investment advisor – FinTecBuzz

Vicus Capital Migrates to RedBlack Cloud to Support Ongoing Growth

April 29, 20265 min

RedBlack, a leading provider of wealth technology and managed services, that Vicus Capital has successfully migrated to RedBlack Cloud, enabling the firm to scale its sophisticated investment operations with greater operational efficiency, optimized uptime and enhanced business continuity. Vicus Capital is an investment manager and advisory firm that serves investment advisor representatives (IARs) nationwide, operating a balanced investment model. Roughly half of its assets are managed through scalable, model‑driven strategies and the other half through highly...

by BusinessWire

Investments

Savvy Wealth Names Anshul Sharma as New CIO

September 24, 20256 min

Veteran wealth management executive to establish institutional-grade CIO function, expand alternatives and thematic investment offerings

by BusinessWire

Compliance & Scoring

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

by BusinessWire

Investments

Savvy Expands to 50+ Financial Advisors Adding Five New Professionals

April 7, 20257 min

Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors

by FTB News Desk

Interview

FinTech Interview with Doug Sabella, Chief Executive Officer at Payroll Integrations

April 1, 202521 min

by BusinessWire

Investments

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...

by PRNewswire

Investments

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...

by BusinessWire

Investments

Future Capital and Money Concepts strategically partner

May 9, 20243 min

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...

by PRNewswire

Investments

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...

by BusinessWire

Investments

Savvy Advisors welcomes David Gottlieb as Newest Wealth Manager

April 5, 20246 min

With deep background in helping clients manage complex real estate portfolios, Gottlieb brings a differentiated skillset to the modern registered investment advisor

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