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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· 10 hours agoAspiriant, a leading independent wealth management firm, announced that three new partners have been elected to the firm< ...
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.
Ty J. Young Wealth Management Produces Video Guide For Retirement Investors
The Herald-News· 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...
WEG Acquires $809M The Retirement Group
WealthManagement.com· 8 hours agoMinneapolis-based Wealth Enhancement Group, an acquisitive RIA with over $82 billion in client assets, has purchased The Retirement Group, a hybrid RIA...
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....
Some Wall Street bankers could see their bonuses jump 25%. But there’s one job where payouts will...
Fortune via AOL· 12 hours ago“Equity markets have boosted AUM [assets under management] and revenues in traditional asset ...
Ares Management stock PT raised by RBC Capital, citing retail/WM channel growth By Investing.com
Investing.com· 12 hours agoManagement, L.P. (NYSE: NYSE:ARES), increasing the firm's price target to $150 from the previous...
Moxo recognized by WealthTech100 2024
WPRI Providence· 7 hours agoMoxo, a leading platform provider for collaborative workflows, has been honored with a spot on the esteemed WealthTech100 list for 2024. The company has been recognized for its groundbreaking ...
