UVest4U Launches Groundbreaking AI-Powered Investment Platform
August 22, 20245 min
UVest4U is excited to announce the launch of its cutting-edge AI-driven investment platform.
EP Wealth Advisors Appoints Megan Glover as Chief People Officer
August 22, 20244 min
Growing nationwide firm strengthens commitment to employee success with new executive appointment
Houlihan Lokey Expands Global Technology Group With Senior Software Hire
August 21, 20244 min
Geoff Rhizor Joins Technology Group as a Managing Director
TradePMR Adds 4 Industry Veterans to Drive Evolution of Fusion Platform
August 21, 20246 min
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors
4Point Wealth Management Joins LPL Strategic Wealth Services
August 20, 20246 min
LPL Financial LLC announced that financial advisors Christina McConnell, CRC®, ADPA™, Laura Long, CRPC™, AWMA™, MBA, and Jay Tillman, CPWA®, CIMA®, CFP®, RICP®, CLU®, have joined LPL Financial’s supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...
NewEdge Wealth Continues Recruiting Momentum, Expands Florida Footprint
August 19, 20244 min
Team joins from Merrill Lynch and establishes a third Florida location
RIA Channel Hires Veterans Eric Cott and Marni Dacy
August 16, 20245 min
Demonstrating its dedication to growth and client value, the firm strengthens its team with top industry talent
Franklin Templeton Introduces Equity SMA Models on Orion’s Platforms
August 16, 20244 min
Advisors can now access expertise from Franklin Templeton’s specialist investment managers though the Orion Communities and Orion Portfolio Solutions platforms
GTN appoints Ahmad Abouardini as new Middle East Relationship Manager
August 14, 20244 min
GTN, a global fintech redefining investing and trading for all, is pleased to announce the appointment of Ahmad Abouardini as Middle East Relationship Manager. Ahmad, a seasoned professional with over eight years at Saxo Bank overseeing strategic relationships and platform sales in the Middle East, brings a wealth of experience in trading platforms, investment banking, and asset management sales. Before joining GTN, Ahmad held senior roles at Nykredit and Aiia (a Mastercard company), where he managed strategic relationships and led sales and business development...
Advyzon Introduces Samantha Schwimmer as Chief Marketing Officer
August 14, 20247 min
New CMO joins all-in-one tech platform after stints at Northern Trust, Schwab, Hightower, and more