Integrated Appoints Matt Ackermann to Chief Content Officer Role
20 oct. 2020 09h08 HE | Integrated Partners
Boston, MA, Oct. 20, 2020 (GLOBE NEWSWIRE) -- Integrated Partners, a national financial planning and registered investment advisory firm, has appointed Matt Ackermann to the role of Chief Content...
Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office
06 oct. 2020 12h08 HE | Integrated Partners
Boston, MA, Oct. 06, 2020 (GLOBE NEWSWIRE) -- Integrated Partners, a national financial planning and registered investment advisory firm, is pleased to announce that financial advisor Melissa...
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Golden State’s brother duo team is now a trio
20 août 2020 13h59 HE | Golden State
SOUTH COAST METRO, Calif., Aug. 20, 2020 (GLOBE NEWSWIRE) -- Golden State (“firm” “company”), a registered investment advisor, announced today that Matthew Catone will be joining the company’s team...
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Grayscale Investments Publishes The Digital Currency Toolkit for Financial Advisors
28 juil. 2020 09h00 HE | Grayscale Investments
New York, July 28, 2020 (GLOBE NEWSWIRE) -- Grayscale Investments®, the world’s largest digital currency asset manager, today launched a new educational resource for financial advisors and wealth...
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Genus Capital Management announced as a finalist of the 2020 RiA Leadership Awards
10 juin 2020 06h00 HE | Genus Capital
Vancouver, BC, June 10, 2020 (GLOBE NEWSWIRE) -- Vancouver, BC (8 June, 2020). Today, Genus Capital Management, an investment management firm, has been awarded the runner up position in the Market...
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Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies
02 juin 2020 09h00 HE | Golden State
SOUTH COAST METRO, Calif., June 02, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management (“Golden State”), a registered investment advisor, is pleased to announce the merger of Ideal Life...
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Golden State Adds Another in the Evergreen State
28 avr. 2020 15h15 HE | Golden State
SOUTH COAST METRO, Calif., April 28, 2020 (GLOBE NEWSWIRE) -- Golden State announced today its second Washington office and newest wealth manager, Kelli Young, the owner and founder of Longevity...
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Golden State Wealth Management Welcomes Wealth Managers Curt Howard and Brian Rasmussen
18 févr. 2020 12h11 HE | Golden State
SOUTH COAST METRO, Calif., Feb. 18, 2020 (GLOBE NEWSWIRE) -- Golden State Wealth Management announced today its newest wealth managers, Curt Howard and Brian Rasmussen. Curt is the owner and...
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Allen Berg To Join Focus Partner Firm Kovitz Investment Group Partners
20 déc. 2019 09h00 HE | Focus Financial Partners Inc.
NEW YORK, Dec. 20, 2019 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it...
Hamilton Capital Adds 30-Year Industry Veteran To Lead Retirement Plan Business
11 déc. 2019 09h00 HE | Hamilton Capital
COLUMBUS, Ohio, Dec. 11, 2019 (GLOBE NEWSWIRE) -- Hamilton Capital (Hamilton), a Columbus-based registered investment advisor (RIA) with more than $2.6 billion in assets under management (AUM),...