Waverly Advisors Acquires Dickinson Investment Advisors
January 15, 20254 min
Waverly enters Iowa market
Badgley Phelps Appoints Tim Thomas, CFA® as CIO
January 9, 20254 min
Outgoing CIO Steve Phelps to continue with firm as wealth manager and research analyst
MarketGrader Welcomes Mike Paul to Board of Directors
December 12, 20246 min
MarketGrader, a leader in smart beta investment solutions, today announced the addition of Mike Paul to its Board of Directors. With a focus on MarketGrader’s Smart Beta Indexes business, Paul will provide strategic guidance on matters of business development, key staffing considerations and commercialization opportunities for the firm’s global index library, as well as counsel on the product roadmap and partnerships. “Mike brings a vast amount of experience building, leading and advising asset managers and...
Silver Oak Securities Grows Midwest Reach with Pathway Financial Design
December 5, 20244 min
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience
Brighty Raises $10 Mn to Enable Crypto Payments in the Real World
December 4, 20245 min
Digital Finance Platform is Looking to Strengthen The Positions in Europe and The UK
USfinances.com in Top Ten Internet Financial Platforms Globally in 2024
November 28, 20249 min
USfinances.com, a leading Internet-based financial platform, has officially ranked among the top ten financial platforms worldwide for 2024, according to a new report by the International Financial Technology Council (IFTC). This prestigious ranking reinforces USfinances.com’s position as a prominent player in the global fintech industry, widely recognized for its comprehensive financial services, cutting-edge technology, and user-centered approach. A Year of Achievement for USfinances.com The IFTC’s annual rankings are regarded as one of the most prestigious...
Coldstream Appoints Rush Benton, CFA®, to Board of Directors
November 15, 20246 min
Gorman Jones CEO and former CAPTRUST executive brings extensive wealth management M&A experience to growing Pacific Northwest firm
Forum Investment Group Unveils New Streamlined Website
November 14, 20245 min
Forum Investment Group (“Forum” or the “Firm”), a private real estate investment management firm specializing in multifamily, today announced the launch of its new, unified website: ForumIG.com. The revamped site merges two previously separate websites—ForumCapAdvisors.com, representing the firm’s investment management arm, and ForumRE.com, its core real estate owner/operator platform—into a single, streamlined digital experience providing visitors with a thorough understanding of the firm’s capabilities in real estate debt, private credit and equity investing. Recognized for...
Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 12, 20244 min
This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.
Prudential appoints Jacques Chappuis as President and CEO of PGIM
November 11, 20246 min
Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, Prudential Financial, Inc.’s global asset management business, effective May 1, 2025 Chappuis will lead PGIM’s next chapter of growth across public and private markets capabilities David Hunt will retire as president and CEO of PGIM and stay on as chairman until July 31, 2025 to ensure a smooth transition Over his successful 13-year tenure, Hunt led PGIM’s significant growth and international expansion Prudential...