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
LPL Financial welcomes Strategic Wealth Partners
April 30, 20244 min
LPL Financial LLC announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported serving approximately $860 million in advisory, brokerage and retirement plan assets* and joins LPL from Lincoln Financial. With 25 years of financial planning experience, Strategic Wealth Partners owner Ryan Rayburn, CFP®, occupied various leadership, recruitment and mentorship roles throughout his career before stepping back to work more closely with individuals and multi-generational...
The world’s first AI trading bot designed to revolutionize the financial markets is now available. Nexus AI combines cutting-edge AI algorithms with advanced quantum computing capabilities to deliver unparalleled speed, accuracy, and profitability. The launch of Nexus AI marks a significant milestone in the evolution of AI-driven trading technology. With traditional trading methods becoming increasingly outdated in today’s fast-paced markets, Nexus AI offers investors a revolutionary solution to stay ahead of the curve and maximize their investment returns....
Mission Wealth named One of Top Financial Advisory Firms in 2024
April 26, 20246 min
Mission Wealth, a leading provider of personalized financial and investment strategies, is proud to announce that it has been named one of USA TODAY’s Best Financial Advisory Firms of 2024. This prestigious ranking is a testament to Mission Wealth’s steadfast commitment to providing exceptional financial guidance and personalized service to clients across the nation. According to USA TODAY’s recent coverage, the landscape of financial advisory services is evolving, underscoring the importance of partnering with a trusted registered investment adviser (RIA) that...
Cetera names Michael Molnar Head of Corporate Development
April 26, 20245 min
A Wall Street veteran, Molnar spent the past four years with Avantax, Inc., the tax-focused wealth management firm acquired by Cetera last year
$16B Atlanta-based RIA adds leader focused on strategic acquisitions and advisor additions
The corporate finance and retail banking expert will manage strategic partnerships within new and existing SME markets
BancTrust & Co. Investment Bank hires new Chief Strategy Officer
April 23, 20244 min
London-based Emerging Markets Investment Bank Continues Expansion with Key Global Hire
Asante Capital Group names Laura Leyland Partner
April 22, 20244 min
Asante Capital Group (“Asante”), a leading global private equity placement and advisory group, announced that Laura Leyland has been promoted to Partner. The firm’s fifth Partner, Laura joined Asante more than a decade ago and over this period has worked on numerous successful mid-market private equity fundraisings across growth, buyout, and real assets funds based in Europe, North America and some emerging markets. She has advised on capital raises for funds totaling approximately $23 billion,...
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...