Finance News
The Future is All About Process Improvement
Amplify is redefining the future of wealth management with strategic operational improvements and cutting-edge tech advancements for 2024.
By NB
Feb 17, 2024
Ensemble Capital: The Tinkering Never Ends
Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.
By NB
Feb 17, 2024
Former Northwestern Mutual Advisor Launches Indie RIA
David Eisenhauer and his team managed $450 million in assets for around 150 clients on the broker/dealer platform.
By NB
Feb 17, 2024
VanEck to Pay $1.75M to Settle SEC Charges Related to ETF Promoted by Dave Portnoy
The SEC claims VanEck failed to disclose the involvement of a social media influencer in promoting the BUZZ ETF.
By NB
Feb 17, 2024