Advyzon announced two new additions to the executive team
Comprehensive tech platform for financial advisors adds industry veterans to expand into new markets and segments
Comprehensive tech platform for financial advisors adds industry veterans to expand into new markets and segments
Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
Transaction to add approximately $562 million to MAI’s client AUM and to provide LWS with robust internal infrastructure and alternative asset management capabilities
Capital will enable Kanbrick to empower more family and founder owned businesses to achieve their full potential
Placed Third in Secondaries Firm of the Year in the Americas Category and voted Firm of the Year in Canada
Firm significantly expands reach with new banking teams on the U.S. West Coast and Europe, and introduction of new Executive Advisory Group
MJC Partners (“MJC”), a boutique investment bank with proven expertise and focus on the financial institutions, financial technology, and blockchain sectors, recently announced the addition of new Managing Director, Eric M. Corrigan. In this role, Mr. Corrigan will be responsible for supporting the firm’s M&A and strategic advisory practice in the financial institutions sector, help accelerate the growth of the firm’s capabilities, and deepen its institutional knowledge particularly in the Regional Bank and Mid-Size Community...
Expanded partnership gives thousands of RIAs direct access to DPL’s no-load annuity marketplace and technology
Nitrogen and Sherman Portfolios partner to optimize risk and returns through data-driven research and real-time market signals
Vestmark VAST® to help deepen presence among RIAs with custom model portfolios and tax management services.