Financial services
Apella Wealth, a financial advisory and wealth management firm, has announced the acquisition of Iron Horse Wealth Management, a registered investment adviser, solidifying its presence in the Midwest region. This strategic partnership brings together a team of experienced financial advisors who share a commitment to personalized, fiduciary advice. The acquisition
Financial services
World Investment Advisors, a leading financial advisory firm, has announced the expansion of its technology stack to offer financial advisors additional tools that improve efficiency and enable growth. The enhancements provide advisors with choice, flexibility, and time savings, aligning with the firm's mission to provide the best tools,
Financial services
As the year hits its midpoint, taking a step back to assess your financial progress can be a valuable exercise. Liz Colfer, director and chartered financial planner at Five Wealth, emphasizes the importance of a mid-year financial review in adapting to life changes, reassessing goals, and making smart financial decisions.
Financial services
Alpha Growth PLC, a global financial services specialist, has announced the expansion of its operations through its subsidiary, Providence Life Assurance Company (Bermuda) Limited. The company has received official approval from the Isle of Man Financial Services Authority to establish a new branch, Alpha PPLI, which will offer bespoke Private
Financial management
Kiatnakin Phatra Financial Group (KKP), a leading wealth management provider in Thailand, has partnered with Goldman Sachs Asset Management (GSAM) to sustain its business growth over the next five years. The partnership aims to leverage GSAM's global investment expertise to provide Thai investors with access to world-class assets
Financial services
NFSG Corporation, a Registered Investment Advisor (RIA), is expanding its client reach nationwide by growing its network of financial advisors and recruiting new Independent Advisors across the United States. The client-centric wealth management firm offers personalized strategies tailored to individual clients' goals, needs, and risk tolerance. To support its
Financial services
As the year inches closer to its halfway point, it's essential to take a step back and assess your financial progress. A mid-year money review can be a valuable tool in helping you monitor your financial situation, make smart adjustments, and stay on track to achieve your long-term
Financial services
As we approach the halfway point of the year, it's easy to let financial check-ins slip down our priority list. However, taking the time for a mid-year money review can be one of the most valuable steps you take all year. According to Liz Colfer, director and chartered
Financial services
Insurance and wealth management veterans Ventrice Lam and Mark Forman have joined Optifino as the company exits stealth mode and completes a Series A funding round. The digital BGA is simplifying the life insurance experience with its AI-driven tools, which enable advisors to quickly identify and recommend the right insurance
Financial services
Los Angeles Federal Credit Union, with over 89 years of history and $160m in assets under administration, has partnered with Cetera Financial Institutions to enhance its member-focused investment services program, LAFCU Wealth Management. This move follows the credit union's decision to transition from CUSO Financial Services, an LPL
Financial services
LPL Financial, a leading wealth management firm, has announced the arrival of financial advisor Jeff Runyan and his team, who have joined the company's broker-dealer, Registered Investment Advisor (RIA), and custodial platforms. Runyan, who founded his independent firm, Runyan Capital, in 2010, brings with him approximately $330 million
Financial services
Binah Capital Group's PKS Investments has been named a finalist in two categories for the 2025 Wealth Management Industry Awards, a prestigious recognition of the company's excellence in advisor transition solutions and leadership. As a Binah Capital Group company, PKS has successfully supported thousands of advisor
