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December 14, 2021
The Onyx Advisor Network, a platform for minority-led advisory firms, will launch in January, offering compliance assistance, coaching and custodial access.
November 29, 2021
E*TRADE is an online investment platform offering an array of low-cost brokerage, investing, retirement, and banking services.
November 3, 2021
LPL Financial said Wednesday it's recruited a $350 million a team in Ohio, River Cities Financial Services, formerly with Cetera Advisors.
November 2, 2021
Press release content from Globe Newswire. The AP news staff was not involved in its creation.
November 2, 2021
NEW YORK, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Zoe Financial, a financial advice platform that connects consumers with vetted financial advisors, announced...
June 11, 2021
/PRNewswire/ -- Thrivent Advisor Network, the platform for independent purpose-driven advisors looking to deliver fiduciary advice as members of a community...
June 4, 2021
Rebranded Toyota Ventures invests $300 million in emerging tech and carbon neutrality Toyota AI Ventures, Toyota’s standalone venture capital fund, has dropped the “AI” and is reborn as, simply, Toyota Ventures. The fund is commemorating its new identity by investing an additional $300 million in emerging technologies and carbon neutrality via two early-stage funds: the Toyota Ventures Frontier Fund and the Toyota Ventures Climate Fund. The introduction of these two new funds, each wo...
June 2, 2021
/PRNewswire/ -- Thrivent Advisor Network, the platform for independent purpose-driven advisors looking to deliver fiduciary advice as members of a community...
April 16, 2021
Zoe Financial Announces Its Collaboration With Modera Wealth Management Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, announced today its collaboration with Modera Wealth Management ("Modera"), an industry awarded wealth advisor practice. News provided by Share this article Share this article NEW YORK, April 16, 2021 /PRNewswire/ -- Zoe Financial, a digital marketplace that empowers consumers to find vetted and reviewed fiduciary financial...
February 3, 2021
Los Angeles based Fintech InvestCloud Completes Recapitalization, Wealth Platform Now Valued at $1B California-headquartered Fintech firm According to a release, new financial investors are led by Motive Partners with Clearlake Capital Group, L.P. and also includes other InvestCloud client shareholders. Under the terms of the deal, Motive Partners will be contributing two portfolio businesses, Finantix and John Wise, InvestCloud’s Co-founder and CEO, stated: “The recapitalization achie...