Veteran wealth management technology executive will provide insight and guidance on product strategy, expanding market presence, and fostering strategic partnerships with leading financial institutions
Arax Investment Partners (“Arax”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), today announced that it has acquired Cedrus Financial (“Cedrus”), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management. Financial terms of the transaction were not disclosed. The acquisition marks the latest addition to Arax’s expanding platform, which partners with leading boutique wealth management firms and financial advisors to unlock strategic business...
CAIS Live events will empower advisors amidst rising demand for alternative investments
Testimonial Marketing Studio™ debuts with praise in the marketplace and reinforces Wealthtender's commitment to helping advisors convert more prospects into clients.
Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), is proud to announce HUDSONPOINT capital has joined its network of wealth management firms. HUDSONPOINT capital has significantly enhanced its capabilities and its access to exclusive investment opportunities by affiliating with Arete Wealth’s broker-dealer, registered investment advisor, and insurance agency. For over two decades, HUDSONPOINT capital has been dedicated to guiding clients towards more promising returns by providing access to alternative investment strategies and...
Industry Veteran Todd Fithian joins Merchant to propel strategic opportunities to growth-oriented wealth management firms throughout Canada
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs
Discover how this innovative technology can enhance investment strategies, automate financial processes, personalize client experiences, and improve risk management.
