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...
Fortis Capital Advisors acquires ClearPath Financial, LLC
April 10, 20243 min
Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...
Why Health Insurance is Vital in Uncertain Times
April 4, 202410 min
Learn why health insurance is so vital in today's volatile world. Secure your future on this World Health Day!
OneAdvisory rebrands as Dispatch, closes $8 Mn seed funding round
January 11, 20245 min
Refreshed brand identity better aligns with Dispatch’s unique ‘data orchestration’ solution that solves data flow challenges experienced by RIAs and wealthtechs
Elements launches Ambassador Program
August 31, 20235 min
Brandon Galici, Emlen Miles-Mattingly, Eric Rodriguez and Becky Walsh join as initial advisor evangelists
Uncover the future of secure and compliant document management with David Knoch, CEO of Docupace, in our insightful interview.