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.
Beacon Pointe Advisors Breaks New Ground in Minnesota
October 18, 20247 min
$1B Landmark Wealth Management Group Joins Beacon Pointe, Extending Vast Operational Opportunity Across Four Offices Nationwide
Asset-Map® and Holistiplan Finalize Integration Partnership
June 17, 20245 min
New Partnership Offers Asset-Map Users Single Sign-on Data Integration Capabilities
First Federal Savings Bank is pleased to announce the appointment of two distinguished professionals to its Board of Directors, effective May 28, 2024. This addition aligns with the bank’s commitment to strengthening its leadership team and driving future growth. Phil Rawley serves as CEO of Tri-State Orthopedics and brings a wealth of experience in Private Equity, M&A activity, long and short-term financial planning, business valuation, and international FX trading. Phil received his Bachelor’s Degree in...