Federated Hermes MDT Advisers secures awards for multiple funds and performance periods Two active fixed-income strategies recognized for category outperformance through market cycles
Chilton Trust, a leading privately owned, independent wealth management firm and national trust bank, today announced that Henry Davison, former Managing Director at Bessemer Trust, has joined as a Managing Director, Senior Wealth Advisor in the New York City office. Mr. Davison brings over forty years of experience serving ultra-high-net-worth individuals, advising clients on global strategic asset allocation and providing comprehensive wealth management strategies. Mr. Davison is the most recent hire in a series of...
LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisors Joe Young, CFP®, and Ryne Stokes, CFP®, have joined LPL’s employee advisor channel, Linsco by LPL Financial, to launch Servant Path Wealth Partners. They reported serving approximately $400 million in advisory, brokerage and retirement plan assets* and join LPL from Synovus Securities. Based in Columbus, Ga., Young is a seasoned professional with two decades of industry expertise. Stokes entered the financial services field in 2014 following his tenure at...
Initially Invested in 2017, ahead of private credit expansion and supported the growth of the platform
Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached. Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing...
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...
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Wins InsuranceAsia News Excellence Award for Third Consecutive Year
Waverly enters Iowa market
Outgoing CIO Steve Phelps to continue with firm as wealth manager and research analyst
