RIA Roundup: Captrust Buys $1.1B Trutina in Pacific Northwest
No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.
Source: wealthmanagement.com
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Lasalle St. Welcomes Former UBS Financial Services Vice President as Advisor-Owner
/PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms,...
Source: prnewswire.com
LASALLE ST. ANNOUNCES SUCCESSFUL LAUNCH OF NEW ADVISOR EQUITY OWNERSHIP FOR ITS AFFILIATED REPS AND ADVISORS
/PRNewswire/ -- LaSalle St., a family of wealth management firms encompassing independent broker-dealer and two registered investment adviser (RIA) platforms,...
United States Mark Contey Lorene Yue Daniel Schlesser Value Creation While Positioning Firm For The Fidelity Investments
Source: prnewswire.com
QCI to Present at the A.G.P. Emerging Growth Technology Conference, February 16, 2023
09.02.2023 - LEESBURG, Va., Feb. 09, 2023 (GLOBE NEWSWIRE) - Quantum Computing Inc. (NASDAQ: QUBT), (“QCI” or the “Company”), a first-to-market full-stack photonic-based quantum computing and solutions company, has been invited to present at the A.G.P. ... Seite 1
Quantum Computing Inc A Gp Alliance Global Partners A Gp Emerging Growth Technology Conference Emerging Growth Technology Conference Alliance Global Alliance Global Partners
Source: wallstreet-online.de
Mindy Diamond on Independence: David Canter M&A, RIAs, and More
David Canter, president of Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices.
David Canter Louis Diamond Kestra Holdings Fidelity Clearing Custody Solutions Bluespring Wealth Partners Fidelity Clearing
Source: wealthmanagement.com
Fidelity Investments Canada Launches New Fidelity Advantage Ether ETF™/ETF Fund
/CNW/ - Fidelity Investments Canada ULC today launched Fidelity Advantage Ether ETF™ and Fidelity Advantage Ether ETF Fund™ for investors looking for exposure...
Scott Mackenzie Kelly Creelman Toronto Stock Exchange Investment Industry Regulatory Organization Of Canada Corporate Affairs Fidelity Clearing Canada
Source: newswire.ca
J.D. Power's 2022 financial advisor satisfaction rankings
In J.D. Power's annual survey, a significant portion of wirehouse and independent representatives said they're considering a move to another firm.
Source: financial-planning.com
Fidelity's Physical Bitcoin ETF Starts Trading in Canada - Bitcoin Magazine: Bitcoin News, Articles, Charts, and Guides
The asset manager, now the largest to offer a bitcoin ETF, has also launched a bitcoin mutual fund up North.
United States Gary Gensler Kelly Creelman Exchange Commission Fidelity Investments Inc Toronto Stock Exchange
Source: bitcoinmagazine.com
It's Time for South Korea to Embrace Bitcoin, Says KRX Chairman - Bitcoin Magazine: Bitcoin News, Articles, Charts, and Guides
Korea Exchange Chairman Son Byung-doo said the country needs to study embracing bitcoin and cryptocurrencies.
South Korea Fidelity Investments Exchange Commission Industry Regulatory Organization Of Canada Korea Exchange Chairman Son Byung Doo
Source: bitcoinmagazine.com
T3 and ScratchWorks Team Up for Fall Conferences: Tech Roundup
What You Need to Know T3 attendees will be able to attend the ScratchWorks competition for free. Meanwhile, Fidelity model portfolios are now available via JPMorgan’s 55ip tax-smart investment strategy platform. RIA in a Box has acquired virtual desktop provider Itegria, the maker of AdvisorCloud. Technology Tools for Today (T3) launched registration for the T3 Advisor and T3 Enterprise conferences, to be held back-to-back, Monday, Sept. 27 through Friday, Oct. 1, in Denton, Texas. They were ...
United States Riverfront Investment Group Fidelity Clearing Custody Solutions Denton Convention Center Orion Advisor Solutions Technology Tools For Today
Source: thinkadvisor.com