Financial Advisors: Prevent Tax Fraud with Fintech Solutions
Financial advisors can combat tax-related identity theft using fintech tools, proactive strategies, and security measures. Protect clients from growing fraud risks.
Financial advisors can combat tax-related identity theft using fintech tools, proactive strategies, and security measures. Protect clients from growing fraud risks.
CW Advisors, LLC (“CWA”), a registered investment advisor (“RIA”), headquartered in Boston, announces it has acquired Aspire Wealth Management, Inc. (“Aspire”) and Fernwood Investment Management, LLC (“Fernwood”). Aspire, located in Waltham, Massachusetts, and Fernwood, located in Quincy, Massachusetts, both serve high-net-worth clients, providing financial planning and investment management. The deals add more than $800 million in assets under management to CWA. Terms of the transactions are not disclosed. “We are excited to welcome the Aspire...
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