Financial management
Zocks, a privacy-first AI platform, has announced a strategic partnership with Practifi, a leading CRM built for wealth management. This integration enables seamless two-way data synchronization between the platforms, allowing firms to leverage AI-powered insights while maintaining streamlined workflows and developing client relationships. The partnership addresses key operational challenges faced
Financial management
Northern Trust, a leading provider of wealth management, asset servicing, and banking services, has partnered with Hamilton Lane, a prominent private markets investment management firm, to offer its clients advanced private market data, analytics, and tools. The strategic agreement provides access to Hamilton Lane's proprietary software, Cobalt LP,
Financial management
Cleveland-based MAI Capital Management, LLC has expanded its presence in the regional wealth management market through the acquisition of Bolan Capital Management, LLC. The boutique firm, founded in 2009 by Brian Bolan, specializes in investment and financial planning for high-net-worth individuals and families. The acquisition, which was completed on September
Financial management
MAI Capital Management, a registered investment adviser specializing in comprehensive investment and financial planning, has acquired Bolan Capital Management, a boutique wealth management firm founded by Brian Bolan in 2009. The acquisition adds $238 million to MAI's client assets under management (AUM) and marks the firm's
Financial management
Duncan Williams Asset Management (DWAM) has recently welcomed Walker Hays, Amy Koch, and Alex Snyder to its team, marking a significant milestone for the firm. This strategic move aims to deliver best-of-class wealth management services to clients, with the new additions bringing a wealth of experience and complementing DWAM'
Financial management
Pradeep Jayaraman, a seasoned business leader with over a decade of experience in acquiring, nurturing, and growing wealth management businesses, has been appointed as the new President of Bluespring Wealth Partners. Jayaraman will oversee all functions at Bluespring, including strategy and execution, and will focus on driving growth and innovation
Consultants (Persons)
Diana Britton Cary Carbonaro, a renowned expert in wealth management and women's financial literacy, has joined Ashton Thomas Private Wealth as a managing wealth advisor and Women and Wealth Ambassador. Alongside her, Richard Westhelle has also joined as a senior wealth advisor, bringing their expertise to the firm.
Financial management
LPL Financial LLC recently announced the addition of the SoundWay Financial team, led by senior advisors Richard Belanger, Hons Yu, and Michael Belanger, to its broker-dealer, RIA, and custodial platforms. The team serves approximately $180 million in advisory, brokerage, and retirement plan assets and joins LPL from Cetera. The SoundWay
Financial management
Financial stress is a common source of strain in marriages, affecting relationships in profound ways. Understanding how money issues impact couples and exploring strategies to manage these challenges can help strengthen the bond between partners and promote a healthier, more resilient marriage. When one partner feels the other is not
Financial management
Navigating financial stability can be a challenging but critical aspect of any relationship. Suze Orman and Oprah Winfrey remind us that money alone doesn't bring happiness, but true joy comes from meaningful actions and interactions, including wise financial management. Integrating financial wisdom into our love lives can enhance
