Finance News
Summit Wealth Systems Partners With Brighton Jones
Summit founder Reed Colley's latest endeavor is being rolled out to Brighton's advisors across 33 states.
By NB
Jan 12, 2024
Realta Wealth Hires New COO
Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer.
By NB
Jan 12, 2024
Data Management Platform OneAdvisory Raises $8M in Seed Funding
In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch.
By NB
Jan 12, 2024
Avise Financial, A Technology And Services Co-Op For Advisors, Launches
The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors.
By NB
Jan 12, 2024