With deep background in helping clients manage complex real estate portfolios, Gottlieb brings a differentiated skillset to the modern registered investment advisor
With deep background in helping clients manage complex real estate portfolios, Gottlieb brings a differentiated skillset to the modern registered investment advisor
Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven.
Executives in Advisor Services, Regional Support and CPA Partnerships Will Enhance Firm's Ability to Drive Organic Growth and Develop Key Referral Sources
The acquisition enhances iCapital's operating system and data management capabilities and expands its solutions for the wealth management industry.
Joe Naggar, a longtime GoldenTree Partner, will become Chief Executive Officer and Chief Investment Officer of Republic Digital
Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities
Aquiline Capital Partners Principal Christina Walsh Named Chief Financial Officer; Seasoned RIA Strategy Leader Steve Gaven Appointed Chief Growth Officer
Industry veteran, Jim Kais, named Head of Group Retirement; succeeds Jessica Baehr, who was appointed President of Equitable Investment Management
Moomoo, the intuitiveĀ investment and trading platformĀ is thrilled to announce that it has established Moomoo Foundation, a foundation dedicated to furthering moomoo’s commitment to advancing financial literacy, promoting economic egalitarianism, and nurturing technological innovation among burgeoning fintech startups that share Moomoo Foundation’s ideals. Moomoo Foundation’s inaugural financial literacy initiative will be held onĀ April 1, 2024. Moomoo Foundation andĀ New York University’sĀ Economics Society will host the “Invest your financial feature with moomoo” atĀ NYU’sĀ Leslie e-Lab. Justin Zacks, VP of...
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals