Three years ago, when Jeffrey Gitterman transitioned his $120 million advisory firm to be 100% focused on ESG investing, he said the key to getting clients on board was in the explanation.
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The Gitterman name has resonated for more than 25 years across private clients and higher ed institutions as a nationally recognized leader in the Sustainable, Impact, and Environmental, Social and Governance (ESG) space.
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AdvisorCloud 360TM is the evolution of AdvisorAssist’s proprietary compliance engine, AdvisorCloudTM, which supports over 500 advisory firms and over 3,000 supervised persons in meeting their annual compliance obligations.
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Merchant Investment Management’s inroads — and influence — in the RIA market continues to grow.
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Summit Financial, a 36-year-old financial services firm supporting independent wealth management advisors, today announced the hiring of Michelle McIntyre as Director of Growth and Business Development. McIntyre brings decades of industry experience to her outreach role.
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In the bad old days, RIAs seeking debt financing were largely confined to onerous SBA loans (if they could get one) and burdensome seller-financed notes for internal buy-outs.
Live Oak Bank began to revolutionize the marketplace in late 2012 when it introduced deal terms much more conducive to the independent advisory business.
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Summit Financial, a 36-year-old financial services firm that empowers independent wealth management advisors to grow efficient and sustainable practices, today announced the launch of SummitVantage™, a ground-breaking new advisor solution suite.
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Compass CFO Solutions, LLC, the wealth management industry’s leading provider of outsourced CFO and accounting solutions, announced today that Jay Hummel has taken a board seat along with an equity stake in the company.
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Leading a Merchant Investment Management venture loaded with ex-Dynasty, ex-Focus stars, his company plans to start out making bigger, quicker loans, then selling RIAs a wider range of services
Merchant Investment Management announced today that industry veteran Amit Grover will join the private partnership as Chief Financial Officer.
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With the average transaction size in wealth management M&A increasing 30% in the past year, Fidelity Clearing & Custody Solutions will work with Merchant Investment Management to help firms drive growth and scale in an increasingly concentrated market
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Apollon Wealth Management, a Registered Investment Advisor (RIA) announced today that it has hired Steven Mills, a former SVP at LPL Financial, as its new Chief Operating Officer.
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Conway Wealth Group, a financial advisory firm headquartered in Parsippany, NJ, today announced the launch of its Life & Wealth Network, an exclusive association of professionals and platforms that provide expert guidance in various areas of life .
Read MoreMarshfield, MA (May 15, 2019) — AdvisorAssist, LLC announced today the promotion of Conor I. Anderson and Brian M. Young to Partner and the addition of four new consultants to its team.
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Compass CFO Solutions, LLC, the wealth management industry’s leading provider of outsourced CFO and accounting solutions, announced today that the firm has hit a key milestone and is serving client firms that have a combined $20 billion in Assets Under Management.
Read MoreAdvisorAssist, LLC, the independent wealth management industry’s leading regulatory, compliance and business risk management consulting firm, has formed a new Advisory Board that will include former SEC commissioner Troy A. Paredes.
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