TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
February 07, 2023 11:59 ET
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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
February 06, 2023 09:00 ET
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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
January 31, 2023 11:00 ET
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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
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...
Azzad Portfolios Recognized as "Top Guns" by Informa Investment Solutions
November 30, 2022 08:00 ET
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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
October 04, 2022 06:00 ET
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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...
Flourish Crypto Wins WealthManagement.com Industry Award for Outstanding Achievement in Cryptocurrency
September 16, 2022 09:00 ET
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Flourish
New York, Sept. 16, 2022 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help RIAs secure their clients’ financial futures, today announced that...
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...
Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking
July 29, 2022 09:00 ET
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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
July 28, 2022 08:00 ET
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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...