Financial services
Coastal Wealth Management Group, led by experienced advisors Lloyd Baxter, George Cumbest, Darryl Meadows, and Timothy Taranto, has joined Financial Resources Group Investment Services, an LPL-affiliated firm. This move brings approximately $175 million in advisory, brokerage, and retirement plan assets to the firm. The team, based on the Gulf Coast
Financial services
Stephens, a reputable independent financial services firm, has bolstered its Atlanta Private Wealth Management division by welcoming William Holmes and Grace Wages as Financial Consultants. This strategic move underscores the company's dedication to delivering exceptional client experiences and expertise. Holmes and Wages will leverage their extensive knowledge and
Financial services
The partnership will integrate Uptiq's AI platform with Broadridge's Wealth Lending Network, providing financial advisors and banks with automated securities-based lending (SBL) workflows, detailed insights, and improved client outcomes. This strategic collaboration will modernize wealth management by leveraging artificial intelligence to streamline lending processes, enhance compliance,
Financial services
Peter Selman, Managing Partner of SEDA Experts, welcomes Eric Jacobs as Managing Director, bringing with him nearly 30 years of leadership experience in the financial services industry. Jacobs' extensive background in risk management, financial operations, and investment oversight will be a valuable asset to SEDA Experts' clients. His
Financial services
Morgan Stanley Wealth Management has launched the Equity Vulnerability Score, a proprietary tool to help clients and financial advisors measure and rank the susceptibility of US stocks to potential future drops in value. This risk management tool is particularly useful for investors holding concentrated equity positions, which can expose them
Financial services
OneDigital, a leading insurance brokerage, has formed a strategic partnership with the New Jersey Orthopaedic Society (NJOS) to provide risk management and financial strategies to NJOS members. This partnership brings exclusive benefits to NJOS members, including MPL insurance discounts, access to a group purchasing organization (GPO) for medical devices, and
Financial services
Financial planning is not just about crunching numbers; it offers various career paths that cater to different personalities, goals, and skill sets. The Certified Financial Planner Board (CFP Board) highlights several common paths in the financial planning profession, each with unique roles and responsibilities. Aspiring financial planners can consider the
Financial services
Alison Welsh, co-founder of Tweed Wealth Management and a key figure behind fintech scale-up Behavioural Finance, has been announced as a finalist in two categories at this year's Institute of Directors (IoD) Scotland Awards. Her dual recognition reflects her rare blend of strategic leadership and operational expertise across
Financial services
After serving Murray State University for 40 years, Senior Vice President of Finance and Administrative Services Jackie Dudley has announced her retirement, effective upon her departure. Dudley, a Certified Public Accountant (CPA) and Certified Management Accountant (CMA), has been a stalwart leader in the university's financial management, treasury,
Financial services
In response to the intensified scrutiny of the SEC and other regulatory bodies, Salus GRC, a leading provider of compliance and risk management solutions, has announced its expanded service offerings to help wealth managers and registered investment advisors (RIAs) navigate increasingly complex regulatory requirements with confidence. As firms face mounting
Financial services
WH Ireland, a financial services company, has relocated to a new office on Poole Quay, moving from Canford Cliffs to the ground floor of Quay House. The new office, spanning approximately 1,750 square feet, provides wealth management and financial planning services to private clients, corporates, trustees, and professional intermediaries.
Financial services
Signature Estate & Investment Advisors, a nationally recognized wealth management firm, has appointed Brad Repinsky, Esq. as Director of Estate, Tax, and Financial Planning. Repinsky brings 20 years of experience advising high-net-worth and ultra-high-net-worth families, business owners, and corporate executives on complex estate, tax, and financial planning strategies. He will
