Destiny Wealth Partners named “RIA Team of the Year”
June 28, 20244 min
Inaugural Award Recognizes Exceptionalism in Wealth and Investment Management
Nepsis® Strengthens Tax Division with Strategic Hires
June 19, 20246 min
Industry veterans will contribute to the growth of Nepsis® Tax Solutions and help the firm’s high-net-worth clients overcome complex tax challenges
FrontStream Holdings, known for its market leadership in payment solutions and charitable giving, is proud to announce the promotion of Matt Murphy to the position of Chief Executive Officer (CEO). He succeeds Paul Plaia, who will continue to support the organization as a senior advisor. Matt joined FrontStream in 2021 as Chief Financial Officer (CFO). “Having worked side-by-side with our team over the last three years, I’m humbled by what we’ve accomplished so far and excited to continue...
DACFP Supports SEC Approval of Spot Ethereum ETFs
May 27, 20245 min
DACFP's Ric Edelman: "Bitcoin and Ethereum are the Coke and Pepsi of crypto. These ETFs are a Landmark Moment for Investors."
Agora Secures $34M Series B Funding
May 17, 20246 min
Agora, a leading innovator in real estate investment management solutions, announced the successful completion of its $34 million Series B funding round, led by Israel-based growth fund Qumra Capital, along with Insight Partners and Aleph. The investment will enable Agora to accelerate its expansion efforts and further enhance its innovative product offerings. “We are thrilled to secure this significant investment, which is a testament to the strength of our platform and the promise it holds for reinvigorating...
Park Avenue Securities launches new Private Client Group
May 16, 20244 min
New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.
Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities
Dechert LLP announced today the addition of Neel Maitra as a partner in its financial services practice group, bolstering the firm’s capabilities in fintech, cryptocurrency, broker-dealer and securities regulatory compliance. Mr. Maitra will join the firm’s Washington D.C. office. “The arrival of Neel is testament to the growth and innovation of our financial services practice and the firm at large,” said Dave Forti, co-chair of Dechert. “Providing the full spectrum of services for asset managers and financial institutions is...
BIP Wealth acquires the Money Advisor Group
May 2, 20246 min
The strategic partnership opens new private investment opportunities for investors in the Columbus, Georgia market
Fortis Capital Advisors acquires ClearPath Financial, LLC
April 10, 20243 min
Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...