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VestGen Launches to Support Financial Advisors’ Succession Plans

Barron's
VestGen announces its launch with 10 advisory practices managing more than $5 billion already on its platform.
10 minutes ago

Ameriprise Team Attracts 40-Year Industry Veteran with Nearly $100 Million in Assets

Business Wire
Financial advisor Gary Presslaff, a 40-year veteran in the financial services industry, recently joined an established independent Ameriprise Financia.
1 hour ago

Personal Financial Planning

Medium
Personal finance is the process of planning and managing personal financial activities such as income generation, spending, saving, investing,...
4 hours ago

St James's Place announces 500 job cuts in £200m cost-saving drive

SoGlos
Gloucestershire's biggest wealth management firm announces 500 job cuts. St. James's Place is set to make 500 redundancies as part of a strategy to save up...
4 hours ago

Nitrogen Unveils Advisor Engagement, Marketing & Distribution Product for Asset Management Firms

Business Wire
Nitrogen (formerly Riskalyze), the software company revolutionizing how wealth management firms scale the delivery of personalized advice, today annou.
4 hours ago

Granite Peak Associates Welcomes Amy Deshotel

Law Firm Newswire
North Andover, Massachusetts - Granite Peak Associates has announced that Amy Deshotel has joined the CPA firm as Accounting Quality Control Specialist.
4 hours ago

11 Investment Must Reads for This Week (Dec. 3, 2024)

WealthManagement.com
Investment must reads we found this week for wealth advisors.
4 hours ago

Post-Election Financial Planning For Stock Options, RSUs, And ESPPs

Forbes
Year-end is a key planning time for employee equity compensation. According to financial advisors, the election outcome has added clarity but also...
4 hours ago

Sequoia Financial Group Plots Western Expansion

INSIDE Public Accounting
Akron, Ohio-based Sequoia Financial Group and Fargo, N.D.-based IPA 100 firm Eide Bailly (FY24 net revenue of $705 million) have completed their previously...
5 hours ago

CI Financial Named a Top Employer for 2025

Business Wire
CI Financial has been named one of Greater Toronto's Top Employers for 2025, which recognizes employers with forward-thinking workplace policies.
5 hours ago