announces the Planned Retirement of CFO and Names Successor
November 8, 20245 min
Patrick Villanova, Chief Accounting Officer, to Succeed Mark Partin
Miracle Mile Advisors Opens Chicago Office
November 6, 20244 min
National RIA expands to Chicago, enhancing wealth management offerings in the Midwest
EP Wealth Advisors Announced Two New Acquisitions
November 6, 20245 min
The partnerships expand the firm’s presence in the New England and North Texas regions
Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry
November 5, 20244 min
Aspen’s refreshing approach creates permanent RIA partnerships, inflecting growth and ensuring lasting stability and support.