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Farnum Brown - Arjuna Capital - 2024 13F Holdings, Performance, and AUM
Insider Monkey· 3 hours agoEstablished in 2015, Arjuna Capital is a wealth management firm headquartered in Massachusetts. The company specializes in high-touch ...
Aspiriant Names Three New Partners Across Los Angeles and Cincinnati Offices
WKBN 27 Youngstown· 11 hours agoAspiriant, a leading independent wealth management firm, announced that three new partners have been elected to the firm< ...
Ty J. Young Wealth Management Produces Video Guide For Retirement Investors
The Harrisonburg Daily News-Record· 1 day agoLeading financial advisory firm, Ty J. Young Wealth Management, has produced a video guide to help investors who have questions about ...
Focus Financial Partner Firms The Colony Group and Buckingham to Merge
Barrons.com· 1 day agoBuckingham Strategic Wealth and The Colony Group, two of the largest firms in Focus Financial...
Lori Van Dusen: How I Set Up My Wealth Management Firm to Succeed Without Me
Barrons.com· 4 days agoBarron’s Hall of Fame Advisor Lori Van Dusen talks about her new book, opportunities in the private...
Susquehanna International Group adds $1B in Bitcoin ETFs to portfolio
The Cointelegraph· 2 hours agoMore than $1 billion was invested in Bitcoin ETFs by Susquehanna International Group in Q1 2024, according to a filing with the U.S. SEC.
Global Wealth Management Investment Advisory Inc. Sells 369 Shares of JPMorgan Chase & Co....
ETF DAILY NEWS· 13 hours agoGlobal Wealth Management Investment Advisory Inc. lowered its position in JPMorgan Chase & Co....
Valuations for B-Ds and RIAs soar. Can it last?
InvestmentNews· 1 day agoNow for the simple math that underscores the dramatic rise in wealth management firm valuations. Just take a gander at two deals engineered ...
Denis and Davor Poljak of Poljak Group Wealth Management Ranked as Forbes 2024 "Best-in-State Wealth...
Valley City Times Record· 1 day agoPoljak Group Wealth Management at Steward Partners has announced the selection of wealth managers and partners Denis Poljak, Ph.D., CPM®, CFP® and Davor ...
Osaic Completes Acquisition of Lincoln Wealth
Lodi News-Sentinel· 1 day agoOsaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions, today announced the close of the acquisition of Lincoln Financial ...