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FusionIQ Launches finTAMP Ecosystem to Address Market Demand for Next-Generation Wealth Management Offering

/PRNewswire/ FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment.

Joseph kuo michael duganJohn kimbroMarkc healyPrnewswire fusionInvestors in search of highly customized solutionsTemplated teamTamp delivers networkHaven tower groupDigitalwealth platform providerBest in class network for wealth managersInvestors in searchHighly customizedTurnkey asset management platformExecutive officer markCustomizable solutionDigital workflow on one

Choreo Announces Acquisition of Enso Wealth Management

/PRNewswire/ Choreo, LLC ("Choreo" or "the firm") – an independent registered investment adviser (RIA) focused on designing and building financial solutions.

United statesTurkey hillJim decotaJoseph kuo michael duganFirm west coast footprintPrnewswire choreoStandalone companyHaven tower groupCalifornia based wealth managerMarks first expansionEnso wealth managementLarry milesNorthern californiaParthenon capitalHill managementFaegre drinker

FUSIONIQ ACCELERATES GROWTH STRATEGY WITH APPOINTMENT OF FIDELITY AND BANK OF AMERICA VETERAN JOHN KIMBRO AS CHIEF TECHNOLOGY OFFICER

/PRNewswire/ FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment.

United statesJoseph kuo michael duganJohn kimbroMarkc healyPrnewswire fusionJohn gutheryFidelity investmentsCommitment to technology innovationHaven tower groupDrive continuous innovationFinancial advisorsTheir clients across wealth management firmsChief technology officerChief investmentPark ave securitiesVoya financial

Oppenheimer Announces Expansion of Global Fund Placement and Advisory Group

/PRNewswire/ Oppenheimer & Co. Inc. ("Oppenheimer") a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY).

New yorkUnited statesNew york stock exchangeCity ofUnited kingdomMax lamiRob lowenthalMakayla stephensLos angelesAndrew robertsJoseph kuo michael duganCharles buisseretMarcus klasseTanya mchaleYork stock exchangeLondon school of economics

Crystal Capital Partners Inaugural FA Survey Indicates Surging Demand for Advanced Alts Analytics

/PRNewswire/ Crystal Capital Partners, a turn-key alternative investments platform for financial advisors, today announced the results of its inaugural Alts.

United statesSteven brodJoseph kuo michael duganAndrew jensenPortfolio building technologyHaven tower groupSentiment among financial advisorsAlts platformAnalytical toolsCrystal capital partnersAlts surveyCapital partnersCrystal capitalSenior wealth advisorAlternative investmentsZermatt wealth partners

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