The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment
08 sept. 2022 09h00 HE
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Javelin Strategy & Research
SAN FRANCISCO, Sept. 08, 2022 (GLOBE NEWSWIRE) -- A new Javelin Strategy & Research Digital Wealth Management report shows the enterprise-centric Salesforce CRM platform outpacing smaller...
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
29 juil. 2022 09h00 HE
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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
28 juil. 2022 08h00 HE
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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
26 juil. 2022 12h00 HE
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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
09 juin 2022 14h00 HE
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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
06 juin 2022 09h00 HE
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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
24 mai 2022 09h15 HE
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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
05 mai 2022 09h00 HE
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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
03 mai 2022 09h00 HE
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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
18 avr. 2022 09h00 HE
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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®,...