News

Summit Financial Accelerates Strategic Growth With Stake in $700M Genex Consulting Partnership

Cache Surpasses $300 Million AUM Milestone With Strong 2024 Performance and Investor Adoption

Summit Financial Closes 2024 with 18 Strategic Investments and $8 Billion In Added Assets

Avantax Acquires Assets of Longtime Affiliate Sweeney Kovar LLP with Approximately $180 Million in Assets Under Administration

CION Investments and GCM Grosvenor Announce Launch of the CION Grosvenor Infrastructure Fund with $240 Million Invested in Infrastructure Assets

Orion Expands Real-Time, Cloud-Based Data Sharing with Snowflake

Wealth.com Adds Dan Bolton as Head of Marketing, Strengthening Industry Leadership

GReminders Surpasses 2,000-User Milestone as More Advisors Boost Productivity With Compliance-Friendly Artificial Intelligence

RFG Advisory Launches Refreshed Brand to Redefine Advisor Experience

Nepsis Unveils New Minneapolis Headquarters at Two Meridian

Integrated Partners Expands West Coast Footprint with Addition of RetirementDNA

Triad Partners Hosts Fourth Annual ‘Launch’ Experience to Celebrate Legends, Empower Advisors in Personal Growth and Business

CapIntel Celebrates Successful Rollout with Canada Life, Paving the Way for Elevated Client-Advisor Experiences

Savvy Advisors Surpasses $1 Billion in AUM With Addition of Four Financial Advisors to Close out 2024, Marking a Milestone Year for the Firm

Orion Welcomes Fintech Veteran Arun Anur as Chief Operating Officer

Mercer Advisors Enters Bend, Oregon Market, Onboards Two Experienced Financial Advisors

Mercer Advisors Expands Footprint in Georgia With the Addition of Edward Vance Investment Management

Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology

Orion Introduces Innovative Enhancements to Destinations Funds Trust to Improve Efficiency