Savvy Wealth Names Ex-Pathstone GC as Legal & Compliance Head
April 17, 20256 min
The newest member of Savvy Wealth’s leadership team will build and scale the firm’s legal and compliance program
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
CW Advisors Adds Two Boston-Area RIAs
February 4, 20253 min
CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed. “We are excited to welcome the Aspire...
HUDSONPOINT capital joins Arete Wealth network of wealth management firms
November 27, 20244 min
Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), is proud to announce HUDSONPOINT capital has joined its network of wealth management firms. HUDSONPOINT capital has significantly enhanced its capabilities and its access to exclusive investment opportunities by affiliating with Arete Wealth’s broker-dealer, registered investment advisor, and insurance agency. For over two decades, HUDSONPOINT capital has been dedicated to guiding clients towards more promising returns by providing access to alternative investment strategies and...
Future Capital, a tech-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker dealer, announce their strategic partnership. This collaboration will bolster Money Concepts’ services, enhancing its solutions that encourage better retirement outcomes. Future Capital enables advisors to seamlessly manage their existing wealth management clients’ held-away 401(k) assets, with or without a relationship with the plan sponsor or plan provider. “Our partnership with Money Concepts strategically enables advisors to better serve their clients...
Miracle Mile Advisors hires new Chief Investment Officer
April 19, 20246 min
Miracle Mile Advisors (“Miracle Mile” or “the firm”) – a national, award-winning and independent registered investment advisor (RIA) offering highly customized, holistic wealth management services to high-net-worth clients across the nation – today announced it appointed Matt Dmytryszyn, CFA, as Chief Investment Officer. In this role, Dmytryszyn will lead the firm’s Investments Team, chair the investment committee and direct Miracle Mile’s research agenda. He will oversee portfolio management, trading and strategy implementation with the team, ensuring that the firm’s...
With deep background in helping clients manage complex real estate portfolios, Gottlieb brings a differentiated skillset to the modern registered investment advisor
Mindset Wealth Management launches with tru Independence
April 2, 20244 min
Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities
NewEdge Wealth adds Kevin McIntyre to Investment Team
January 10, 20243 min
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm