Partnership between FMG and FP Transitions ignites 360-degree growth solutions for independent advisor businesses
December 15, 2022 08:10 ET
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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...
Solomon Partners Enters Industrials Investment Banking with Hiring of Larry Gelwix
October 17, 2022 11:00 ET
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Solomon Partners
NEW YORK, Oct. 17, 2022 (GLOBE NEWSWIRE) -- Solomon Partners, a leading financial advisory firm and independently operated affiliate of Natixis, has entered into Industrials investment banking with...
David Beling Appointed Strategic Advisor for KRTL Holdings Group Inc
October 13, 2022 09:15 ET
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KRTL Holding Group
Lakewood, CO, Oct. 13, 2022 (GLOBE NEWSWIRE) -- KRTL Holding Group is very excited to welcome Mr. David Beling as a new Strategic Advisor. Mr. Beling is a 1964 Mining Engineering graduate from the...
Leading Investment Management Firm Harbourfront Wealth Names Kim Thompson as SVP of Strategy and Advisor Services to Support in Next Phase of Growth
September 30, 2022 08:00 ET
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Harbourfront Wealth Management
VANCOUVER, British Columbia, Sept. 30, 2022 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management ("Harbourfront" or the "Company"), a leading national investment management firm, today announced the...
Ex-VP of Global Marketing of Apple Joins Inery As Principal Advisor to Help Drive Mainstream Adoption
September 21, 2022 10:24 ET
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Inery Blockchain
Singapore, Sept. 21, 2022 (GLOBE NEWSWIRE) -- Satjiv S. Chahil, the ex-Senior Vice President of Global Marketing of Apple, is joining Inery’s team as the new Principal Advisor bringing...
The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment
September 08, 2022 09:00 ET
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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...
Talos Adds Highly Regarded Wall Street Technologist Neal Pawar as Strategic Advisor
August 11, 2022 08:30 ET
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Talos
New York, Aug. 11, 2022 (GLOBE NEWSWIRE) -- Talos, the premier provider of institutional digital asset trading technology, today announced the appointment of Neal Pawar as the company’s latest...
Stearns Financial Group SVP Haleh Moddasser Receives Luminaries Award
December 03, 2021 14:18 ET
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Stearns Financial Group
CHAPEL HILL, N.C., Dec. 03, 2021 (GLOBE NEWSWIRE) -- Stearns Financial Group announced today that Partner and Senior Wealth Advisor, Haleh Moddasser, has been honored in the "Executive Leadership...
Berdon Calls on Highly Experienced Professional for a Key Role in Its Tax Department
October 19, 2021 16:19 ET
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Berdon LLP
New York, Oct. 19, 2021 (GLOBE NEWSWIRE) -- Berdon LLP Accountants and Advisors has brought on board James Toto, CPA, a tax professional with more than 25 years of experience, to further enhance the...
Technicorum Announces Rickard Amidani, Social Media & E-commerce Specialist to Join INFLUENCIOs Advisory Board
September 30, 2021 06:00 ET
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Technicorum Holdings
STOCKHOLM, Sept. 30, 2021 (GLOBE NEWSWIRE) -- (via Blockchain Wire) –– Technicorum Holdings, one of the world's leading crypto advisors based in Singapore and Stockholm, and an IT and service group...