AlphaCore Merges with enTrust Wealth Advisors in Southern California
February 3, 20255 min
AlphaCore continues to execute on its long-term growth strategy, adding new talent and resources.
BeyondTrade Securities Rebrands to Nest Egg Securities
January 24, 20254 min
AI Unlimited Group Inc. (OTCQB: AIUG) is pleased to announce the strategic rebranding of its subsidiary, BeyondTrade Securities Inc., to Nest Egg Securities, Inc. This transformation represents a significant step forward in the company’s progression into the brokerage and self-directed investment landscape, underscoring its commitment to equipping individuals with sophisticated, accessible tools to secure long-term financial stability. A Reimagined Identity for an Evolving Mission The rebranding to Nest Egg Securities underscores the company’s dedication to delivering seamless, innovative...
Fernando Araujo and Alice Rodriguez Join Cadence Bank’s BOD
January 22, 20255 min
Cadence Bank (NYSE: CADE) today announced the appointment of Fernando Araujo and Alice Rodriguez to its board of directors, effective Jan. 17, 2025. Araujo and Rodriguez join the board as independent directors. Araujo is an accomplished executive with more than 30 years of experience in all aspects of oil and gas upstream operations. He has served as the chief executive officer of Berry Corporation (NASDAQ: BRY), a company engaged in the safe and responsible development and production of conventional oil reserves in...
Wealth Enhancement Acquires VanceGray Wealth Management, Inc.
January 21, 20254 min
This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.
Waverly Advisors Acquires Dickinson Investment Advisors
January 15, 20254 min
Waverly enters Iowa market
Wealthtender Unveils Innovative Advisor Marketing App
January 15, 20256 min
Testimonial Marketing Studio™ debuts with praise in the marketplace and reinforces Wealthtender's commitment to helping advisors convert more prospects into clients.
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...
Cerity Partners Welcomes Prio Wealth
January 10, 20253 min
The addition of Prio Wealth will deepen Cerity Partners' wealth management offerings for private and corporate clientele across the Boston metropolitan area. The merger adds $4.1B in AUM to Cerity Partners.
William Blair Names Stewart Licudi Head of European Investment Banking
January 8, 20254 min
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Stewart Licudi as the firm’s head of European investment banking. Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe. “Stewart draws on decades of delivering world-class outcomes for clients and has played a pivotal role in expanding our capabilities across the continent. He has been living into and epitomizing our culture of collaboration...
Indivisible Partners Launches Independent Advisory Firm
January 7, 20259 min
Company Welcomes $640 Million New York-Based Woodring I LeRoy Capital Advisors as Inaugural Team