Open Advice eyes venture capital backing and secures £150,000
Hybrid advice platform Open Advice has secured a £150,000 investment from London-based technology venture capital fund manager Symvan Capital.
Source: professionaladviser.com
Page 8 - First Wealth News Today : Breaking News, Live Updates & Top Stories | Vimarsana
Stay updated with breaking news from First Wealth. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Top News In First Wealth Today - Breaking & Trending Today
One in six grandparents say they're now propping up TWO generations
There are young families being pushed to the brink due to the pandemic and cost-of-living crisis. And now many grandparents are supporting two generations of their families
Source: dailymail.co.uk
RIA Roundup: Lazard Acquires Truvvo, Creates $8B Family Office
RIA M&A deals from Lazard, Stratos Wealth, Beacon Pointe, Pathstone, Legacy Capital, Hightower and Snowden Lane.
Source: wealthmanagement.com
Stratos Wealth Partners Expands Stake in First Wealth Financial Group
/PRNewswire/ -- Stratos Wealth Partners (Stratos), a registered investment advisor (RIA) of Stratos Wealth Holdings, today announced it has expanded its...
Source: prnewswire.com
Flexibility a necessity for hybrid advice says NextWealth report
Firms offering hybrid advice need to have flexibility in their target market and fees, according to a new report from NextWealth.
Source: professionaladviser.com