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Press Release Feb 27, 2025

Parallel Advisors Welcomes Steve Fernelis, Establishes New York Presence

Press Release Feb 24, 2025

Parallel Advisors Partners with Scottsdale-Based Montlake Financial

Press Release Oct 18, 2024

Forbes Recognizes Magnus Financial Group in its Ranking of Top RIA Firms 2024

Press Release Aug 30, 2024

L&S Advisors, Inc. Named to PSN Top Guns List of Best Performing Strategies for 2Q 2024

Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies Read More

Press Release Jul 9, 2024

$7.75B AUM RIA, Perigon Wealth Management, Adopts The Zoe Wealth Platform to Streamline Financial Advisory Services

Press Release Jun 25, 2024

Zoe Wealth Platform Named Finalist in the 2024 Wealthies Awards for Innovation in Advisor Success

Zoe Financial is Proud to Announce That the Zoe Wealth Platform is a Finalist for the Prestigious 2024 Wealthies Awards Read More

Press Release Jun 3, 2024

Parallel Advisors Announces Appointment of David Canter to Board of Directors

Press Release May 1, 2024

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Awards 2024 Recognition

Press Release Apr 1, 2024

Magnus Financial Group Announces William 'Billy' Bowden Has Joined the Firm as a Senior Vice President

Press Release Mar 27, 2024

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Top Financial Security Professional Recognition for a Third Consecutive Year

Press Release Mar 20, 2024

Olive Invest Debuts Principal Protected Outcomes (PPOs)

Empowering Independent RIAs with Cutting-Edge Alternatives to Structured Products Read More

Press Release Feb 1, 2024

CacheTech Advisor Solutions Welcomes Raj Shekhar, Ph.D, CFA as a Portfolio Manager and Head of Quantitative Research

CacheTech Advisor Solutions Strengthens Quantitative Expertise with the Appointment of Raj Shekhar, CFA, as Portfolio Manager and Head of Quantitative Research Read More

Press Release Nov 8, 2023

Forbes Recognizes Magnus Financial Group in Its Ranking of Top RIA Firms 2023

Press Release Aug 1, 2023

Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2023 RIA Survey and Ranking

Press Release Jul 12, 2023

Top-Growing Registered Investment Advisor Ensemble Capital Achieves B Corp Certification, Demonstrating Commitment to All Stakeholders

Press Release May 18, 2023

Magnus Financial Group Announces Joseph M. Eppedio, MBA, Has Joined the Firm as a Senior Investment Associate

Press Release Apr 17, 2023

Michael S. Schwartz, CFP, AEP Receives Forbes' Best-in-State Wealth Awards 2023 Recognition

Press Release Feb 6, 2023

Flat Rock Global, LLC Announces the Launch of a New Interval Fund, the Flat Rock Enhanced Income Fund

Press Release Jan 31, 2023

Magnus Financial Group Announces Chase Wickenheiser Has Joined the Firm as an Associate

Press Release Jul 29, 2022

Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2022 RIA Survey and Ranking

Press Release Jul 11, 2022

Isabella Aslan Compliance Consulting Celebrates First Anniversary

Isabella Aslan, Principal is elated about her practice's upcoming one-year milestone. Read More

Press Release Jun 9, 2022

Magnus Financial Group Announces Michael Margiasso Has Joined the Firm as an Investment Operations Associate

Press Release Jun 6, 2022

Magnus Financial Group Announces James J. Broderick Has Joined the Firm as Director of Investment Research & Trading

Press Release May 5, 2022

Magnus Financial Group Announces Drew Collins Has Joined the Firm as a Senior Managing Director

Press Release May 3, 2022

Magnus Financial Group Announces Marc Beekman Has Joined the Firm as Investment Research Associate

Press Release Apr 18, 2022

Michael S. Schwartz, CFP®, AEP® Receives Forbes' Best-in-State Wealth Advisors Recognition

Press Release Feb 17, 2022

Hamilton Capital, a Rapidly Growing $3.6 Billion RIA, Adds Another Powerful Financial Professional to Palm Beach Office

Press Release Feb 10, 2022

Sharon Hayut, CFP®, CDFA® Receives Forbes' Best-in-State Women Advisors Recognition

Press Release Jan 24, 2022

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager

Magnus Financial Group LLC ("Magnus") is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Read More

Press Release Jan 7, 2022

Magnus Financial Group Announces That Sharon Hayut, CFP®, CDFA® Has Joined the Firm as Senior Managing Director

Press Release Oct 11, 2021

Magnus Financial Group Announces Leslie Hwang Has Joined the Firm as Vice President & Client Relationship Manager

Press Release Oct 4, 2021

Magnus Financial Group Announces Jennifer Laughnan Has Joined the Firm as Vice President of Investment Operations

