Flourish Obtains SOC 2 Type 2 Report on Controls Relevant to Security, Availability, and Confidentiality
09 mai 2023 09h00 HE
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Flourish
New York, May 09, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
UPDATE: Flourish Hits $2 Billion AUC Milestone Amid Record Demand
18 avr. 2023 17h47 HE
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Flourish
New York, April 18, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
Flourish Launches Integration with Redtail Technology Platform
04 avr. 2023 09h00 HE
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Flourish
New York, April 04, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
Adviser Investments’ Liz Kesselman Named to Forbes’ 2023 List of “Top Women Wealth Advisors” in State
09 févr. 2023 10h30 HE
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Adviser Investments
Newton, Massachusetts, Feb. 09, 2023 (GLOBE NEWSWIRE) -- Adviser Investments today announced that Elizabeth Kesselman was awarded the #13 spot on Forbes magazine’s 2023 list of “Top Women Wealth...
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
07 févr. 2023 11h59 HE
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FP Transitions
Lake Oswego, OR, Feb. 07, 2023 (GLOBE NEWSWIRE) -- Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the...
Flat Rock Global, LLC Announces the Launch of a New Interval Fund, the Flat Rock Enhanced Income Fund
06 févr. 2023 09h00 HE
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Flat Rock Global, LLC
JACKSON, Wyo., Feb. 06, 2023 (GLOBE NEWSWIRE) -- Today, Flat Rock Global, LLC ("Flat Rock Global" or the "Firm") announced the launch of a new interval fund, the Flat Rock Enhanced Income Fund ("the...
Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate
31 janv. 2023 11h00 HE
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Magnus Financial LLC
NEW YORK, Jan. 31, 2023 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Chase Wickenheiser has joined the firm as an Associate. Chase partners with his...
Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses
15 déc. 2022 08h10 HE
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FP Transitions
Lake Oswego, OR, Dec. 15, 2022 (GLOBE NEWSWIRE) -- FP Transitions, the industry’s leading growth consultancy for wealth management firms including succession planning, equity management and M&A...
Azzad Portfolios Recognized as "Top Guns" by Informa Investment Solutions
30 nov. 2022 08h00 HE
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Azzad Asset Management
Falls Church, Virginia, Nov. 30, 2022 (GLOBE NEWSWIRE) -- Azzad Asset Management announced today that five of its investment strategies have again been awarded "Top Guns" designation by Informa...
Azzad Asset Management named again to CNBC FA 100
04 oct. 2022 06h00 HE
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Azzad Asset Management
Falls Church, Virginia, Oct. 04, 2022 (GLOBE NEWSWIRE) -- Azzad Asset Management announced today that it has once again been named to the CNBC FA 100, a ranked list of wealth management firms that...