Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. ("Savvy"), today announces the onboarding of three former Commonwealth Financial Network teams ...

University endowments – perhaps the ultimate balanced, institutional investors – grew a not-too-shabby average of 11% in the ...

AI prospecting tools, which find and curate potential clients for financial advisory firms, have sprung up alongside ...

Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial conversation tool for advisors, today announced a new integration with eMoney Advisor ("eMoney"), a leading provider of financial ...

NetVendor, a leading provider of vendor compliance management software for the multi-family and commercial real estate industries, today announced a majority investment from Five Arrows, the ...

Total revenue was $50.5 million, a decrease of 24% from $66.7 million in the third quarter of 2024, primarily due to ...

Five Arrows has made a majority investment in NetVendor, a Tualatin, Oregon-based provider of vendor compliance management software for the multi-family and commercial real estate industries. No ...

Swedish investment firm EQT said on Friday it would invest about $930 million in South Korea's Douzone Bizon to take up a ...

Shareholders approved a plan to grant Mr. Musk shares worth nearly $1 trillion if he meets ambitious goals, including vastly ...

A deal could support the cost of Iress product development, with the service paid for and used by more advisers working ...

EQT signs SPA to invest in Douzone Bizon, a provider of ERP and software solutions in South KoreaEQT plans to acquire a 37.6% stake in Douzone Bizon, including shares held by majority shareholder, ...