Press Release Sep 27, 2021

Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations

Press Release Aug 10, 2021

Brookstone Capital Management Ranked Number One Fastest-Growing RIA Firm

Press Release Jul 30, 2021

Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2021 RIA Survey and Ranking

Press Release Jun 23, 2021

Prominent WealthTech Pundits Discuss Industry's Most Significant Challenges and Opportunities in 'Wealth Technology Viewpoints' Video Series

Press Release Mar 16, 2021

Wealth Technology Visionaries Share Valuable Industry Insights Through Upcoming Video Series

Industry Icon Lori Hardwick Facilitates Panel of Prominent Wealth Technology Experts in 5-Episode 'Wealth Technology Viewpoints' Video Series Read More

Press Release Dec 10, 2020

TruChoice Announces Strategic Alliance With Jackson

Jackson to Offer Advisory Variable and Fixed Index Annuities Through TruChoice's Outsourced Insurance Division Platform Read More

Press Release Sep 16, 2020

HawsGoodwin Wealth Adds Specialty Expertise and Credentials

Tennessee wealth management firm focuses on helping clients protect their assets and live their best lives Read More

Press Release Aug 21, 2020

HawsGoodwin Wealth Named to the Inc. 5000 List

Nashville Firm Included for First Time Among America's Fastest Growing Private Companies and Maintains Position on Financial Times Top Registered Investment Advisers List Read More

Press Release Aug 18, 2020

Financial Advisor Magazine Recognizes Magnus Financial Group to Its 2020 RIA Ranking

Press Release Jul 28, 2020

Big Strides: Impactful Broker-Dealer and RIA, Vanderbilt Financial Group, Hits Growth Surge Again

Press Release Jul 16, 2020

Oranj Named a Finalist for Model Marketplace Innovation

2020 "Wealthies" competition honors outstanding achievements in the financial services industry Read More

Press Release Jul 10, 2020

Vanderbilt Financial Group Acquires $200MM Long-Island RIA Firm

Press Release Jun 23, 2020

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Read More

Press Release Jun 16, 2020

Oranj Brings Individual Equity Allocation Solution to Its Model Marketplace for Financial Advisors

Liberty One Investment Management joins the growing list of asset managers on the Oranj custodian-agnostic platform Read More

Press Release Jun 11, 2020

ProManage Announces the Addition of New Senior Vice President

Author, Investor and Advisor, Dan Cassidy Joined the Firm in May Read More

Press Release Jun 4, 2020

Redi2's BillFin™ Now Available on the SSG Platform

Press Release May 18, 2020

Oranj Adds Income-Focused Mutual Funds to Its Platform for Financial Advisors

Pacific Funds join the growing list of asset managers on Oranj's custodian-agnostic platform Read More

Press Release Apr 30, 2020

Oranj Adds to Its Model Marketplace for Financial Advisors Mutual Funds With the Long-Standing Value Line Funds Family

Value Line Funds join the growing list of asset managers on Oranj's custodian-agnostic platform Read More

Press Release Mar 19, 2020

Oranj Adds Active Asset Management to Its Model Marketplace for Financial Advisors

Allianz Global Investors joins the growing list of asset managers on Oranj's custodian-agnostic platform Read More

Press Release Mar 11, 2020

TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion

New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms. Read More

Press Release Mar 4, 2020

Brown Miller Wealth Management Announces Status as Registered Investment Advisor

Veteran advisors lead new DC-area firm with focus on understanding clients' goals, designing plan to achieve them Read More

Press Release Feb 24, 2020

Magnus Financial Group Announces Travis R. Nelson, CFP® Has Joined the Firm as a Vice President

Press Release Feb 10, 2020

Michael S. Schwartz Makes Forbes' Best-in-State Wealth Advisors (NYC) List

Press Release Jan 28, 2020

Influential Industry Innovator, Lori Hardwick, Joins Silver Advisory Board to Guide Fast-Growing Wealth Technology Subsidiary

Silver Adds Wealth Technology Luminary to Strategic Advisory Board to Accelerate Adoption of Silver Wealth Technologies' Transformative Foundational Data Platform Read More

Press Release Jan 23, 2020

Magnus Financial Group LLC Earns Acclaim on RIA Channel's Top 100 Wealth Managers List for 2019

Press Release Jan 23, 2020

Sandra Nesbit Launches New Consulting Company: Mainsail Capital Group

Former financial advisor will use first-hand experience as a client-facing wealth manager who successfully navigated from wirehouse workplace to independently owned boutique RIA to merging with a larger nationally known RIA. Read More

Press Release Jan 9, 2020

Practifi Completes $16.3M Series B Funding Round With Updata Partners to Accelerate Growth

Press Release Nov 25, 2019

Vanderbilt Financial Group Names Heidi Distante as Chief Executive Officer