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...
FP Transitions, Live Oak Bank & Advisor Circle Champion Sustainability for Wealth Firms
July 26, 2022 12:00 ET
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FP Transitions
Lake Oswego, OR, July 26, 2022 (GLOBE NEWSWIRE) -- Promising an experience that serves an inclusive community of up-and-coming advisors, this year’s Advisor Circle’s Future Proof Festival will...
Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate
June 09, 2022 14:00 ET
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Magnus Financial LLC
NEW YORK, June 09, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Michael Margiasso has joined the firm as an Investment Operations Associate. Margiasso...
Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading
June 06, 2022 09:00 ET
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Magnus Financial LLC
NEW YORK, June 06, 2022 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that James J. Broderick, CFP®, APMA® has joined the firm as Director of Investment Research...