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Meet the Exchange Advisor Council

Meet the advisors on the council helping to make Exchange 2024 the most important financial advisor event of the year.

United statesColumbia universityNew yorkKelley schoolPuerto ricoEdwardd bakerMichael dursoMarguerita rita chengGoldman sachDavid garffPhil huberAnna njie konteEconomics at michigan technological universityInvestment committeeMerrill lynchUniversity of california

Focus Posts Net Loss in First Quarter, As It Readies for Sale

Focus Financial Partners posted a net loss and lower-than-expected revenues during the first quarter.

Jim shanahanJohn fureyMarty bicknellBrent brodeskiRudy adolfFocus financial partnersFinancial partnersAdvisor growth strategiesManaging partner john fureyMariner wealthSavant wealth

The latest in financial #AdvisorTech — April 2023

The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.

South australiaSchwab tdameritradeMonte carloAndrew altfestJason wenkEstate planning labAdvisor credit exchangeKitces research on advisor productivityInformation softwareEnvestnet credit exchangeKitces research on advisor technologyFinancial advisortech solutionsTd ameritradeEquity advisor solutionsShareholders service groupKitces research

Three Australian startups that landed over $22 million this week

We have three great Australian startups that managed to collectively land over $22 million this week. And they're an eclectic bunch!

Fintech lumiantSimon millerMichele stansfieldUs fire administrationMain sequenceInvest blueSavant wealthSantiago burrige

Lumiant Raises $3 5M USD in Seed Funding

FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!

United statesInvest blueSavant wealthSantiago burridge

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