Golden State Opens Its Second Utah Location, Welcoming Ben Marshall of Marshall Wealth Advisors
May 31, 2023 08:00 ET
|
Golden State
SOUTH COAST METRO, Calif., May 31, 2023 (GLOBE NEWSWIRE) -- Golden State is proud to welcome Ben Marshall of Marshall Wealth Advisors in Lehi, Utah who has been helping clients achieve financial...
Golden State Awarded on the USA Today Best Financial Advisory Firms 2023 List
May 30, 2023 11:05 ET
|
Golden State
SOUTH COAST METRO, Calif., May 30, 2023 (GLOBE NEWSWIRE) -- Golden State has been awarded on the USA Today list of Best Financial Advisory Firms 2023. This prestigious award is presented by USA...
Flourish Obtains SOC 2 Type 2 Report on Controls Relevant to Security, Availability, and Confidentiality
May 09, 2023 09:00 ET
|
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
April 18, 2023 17:47 ET
|
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
April 04, 2023 09:00 ET
|
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
February 09, 2023 10:30 ET
|
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
February 07, 2023 11:59 ET
|
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
February 06, 2023 09:00 ET
|
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
January 31, 2023 11:00 ET
|
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
December 15, 2022 08:10 ET
|
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...