BUSINESS CAPITAL ADDS SENIOR EXECUTIVE TO TEAM
07 avr. 2020 05h00 HE
|
Business Capital
SAN FRANCISCO, April 07, 2020 (GLOBE NEWSWIRE) -- Business Capital (BizCap®), a leading commercial finance and advisory firm, is expanding its team with the addition of Matt Christensen as Sr. Vice...
CORRECTING and REPLACING - Fusion Capital Management Adds Over $1 Billion in AUA This Year with Fusion Elements, an Open-Architecture Technology Platform Empowering Advisors with Operational Edge
07 déc. 2018 15h32 HE
|
Fusion Capital Management
New Platform Gives Financial Advisors a Single Solution for All Operational Needs DALLAS, Dec. 07, 2018 (GLOBE NEWSWIRE) -- In a release issued under the same headline on November 6 by Fusion...
AdvisoryWorld Acquired by LPL Financial
03 déc. 2018 16h05 HE
|
AdvisoryWorld
LOS ANGELES, Dec. 03, 2018 (GLOBE NEWSWIRE) -- AdvisoryWorld, a leading software provider for financial advisors, today announced that it will be acquired by LPL Financial Holdings Inc. (NASDAQ:...
Brinker Capital Strengthens Relationship with AdvisoryWorld Providing Financial Advisors with Next Generation Proposal Technology
14 nov. 2018 09h30 HE
|
AdvisoryWorld; Brinker Capital
Brinker Capital Leverages AdvisoryWorld’s Professional Services and API BERWYN, Pa., Nov. 14, 2018 (GLOBE NEWSWIRE) -- Brinker Capital, a leading investment management company focused on...
Fusion Capital Management Adds Over $1 Billion in AUA This Year with Fusion Elements, an Open-Architecture Technology Platform Empowering Advisors with Operational Alpha
06 nov. 2018 14h25 HE
|
Fusion Capital Management
New Platform Gives Financial Advisors a Single Solution for All Operational Needs DALLAS, Nov. 06, 2018 (GLOBE NEWSWIRE) -- Fusion Capital Management, a technology and turn-key asset management...
FTJ FundChoice to Host 29 Financial Advisor Education Events Across the Country in a 2 Month Period
14 août 2018 09h46 HE
|
FTJ FundChoice, LLC
HEBRON, Ky., Aug. 14, 2018 (GLOBE NEWSWIRE) -- FTJ FundChoice, a national turnkey asset management firm with over $10B assets under administration, today announced it will be hosting 29 regional...
Bleakley Financial Group and AdvisoryWorld Announce Strategic Partnership at LPL Focus 2018, Providing Advisors with High Tech Reporting Capabilities
30 juil. 2018 09h00 HE
|
AdvisoryWorld
FAIRFIELD, N.J., July 30, 2018 (GLOBE NEWSWIRE) -- Bleakley Financial Group (Bleakley), an independent financial advisory firm and user of LPL Financial’s hybrid RIA platform, today announced a...
Business Capital Expands Team
17 juil. 2018 07h00 HE
|
Business Capital
SAN FRANCISCO, July 17, 2018 (GLOBE NEWSWIRE) -- Business Capital (BizCap), a leading commercial finance, restructuring and advisory firm, announced it has hired two Business Development Managers,...
FTJ FundChoice Integrates with Redtail Technology via AdvisoryWorld to Optimize Proposal Generation and Client On-Boarding
30 mai 2018 09h08 HE
|
FTJ FundChoice, LLC
HEBRON, Ky., May 30, 2018 (GLOBE NEWSWIRE) -- FTJ FundChoice, a national turnkey asset management firm with over $10B assets under administration, has announced an integration with Redtail...
AdvisoryWorld Technology Helps Broker-Dealers Comply with SEC New Best Interest Proposal
24 avr. 2018 09h29 HE
|
AdvisoryWorld
LOS ANGELES, April 24, 2018 (GLOBE NEWSWIRE) -- In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors,...