Financial services
LPL Financial LLC announced the addition of financial advisors Stephen Carleton and Tom Niles to their employee advisor channel, Linsco by LPL Financial, with the launch of Paddock and Pine Wealth Partners. The team joins with approximately $330 million in advisory, brokerage, and retirement plan assets and nearly 55 years
Financial services
SGX Group has welcomed China Securities (International) Brokerage Company Limited as a derivatives trading member, marking a significant expansion of the company's global business. China Securities (International) is a wholly owned subsidiary of China Securities (International) Finance Holding Company Limited, a Hong Kong-based investment bank. The company offers
Financial services
Carleton Forrester, a seasoned financial professional, has joined the Private Wealth Management division of Arkansas-based financial services firm Stephens as Managing Director and Senior Partner of the Forrester & Holmes Group. Based in Stephens' Atlanta office, Forrester will lead the group alongside Senior Vice President William Holmes. Forrester'
Financial services
Stephens, an independent financial services firm, has made a significant move in its Atlanta presence by welcoming Carlton Forrester as Managing Director and Senior Partner of the Forrester & Holmes Group. Forrester brings a wealth of expertise in working with ultra-high-net-worth individuals and families, and his addition underscores the firm&
Financial services
TIAA Wealth Management & Advice Solutions has announced the launch of new securities-backed lending and digital estate planning services through partnerships with The Bancorp Bank and Trust & Will. These new offerings expand TIAA's holistic wealth management capabilities, addressing the diverse and evolving needs of clients. The Securities-Backed
Financial services
Trade Republic, a European savings platform, has continued to grow its customer base, surpassing 10 million customers across 18 European markets and managing over EUR 150 billion in assets. Through strategic partnerships with Apollo and EQT, the company has expanded its services to offer access to private markets, allowing retail
Financial management
A new independent practice, Decorum Wealth Management, has launched with support from LPL Financial's Strategic Wealth, a comprehensive supported independence solution. The team of six financial advisors, led by Ronald Ewing and Edward Macha, has served approximately $1.8 billion in advisory, brokerage, and retirement plan assets and
Financial services
Wedbush Securities, a leading financial services firm, has announced the addition of Goodman Wealth Advisors (GWA) to its Independent Franchise Owner Network (IFON) from McDonald Partners. This strategic move significantly strengthens Wedbush's wealth management presence in the Cleveland, Ohio region, further expanding its national footprint. Chairman and CEO
Financial services
Wealthstone Private Wealth Management, a Scottsdale-based independent registered investment advisor, has experienced a remarkable growth of over 100% in its assets under management (AUM) over the past 12 months. This milestone reflects the firm's commitment to providing fiduciary-led advice, personalized financial planning, and tax-efficient investment strategies that resonate
Financial services
Hanwha Life Insurance has launched a new trust service that allows policyholders to manage how their life insurance payouts are distributed to their families after they die. This service is designed to cater to the growing demand for customized, cross-generational financial management in an aging society. The trust service enables
Financial services
Pro Visionary Pty Ltd, an Australian wealth management company, has announced the expansion of its secure investment services to safeguard joint accounts up to AUD 500,000. This move underscores the company's commitment to delivering safe and transparent wealth management solutions to Australian investors. As financial markets continue
Financial services
Wedbush Securities, a prominent financial services firm, has strengthened its wealth management presence in Cleveland, Ohio, through the partnership with Goodman Wealth Advisors (GWA). The addition of GWA, led by Chairman and CEO John V. Goodman, will significantly enhance Wedbush's financial services offerings in the region. With a
