The Wealth Management Playbook: What Firms Can Learn From Pathstone
I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...
Financial Planning2h
AI for advisor growth: FINNY attracts industry leaders
Josh Brown, CEO of Ritholtz Wealth Management, invests in the fintech firm and joins its advisory board to help steer the ...
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a ...
InvestmentNews9d
$70B Mercer Advisors adds Ted Motheral to lead M&A strategy
The acquisitive mega-RIA expects his legal expertise and deep deal advisory experience will strengthen its efforts to recruit ...
ARIANNE PHOSPHATE NAMES PIERRE FITZGIBBON AS A STRATEGIC ADVISOR TO THE COMPANY
Arianne Phosphate (the "Company" or "Arianne") (TSXV: DAN) (OTCQX: DRRSF) (FRANKFURT: JE9N), a development-stage phosphate mining company, advancing the Lac à Paul project in Quebec's ...
Rochester Business Journal13d
Rochester-based EFPR Advisory partners with Texas firm
EFPR Advisory, LLC of Rochester has partnered with Springline Advisory, which expands the Dallas, Texas-based financial ...
Tech M&A advisory firm AXOM hires Morgan Stanley’s Black for software dealmaking
AXOM Partners, a technology-focused boutique advisory firm, has hired investment banker Buzz Black from Morgan Stanley, as it ...
Adweek on MSN3d
M&A Advisory Firm JEGI Clarity Merges With Leonis Partners, Forming JCL
The merger and acquisition advisory firms JEGI Clarity and Leonis Partners announced a merger on Monday, creating a combined ...
Financial Planning13d
Advisors are getting more comfortable with AI, with exceptions
A recent Advisor360° survey showed that the vast majority of respondents enjoyed immediate benefits from using generative AI ...