Aspen Standard Wealth Acquires $2.8 Billion AUM Summitry
November 5, 20244 min
Aspen’s refreshing approach creates permanent RIA partnerships, inflecting growth and ensuring lasting stability and support.
Truist hires Kerry Jessani to lead new mid-corporate banking team
November 5, 20244 min
Truist Financial Corporation (NYSE: TFC) today announced it has hired Kerry Jessani as head of mid-corporate banking. Jessani will build and lead a coverage team focused on delivering industry-based expertise and solutions to private and public companies across the U.S. Mid-corporate banking will complement the national investment and corporate banking coverage, research, advisory and capital markets expertise of Truist Securities and bolster Truist’s commercial banking business which operates in some of the most attractive growth markets in the...
Waverly Advisors Acquires Mueller Financial Solutions
October 30, 20243 min
Waverly acquires its second RIA in Colorado
How Companies Can Leverage AI to Improve Client Experiences
October 30, 202413 min
Redefine client experiences in financial services with AI-driven personalization and streamlined meeting workflows.
CUWG Launches Managed Direct Bond Investments for Member Portfolios
October 22, 20243 min
Credit Union Wealth Group (CUWG), a leading provider of digital wealth management programs for credit unions, announces the expansion of its fixed income capabilities, providing members with access to managed direct bond strategies. Members can access Treasury, TIPS, Agency, Municipal and Corporate managed bond and ladder investments as part of their portfolio. Members are interested in direct bond investments, but complexity and high minimums have often made strategies inaccessible. Through the CUWG wealth management program,...
Three SMA Models from Sound Income Strategies Now on Orion’s Platforms
October 21, 20244 min
Income Plus, Dividend River and Total Return strategies now available through Orion Communities and Orion Portfolio Solutions
Beacon Pointe Advisors Breaks New Ground in Minnesota
October 18, 20247 min
$1B Landmark Wealth Management Group Joins Beacon Pointe, Extending Vast Operational Opportunity Across Four Offices Nationwide
FÉRIQUE Announced Partnership with Conquest Planning
October 14, 20245 min
Conquest’s intuitive technology will enable financial professionals in FÉRIQUE’s team to offer more individualized and effective financial guidance
Arta Finance and Wio Invest launchs Wealth-as-a-Service for banks.
October 11, 20248 min
Fast-growing digital wealth management platform Arta Finance launched globally. Arta’s platform is now open to accredited investors in Singapore and to international investors open to managing their wealth in Singapore – a global wealth hub where an expected 1.6 million offshore investors are expected to manage $4.8 trillion in assets by 2028. The international launch follows Arta’s successful debut in the US in October 2023. Arta also took a major step on its B2B journey with the announcement that Abu Dhabi’s Wio Invest...
FusionIQ Appoints Eric Noll as CEO and Completes New Fundraising Round
October 10, 20246 min
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize