Financial Advisor Melissa Cournyer Joins Integrated Partners’ Seattle Office
October 06, 2020 12:08 ET
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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...
Golden State’s brother duo team is now a trio
August 20, 2020 13:59 ET
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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...
Grayscale Investments Publishes The Digital Currency Toolkit for Financial Advisors
July 28, 2020 09:00 ET
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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...
Genus Capital Management announced as a finalist of the 2020 RiA Leadership Awards
June 10, 2020 06:00 ET
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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...
Golden State Announces Merger of Ideal Life Advisors and Lundqvist Wealth Strategies
June 02, 2020 09:00 ET
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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...
Golden State Adds Another in the Evergreen State
April 28, 2020 15:15 ET
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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...
Golden State Wealth Management Welcomes Wealth Managers Curt Howard and Brian Rasmussen
February 18, 2020 12:11 ET
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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...
Allen Berg To Join Focus Partner Firm Kovitz Investment Group Partners
December 20, 2019 09:00 ET
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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
December 11, 2019 09:00 ET
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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),...
Integrated Partners Welcomes Konvergent Wealth Partners; Opens Seattle, WA, and Bend, OR Offices
November 13, 2019 09:08 ET
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Integrated Partners
Boston, MA, Nov. 13, 2019 (GLOBE NEWSWIRE) -- Integrated Partners , a national financial planning and registered investment advisory firm, is proud to announce that Konvergent Wealth Partners, a...