Edge Total Intelligence Inc. (TSXV: CTRL) (OTCQB: UNFYF) (FSE: Q5I) ("edgeTI", "Company"), a leader of Real-Time Digital ...

Carnegie exited Wells Fargo Advisors in 2023 and partnered with LPL to establish its own practice. The firm was founded by ...

The merger and acquisition advisory firms JEGI Clarity and Leonis Partners announced a merger on Monday, creating a combined ...

Marc Rogers, Founder/CEO of Producers Prospect, is a financial advisor, coach and industry leader with over 20 years of ...

I recently spoke with Matt Fleissig, co-founder and CEO of Pathstone to learn from the their playbook on wealth management ...

A financial advisory firm in New Cumberland has been acquired. Zimmermann Investment Management & Planning on Bridge Street ...

Last month, the Indian unit of the Seoul-based Hyundai sought the approval of shareholders for deals with companies linked to ...

Meet Evan Parubets Evan Parubets is the Head of Advisory Services Team at Steadyhand in Toronto. He is a shareholder of the firm and works with clients, ...

From flexible work options to a "zero-burnout" focus and support for employee diversity, these outstanding firms are scoring ...

Wealth managers and financial advisors play similar roles, but the former tends to specialize in advising high-net-worth ...

Apella Wealth, a West Hartford-based financial advisory firm, has bought a Pennsylvania-based investment advisor, Marrella ...

A ubiquitous compliance protocol that has become even more critical in the digital era is KYC, which stands for Know Your ...