Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
July 29, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, July 29, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus"), a registered investment advisory (RIA) firm, has earned further recognition within the financial services industry...
Financial Advisor Magazine names Azzad Asset Management in 2022 RIA Survey and Ranking
July 28, 2022 08:00 ET
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Azzad Asset Management
Falls Church, Virginia, July 28, 2022 (GLOBE NEWSWIRE) -- Azzad Asset Management has been named in Financial Advisor magazine’s 2022 RIA Ranking. The report is an annual survey that ranks registered...
FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
July 26, 2022 12:00 ET
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FP Transitions
Lake Oswego, OR, July 26, 2022 (GLOBE NEWSWIRE) -- Promising an experience that serves an inclusive community of up-and-coming advisors, this year’s Advisor Circle’s Future Proof Festival will...
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
June 09, 2022 14:00 ET
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Magnus Financial LLC
NEW YORK, June 09, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Michael Margiasso has joined the firm as an Investment Operations Associate. Margiasso...
Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
June 06, 2022 09:00 ET
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Magnus Financial LLC
NEW YORK, June 06, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that James J. Broderick, CFP®, APMA® has joined the firm as Director of Investment Research...
Adviser Investments Names Mario Ramos as Chief Executive Officer
May 24, 2022 09:15 ET
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Adviser Investments
Newton, Massachusetts, May 24, 2022 (GLOBE NEWSWIRE) -- Adviser Investments, LLC (“Adviser Investments”) today announced it has appointed Mario Ramos as Chief Executive Officer to lead the company’s...
Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director
May 05, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, May 05, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Drew Collins, CFA®, MBA, has joined the firm as a Senior Managing Director. Prior to...
Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate
May 03, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, May 03, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Marc Beekman has joined the firm as an Investment Research Associate. Prior to joining...
Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition
April 18, 2022 09:00 ET
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Magnus Financial Group LLC
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®,...
WisdomTree Launches Portfolio and Growth Solutions
April 18, 2022 08:30 ET
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WisdomTree Investments, Inc.
NEW YORK, April 18, 2022 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, announced...