Financial services
Top Rank Advisors, a financial services firm in Raleigh, North Carolina, has introduced a specialized planning initiative to address the retirement, life insurance, and estate structuring needs of small business owners. This development marks a strategic expansion of the firm's efforts to provide forward-looking planning solutions for closely
Financial services
Michael J. Salerno has joined Raymond James Financial Services, Inc., as an independent financial advisor, following a move from Commonwealth Financial Network. Salerno is based in Flemington, New Jersey, and leads Executive Wealth and Retirement Strategies, a firm that specializes in personal retirement planning for corporate executives and business owners.
Financial services
CAIS, a leading alternative investment platform for independent financial advisors, has announced an expanded technology integration with Schwab Advisor Services. This collaboration enables advisors to scale execution of ticker-traded alternative investment products and subscription-based funds through the CAIS platform, reinforcing CAIS as the single destination for alternative investments. The integration
Consultants (Persons)
The recent Israel-Hamas ceasefire, brokered by former US President Donald Trump's peace plan, marks a significant shift in the strategic landscape of the Gaza Strip. Israeli Prime Minister Benjamin Netanyahu's advisor, Caroline Glick, expressed confidence in President Trump's commitment to ensuring all parties uphold
Financial services
U.S. lawmakers, led by Rep. Maxine Waters and Sens. Elizabeth Warren and Andy Kim, have raised concerns about the Treasury Department's decision to delay and potentially weaken anti-money laundering rules for the multi-trillion dollar investment adviser sector. The lawmakers argue that the delay leaves American national security
Financial services
Dana Investment Advisors, a boutique asset management firm with over four decades of experience, has announced the launch of two new actively managed exchange-traded funds (ETFs) in partnership with Tidal Financial Group. The Dana Unconstrained Equity ETF (DUNK) and the Dana Concentrated Dividend ETF (DIVE) represent an expansion of Dana&
Financial services
MAI Capital Management, a registered investment advisor, has acquired Summit Financial Advisors, LLC, a boutique advisory practice serving high-net-worth clients and their families. The deal expands MAI's presence in California and strengthens its wealth management capabilities in areas such as equity-based compensation, concentrated stock portfolios, and complex tax
Financial services
Mills Wealth Advisors, a Texas-based investment firm, has strengthened its financial planning capabilities by having Helen Esomo earn the CERTIFIED FINANCIAL PLANNER (CFP) certification. As the firm's fifth CFP professional, Esomo has demonstrated broad-based planning competency and a commitment to ethical standards. This achievement underscores the firm'
Financial services
Raymond James Financial, Inc., a leading diversified financial services company, has recently welcomed senior financial advisor Andrew Wilson to its employee advisor channel, Raymond James & Associates (RJA). Andrew Wilson, a seasoned executive with over 33 years of financial services industry experience, joins the firm from UBS Financial Services, where
Financial services
MassMutual and Orion, a premier provider of wealthtech solutions, have collaborated to launch a comprehensive wealth management platform, catering to the needs of over 6,500 affiliated financial professionals nationwide. This unified platform amalgamates essential advisor functions, enhancing efficiency, investment flexibility, and scalable growth. The platform's key benefits
Financial services
Growing up in a modest household with working parents taught Karac Graham, an advisor at Moyle Rowley Wealth Management Group, the value of financial independence and the importance of hard work. His entrepreneurial spirit was reinforced by his birth mother's successful business in the US. Graham's
Financial services
Insigneo, a leading global wealth management firm, has introduced Alia 2.0, a comprehensive technology platform designed to streamline and modernize the advisor workflow. This sophisticated solution brings together essential elements of portfolio management, client onboarding, and compliance into a single digital environment, empowering investment professionals with greater clarity, control,
