Search results
Ategenos reveals “next-generation TAMP” for wealth firms - InvestmentNews
InvestmentNews· 10 hours agoAtegenos Capital, an employee-owned firm focused on partnering with financial institutions to...
Focus Financial Partner Firms The Colony Group and Buckingham to Merge
Barrons.com· 2 days agoBuckingham Strategic Wealth and The Colony Group, two of the largest firms in Focus Financial...
Aspiriant Names Three New Partners Across Los Angeles and Cincinnati Offices
WKBN 27 Youngstown· 22 hours agoAspiriant, a leading independent wealth management firm, announced that three new partners have been elected to the firm< ...
Victory Capital Management Inc. Acquires 7,764 Shares of WEC Energy Group, Inc. (NYSE:WEC)
ETF DAILY NEWS· 4 hours agoVictory Capital Management Inc. boosted its stake in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 2.1% in the fourth quarter, according to its most recent Form 13F filing ...
KKR to Buy Perpetual’s Corporate Trust, Wealth Management Units for $1.44 Billion
The Wall Street Journal· 9 hours agoThe Australian financial company will become a stand-alone, multi-boutique asset management business...
Analyst Report: Envestnet, Inc.
Morningstar Research via Yahoo Finance· 2 hours agoEnvestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform ...
Farnum Brown - Arjuna Capital - 2024 13F Holdings, Performance, and AUM
Insider Monkey· 14 hours agoEstablished in 2015, Arjuna Capital is a wealth management firm headquartered in Massachusetts. The company specializes in high-touch ...
Ty J. Young Wealth Management Produces Video Guide For Retirement Investors
Clayton News Daily· 2 days agoLeading financial advisory firm, Ty J. Young Wealth Management, has produced a video guide to help investors who have questions about ...
Jefferies raises Envestnet stock rating to Hold By Investing.com
Investing.com· 1 hour ago(NYSE:ENV), upgrading the stock from Underperform to Hold and increasing the price target to $59...
Denis and Davor Poljak of Poljak Group Wealth Management Ranked as Forbes 2024 "Best-in-State Wealth...
The Port Lavaca Wave· 2 days agoPoljak Group Wealth Management at Steward Partners has announced the selection of wealth managers and partners Denis Poljak, Ph.D., CPM ...