Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry
November 5, 20244 min
Aspen’s refreshing approach creates permanent RIA partnerships, inflecting growth and ensuring lasting stability and support.
Brightly named an Industry Leader in AIP Software
August 31, 20235 min
Recognition represents the company’s commitment to deliver intelligent asset management and capital planning solutions to the global market
Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO
February 19, 20205 min
Whealthcare Planning, a technology company offering the only health and longevity-focused planning platform for financial advisors, announced today that financial services industry veteran Kevin Ruth is joining the company as Interim CEO. Mr. Ruth was most recently head of Wealth Planning and Personal Trust at Fidelity Investments and Fidelity Private Wealth Management. He also served as Chief Financial Planning Officer for Fidelity’s Personal and Workplace Advisors LLC, a registered investment advisor. Prior to joining Fidelity,...