, /PRNewswire/ –Today marks the official launch of Oakledge Advisors, a new independent advisory firm founded to help institutional investors, asset managers, and ecosystem partners…
Tag: Advisors
Axxcess Wealth CIO Cory Persson, CFA – A Finalist for Think Advisors Luminaries "TAMP and Model Marketplace CIO of the Year."
, /PRNewswire/ — Cory Persson, CFA, Chief Investment Officer at Axxcess Wealth Management, has been named a finalist for the 2025 ThinkAdvisor Luminaries Award in…
EFGH Appoints Veteran Media Strategist Woon Tai Ho to Board of Advisors to Shape Global Narrative and Trust
, /PRNewswire/ — Embed Financial Group Holdings (EFGH) today announced the appointment of veteran media strategist, author and producer Woon Tai Ho to its Board…
Pageport raises $3.3M to launch Slant, the AI-first CRM built for financial advisors.
New funding will accelerate Slant’s nationwide rollout, helping financial advisors double their capacity and serve hundreds more clients each year. , /PRNewswire/ — Pageport, the…
Republic Capital Group Serves as Exclusive Investment Banking Advisor to Global Wealth Advisors in Partnership with Merit Financial Advisors
, /PRNewswire/ — Republic Capital Group (“Republic”), a leading investment bank specializing in providing strategic and financial advisory solutions to wealth management firms and their…
Wellesley Information Services Announces Inaugural Board of Advisors
, /PRNewswire/ –Wellesley Information Services (Wellesley) is pleased to announce the formation of its inaugural Board of Advisors, continuing the company’s evolution as the most…
Hundreds Attend 2025 Drone Rodeo at Constellis Advisors & Training
, /PRNewswire/ –Constellis successfully hosted its 2025 Drone Rodeo at the Constellis Advisors & Training (CAT) facility in Moyock, NC, drawing more than 300 attendees…
Constellis announces new offerings from Constellis Advisors & Training
, /PRNewswire/ — Constellis is proud to announce that its flagship training location, Constellis Advisors & Training (CAT) facility, is offering new, specialized training activities…
Tarrant County Engages Avèro Advisors to Lead ERP Landscape Assessment and Strategic Roadmapping
, /PRNewswire/ — Avèro Advisors, a nationally recognized independent consulting firm specializing in public sector transformation, is pleased to announce it has been selected by…