Financial services
HB Wealth, a leading Atlanta-based registered investment adviser, has expanded to Charlotte, North Carolina, with the addition of a five-person advisory team led by Market Leader Matthew Moore. The team, which includes Senior Wealth Advisors Andrea Smith and Rebecca Warner, as well as Advisory Associate Jared Green and Senior Administrative
Financial management
LPL Financial, a leading wealth management firm, announced a reduction in fees and a simplified pricing structure across its advisory platforms, delivering meaningful savings in high-demand programs and helping advisors expand access to high-value investment solutions. The company highlighted the industry-wide shift from brokerage to advisory services, with nearly 80%
Financial services
AFH Wealth Management, a UK-based financial services firm, has expanded its presence in the country through the acquisition of Avidity Wealth Management. The deal will see Avidity rebranded as 'AFH Wealth Management St Albans' and integrate its operations with AFH immediately. This move marks another milestone in AFH&
Financial services
Brian Collins, a 37-year veteran advisor, has launched a new independent firm, Legacy Investment Advisors & Wealth Management, in West Virginia. With his extensive experience guiding families through key financial milestones, Collins aims to empower his clients with the knowledge and strategies needed to achieve their goals and secure their
Financial services
Gallagher Financial Services, an independent wealth management firm based in St. Paul, Minn., has chosen Osaic as its new partner, citing the need for robust advisor support and innovation in a post-acquisition landscape. Led by Mark Gallagher, CFP and CAP, the firm manages approximately $194 million in client assets. After
Financial services
PaySprint Inc., a Toronto-based company, has released an all-in-one digital wallet designed to simplify financial activities for consumers and businesses. This "super-app" consolidates multiple financial services into a single platform, including payments, transfers, bill payments, savings, credit/overdraft facilities, rewards, and e-commerce functionalities. By integrating these services, PaySprint
Financial management
Former rugby stars such as Johnny Sexton, David Tilson, Chloe Watkins, Neville Maxwell, and Eoin Reddan have successfully transitioned from sports to finance, leveraging their leadership skills and industry connections to secure coveted roles in private equity, stockbroking, wealth management, and corporate finance. These athletes have demonstrated that their unique
Exchange-traded funds
Paul Benson, a 39-year-old childcare worker with a debt-free home and $100,000 cash saved, is seeking advice on managing his savings. He is concerned about investing in the share market and avoiding losses. Benson suggests exploring low-risk investment options that allow for flexibility and easy access to funds. Key
Financial services
Ward Goodman, a well-established Dorset-based financial services and accountancy firm, has unveiled a revamped vision as it approaches its 70th year in business. With a rich history spanning over seven decades, the firm has supported thousands of clients across the UK, recently surpassing the milestone of £500 million in assets
Financial services
Charles Schwab Corp (NYSE:SCHW)'s third-quarter earnings exceeded analyst expectations, driven by strong trading revenue, asset management fees, and net interest income. The US brokerage and wealth management firm delivered adjusted earnings per share of $1.31, surpassing the $1.26 forecast by Deutsche Bank and the $1.
Financial services
Gansu Province in China's Lanzhou New District has issued a statement detailing a visit by Zhang Xiaoqiang, a member of the Standing Committee of the Provincial Party Committee and Secretary of the Municipal Party Committee, to the central financial management departments stationed in Gansu. The visit aimed to
Financial services
TIAA, a division of the financial services company TIAA, has selected BNY Pershing's Wove platform as the unified wealth solution across its broker-dealer, investment advisor, and bank custody businesses. The implementation of the Wove platform is aimed at improving the client and advisor experience when navigating between different
