investment advisor - FinTecBuzz

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

by BusinessWire

Investments

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

by BusinessWire

Investments

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

by BusinessWire

Investments

NPF Investment Advisors Promotes Tyler Bosgraaf to Partner

March 13, 20235 min

NPF Investment Advisors, one of the longest standing privately owned investment management firms in Grand Rapids, Michigan is pleased to announce that Tyler Bosgraaf, CFA, CFP® was promoted to Partner on January 1, 2023. The promotion reinforces NPF’s belief in elevating top talent, creating an exceptional experience for clients, and remaining a privately owned investment management firm – as it has been since 1933. The firm is also moving to another floor in the Trust...

by FTB News Desk

In-House Features

Investing for Women – Strategies for Building Wealth and Achieving Financial Goals

March 7, 202313 min

Learn to be financially savvy this International Women’s Day! Use these 5 strategies to build wealth and achieve your financial goals.

by Josh Forman

Guest Articles

UST Provides Cautionary Tale: Protocol Liquidity Is a Fundamental Operational Imperative

May 25, 202214 min

The space is moving fast, and new instruments and methods are constantly being developed. Josh Forman shares insights on how protocol liquidity is a fundamental operational imperative today!

by Ashish Y.

Investment Platforms

Lake Street Advisors Expands with Partner Addition

February 5, 20202 min

Lake Street Advisors, a wealth and investment advisory firm founded in 2003, announced the promotion of Joseph W. Chase, CFA to Partner Lake Street Advisors, a wealth and investment advisory company established in 2003, announced the promotion of Joseph W. Chase, CFA to Partner, effective January 1, 2020. Buddy Webb, Managing Partner of the firm stated that “Joe has done an outstanding job working with our clients in managing investment portfolios. His investment knowledge has...

by BusinessWire

Asset Management

MAI Capital Taps R.J. Nemer to Lead Marketing Efforts and Business Development

February 4, 20205 min

Former attorney and entrepreneur joins $7B firm to drive marketing initiatives and support new business activities for the growing RIA

Older Posts