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Newsmakers

Breaking news across the wealth management industry

VestGen Names Industry Leaders To New Advisory Board

Recently Founded Wealth Management Firm Builds Advisory Board Shortly After Filling C-Suite

By James Miller

/ 12 Mar 2025

Josh Gerry, Founder & CEO, VestGen Wealth Partners

Carson Group Hires CTO From Envestnet

Ramesh Vaswani To Be Responsible For Developing And Executing The Firm’s Tech Strategy.

By Jeff Berman

/ 11 Mar 2025

Ramesh Vaswani, Chief Technology Officer, Carson Group

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

New Customizable Trading Dashboard Aims To Bridge The Gap Between Retail And Professional Traders.

By James Miller

/ 5 Mar 2025

TradingBlock Unveils Professional-Grade Trading Platform For Retail Investors

PureFacts Adds Three To C-Suite

The Leadership Buildout, Intended To Boost Growth, Follows A Majority Investment From GrowthCurve Capital

By Jeff Berman

/ 5 Mar 2025

Joining PureFacts Financial Solutions: Robert O’Boyle, Chief Revenue Officer; Anuradha (Anu) Dodda, Chief Technology Officer; and Stephen Tkaczyk, Chief Financial Officer.

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal

As Bud Lowenthal Steps Down After 40 Years, Son Robert To Take Reins In May

By James Miller

/ 3 Mar 2025

Oppenheimer Announces CEO Succession, Taps Robert Lowenthal

TritonPoint Wealth Announces Affiliate Supporting Independent Advisors

Harold Hughes Named CEO Of TritonPoint Partners

By Jeff Berman

/ 28 Feb 2025

Harold Hughes, Partner & CEO, TritonPoint Partners

Caprock Welcomes David Solow To Chicago Office

Former Goldman Sachs Advisor Will Bolster Sports And Entertainment Client Services

By Michael Madden

/ 26 Feb 2025

David Solow, Managing Director & Client Advisor, Caprock

Sanctuary Wealth Makes Minority Investment In Alluvial Private Wealth

Sanctuary’s Stake Is First Of Its Strategic Capital Partnership Program

By James Miller

/ 26 Feb 2025

Adam Malamed, CEO, Sanctuary Wealth

VestGen Hires Six Veterans To Complete C-Suite

Former LPL, Pershing And Hightower Executives Part Of Recently Launched Firm’s Executive Team

By James Miller

/ 21 Feb 2025

Josh Gerry, CEO & Co-Founder, VestGen Wealth Partners

Rise Growth Makes Second RIA Minority Investment

The Joe Duran-Led Firm Staked $5.7 Billion Grimes & Company To Help Drive Its Expansion.

By Jeff Berman

/ 19 Feb 2025

Joe Duran, Managing Partner, Rise Growth Partners

Bluespring Buys $560 Million Louisville, Kentucky, Firm

Reliant Wealth Planning Brings 13-Member Team To Kestra Subsidiary

By Jeff Berman

/ 12 Feb 2025

Shaun Chelf and Laura Clark, Founding Partners, Reliant Wealth Planning

Prime Capital Expands Into Atlanta Metro With Latest Acquisition

The Deal With Duluth, Georgia-Based Sugarloaf Adds $1 Billion In Client Assets To Prime Capital.

By Jeff Berman

/ 11 Feb 2025

Jason Connolly, Managing Principal, Sugarloaf Wealth Management