Advisor Group Advances Growth Strategy With Appointment Of Kristen Kimmell As Executive Vice President,...
Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.
The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.
North of the US-Canada border, the temperatures might be cooler, but not when it comes to demand for fintech wealth management venture deals.
Digital Wealth News™, a multi-tiered media platform covering the maturing fintech revolution, is pleased to announce that it will be airing a live broadcast of this year’s Global DeFi Summit, being held on June 24, 2021, beginning at 11am ET.
Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce it has joined the Paxos Settlement Service, the blockchain stock settlement network powered by Paxos Trust Company. Paxos is the first regulated blockchain infrastructure platform that uses technology to tokenize, custody, trade and settle assets.
D.A. Davidson Companies announced today that it has entered into a definitive purchase agreement to acquire Marlin & Associates, one of the most active investment banks serving companies and investors across the financial technology and data & analytics industries.
Allfunds and iCapital Network® Announce Strategic Partnership to Improve Global Client Access to Private...
Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network1, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced a strategic partnership through which iCapital will provide private market investment opportunities complementing the sub-advisory solutions currently available to the Allfunds global distributor network.
Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities and More
Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.
Tenacity Venture Capital Launches to Make High-Conviction Investments in Transformative Seed Stage Companies
Tenacity Venture Capital today announced the launch of its inaugural fund, which will invest in transformative technology companies in the formation, pre-seed and seed stages. Founded by 25-year entrepreneur and investor Ben Narasin, the fund spins out with initial commitments from NEA as well as other leading investors and serial entrepreneurs.
Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology
To bridge the ‘behavior gap’ and improve investor outcomes, Orion Advisor Solutions is embedding behavioral finance into its award-winning wealthtech platform.