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EBC Financial Group Expands Asset Management Capabilities with Second Australian Financial Services Licence

WJBF
EBC Financial Group expands with a new Australian Financial Services Licence, strengthening its global asset management capabilities for institutional and...
6 hours ago

Aretum Secures TSA Financial Management Support Contract

ExecutiveBiz
Aretum won a $38.2 million contract to deliver financial management and program support services to the Transportation Safety Administration.
21 hours ago

CLA Wealth Advisors Named to Barron’s 2024 Top 100 RIA Firms List

CLA (CliftonLarsonAllen)
CLA lands the 45th spot on the prestigious Barron's Top 100 RIA Firms list, which recognizes the top independent advisors of 2024.
15 hours ago

Farther raises $72m Series C to revolutionise wealth management

FinTech Global
Farther, a technology-centric financial advisory firm, has successfully closed a $72m Series C funding round.
4 hours ago

Farther Secures $72M Series C to Innovate Wealth Management

FinTech Alliance
Farther, a tech-driven financial advisory firm, has raised $72M in a Series C funding round, co-led by CapitalG and Viewpoint Ventures, valuing the company...
4 hours ago

Alphabet’s CapitalG Backs Startup Making Tech for Wealth Advisors

WealthManagement.com
(Bloomberg) -- Farther Finance Advisors LLC, a startup making technology for financial advisors, has raised $72 million in funding, betting that people want...
20 hours ago

Orion, RBC Wealth Management named Innovators of the Year at ADVISE AI

Financial Planning
The top award winners cap off Financial Planning's inaugural Innovation Award series.
13 hours ago

Ralph Hamers Becomes Angel Investor at US Wealth Management Firm

finews.com
Former UBS and ING boss Ralph Hamers joins an American wealth management platform that relies on artificial intelligence.
5 hours ago

The ai Corporation appoints Mark Wheelhouse as Chief Financial Officer to Drive Growth and Expansion into Retail Fuel, Mobility Payments and Fraud Management Markets

Fintech Finance
The ai Corporation (ai), the leading provider of payments and fraud management solutions, today announced the appointment of Mark Wheelhouse as its new.
33 minutes ago

The 5-step branding process for new RIAs

InvestmentNews
The brand of your RIA should be extensions of the firm's philosophy and the firm's name, share advisors.
12 hours ago