Atria’s CUSO Renews Partnership with Coastal Credit Union
Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...
What To Watch is Very Confusing
Financial markets dull? Business slow? Have a lot of "free time?" Certainly a lot of "free time" can cause a lot of angst and...
Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division
Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...
Top 5 VC Deals of the Week in Fintech (4/22/24)
Ah, the memories...
VC funding continues downward, with deal activity reminiscent of 2017. One can speculate about Fintech rebounding again, as it...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
Haven Tower Group Wins Gold Award for Excellence in Brand Activation and Marketing
In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications agency, has...
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...
These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...
Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
Top 5 VC Deals of the Week in Fintech (5/12/24)
Flat, as a pancake
VC deals are not going up or down—they are essentially flat 'as a pancake' month over month. Even...