Journey Strategic Wealth Recruits $200m Advisor from LPL
August 8, 20244 min
Journey adds advisory team led by Michael LaBarbera and launches new Tampa office.
Milind Mehere Joins Board of Directors at Advisor360°
August 7, 20244 min
Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories. Mehere most recently served as CEO of the digital investment platform YieldStreet for nine years, growing it to a fintech unicorn with 500,000 members and...
Leon Capital Group, iCapital® to Expand Investment Opportunities Access
August 7, 20246 min
Innovative Collaboration Enhances Access to Leon's Investment Strategies for Financial Advisors and High-Net-Worth Investors
True Potential Selects Northern Trust for Outsourced Trading Solutions
August 7, 20245 min
Northern Trust announced that it has been selected to provide outsourced trading via its Integrated Trading Solutions (ITS) for True Potential, a United Kingdom (UK)-headquartered wealth management firm, supporting £31.7bn (approx. US$40.2bn) of assets under management (source: True Potential, 31 July 2024). Northern Trust will assume the trading function across True Potential’s internally managed funds with approximately £6.1bn AUM as of 31 July 2024. Northern Trust previously announced its appointment as True Potential’s custodian in January 2024. Northern...
HoyleCohen to Join The Colony Group
August 6, 20244 min
Focus Financial Partners Inc., a leading partnership of fiduciary wealth management and related financial services firms, announced that it has entered into a definitive agreement under which San Diego-based HoyleCohen LLC will join Focus firm The Colony Group, LLC. This transaction is expected to close in the third quarter of 2024, subject to customary closing conditions. HoyleCohen, a leading West Coast based RIA with four offices across California and Arizona, initially joined Focus as a...
PPB Capital Partners Announces Momentum in Business Growth
August 6, 20246 min
Reports rapid acceleration of its business over the past 24 months
Enfusion Introduces the Next Phase of Portfolio Workbench
August 5, 20246 min
New Portfolio Management Features Elevate Experiences for Asset Managers with Advanced Portfolio Construction, Rebalancing, and Integration with Third-party Optimizers
Intellectia.AI Unveils AI Investment Platform at LSEG Conference
August 2, 20245 min
Intellectia.AI (“the Company”), a pioneering fintech startup championing the next wave of AI-native financial platforms for discerning investors, shared insights into the application of AI in financial investment research at the AI Innovation and the Future of Data Intelligence Summit in Shenzhen organized by LSEG (London Stock Exchange Group) Data & Analytics. Founded in 2023, Intellecita.AI has built a comprehensive AI-powered investment research platform for retail investors globally with a mission to democratize financial analysis....
Advisors Excel Names Tony Compton President of Annuity Marketing
August 2, 20243 min
Advisors Excel announced that Tony Compton has been named President of Annuity Marketing. In his new role, Compton will lead efforts to drive growth and profitability for Advisors Excel’s Annuity division. With extensive leadership experience spanning multiple decades, Compton most recently served as Senior Vice President at MassMutual Ascend, where he oversaw the broker dealer and Registered Investment Advisor (RIA) business and third-party Registered index-linked Annuity (RILA) distribution. “Tony’s impressive track record of collaborating with both broker...
HamptonRock Partners Launches Wealth Management Advisory Practice
August 1, 20244 min
David Dodson joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office