Registered investment adviser

Alternative Investment Exchange (AIX) Provides Alts Technology to Concorde Investment Services

Retrieved on:

Monday, April 8, 2024

AIX, Partnership, Trauma surgery, Concorde, Risk, RIA, Registered investment adviser, Financial adviser

PHILADELPHIA, April 8, 2024 /PRNewswire/ -- Alternative Investment Exchange ("AIX") entered a partnership with Concorde Investment Services, leveraging AIX's proprietary technology to automate alternative investing processes for Concorde, its advisors and their clients.

Key Points:

AIX platform automates and streamlines investing process for advisors, investors
PHILADELPHIA, April 8, 2024 /PRNewswire/ -- Alternative Investment Exchange ("AIX") entered a partnership with Concorde Investment Services , leveraging AIX's proprietary technology to automate alternative investing processes for Concorde, its advisors and their clients.
Based in Ann Arbor, Mich., Concorde operates as a Registered Investment Advisor (RIA), full-service broker-dealer and insurer.
AIX's data-driven technology increases efficiency and reduces risk for Concorde and its clients.
AIX Chief Operating Officer Brad West said, "Working with an alts leader like Concorde tells the market that AIX is winning at automating the alternatives investing process.

Pacific Advisors Appoints Chris Zajdzinski as Managing Director in Arizona

Retrieved on:

Friday, April 5, 2024

Consulting, Personal Finance, Professional Services, Finance, MassMutual, Registered investment adviser, Culture, Growth, Arizona State University, Knowledge, Insurance, DBA, Retirement, PAS, Family, FINRA, SIPC, Financial adviser

Pacific Advisors proudly announces the appointment of Chris Zajdzinski as the Managing Director of their Arizona office.

Key Points:

Pacific Advisors proudly announces the appointment of Chris Zajdzinski as the Managing Director of their Arizona office.
"Pacific Advisors as a firm has a culture and a team approach that offers clients the highest level of advice and direction," said Chris Zajdzinski.
In his capacity as Managing Director, Chris will play a pivotal role in leading and guiding a team of financial professionals at Pacific Advisors.
Chris' appointment as Managing Director reinforces Pacific Advisors' dedication to providing exceptional financial services and underscores their continued growth and success in the region.

Diana Wong Joins Pacific Advisors as Managing Director in the Bay Area

Retrieved on:

Friday, March 29, 2024

Pacific Advisors proudly announces the appointment of Diana Wong as Managing Director in the Bay Area.

Key Points:

Pacific Advisors proudly announces the appointment of Diana Wong as Managing Director in the Bay Area.
As Managing Director at Pacific Advisors, Diana is poised to lead her team to new heights, leveraging her experience and passion for helping others achieve financial security and confidence.
Pacific Advisors is thrilled to welcome Diana Wong to our team.
Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC.

Amwins Launches Multiline Quoting Platform, Amwins InstantQuote

Retrieved on:

Tuesday, April 2, 2024

P&C, Registered investment adviser, Digital technology, Digital, Flood, Home insurance, Retail

CHARLOTTE, N.C., April 2, 2024 /PRNewswire/ -- Amwins, a global distributor of specialty insurance products and services, today announced the launch of Amwins InstantQuote (Amwins IQ), an online marketplace enabling access to firm, bindable quotes from multiple carriers within minutes. This digital platform combines the ease and convenience of online quoting with the scale and capabilities of the nation's largest P&C wholesaler.

Key Points:

CHARLOTTE, N.C., April 2, 2024 /PRNewswire/ -- Amwins , a global distributor of specialty insurance products and services, today announced the launch of Amwins InstantQuote (Amwins IQ), an online marketplace enabling access to firm, bindable quotes from multiple carriers within minutes.
Amwins InstantQuote marketplace currently provides Homeowners, Dwelling, Condo and Wind coverage, with Flood coverage to be offered soon.
Amwins IQ currently offers multiline quoting on the following Professional Lines coverages:
Crime, Fiduciary, and Registered Investment Advisors are expected to launch in the coming months.
For more information, visit: https://www.amwins.com/quote-online or call your Amwins Broker or Amwins Access Underwriter.

LV Distribution and NewVest Establish Strategic Partnership to Facilitate Better Access to Private Markets Investing

Retrieved on:

Tuesday, March 19, 2024

Partnership, Registered investment adviser, Index, RIAS, Risk management, ETF, Selection bias, Family, Financial services

NEW YORK, March 19, 2024 /PRNewswire/ -- LV Distribution, specializing in third-party asset management distribution, proudly announces a groundbreaking partnership with NewVest, the first-of-its-kind platform of index funds for the private markets.

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NEW YORK, March 19, 2024 /PRNewswire/ -- LV Distribution, specializing in third-party asset management distribution, proudly announces a groundbreaking partnership with NewVest, the first-of-its-kind platform of index funds for the private markets.
This collaboration marks a transformative moment for LV Distribution as it ventures into the realm of private markets, bringing institutional-quality investment strategies to Registered Investment Advisors (RIAs) and Family Offices.
"We are thrilled to partner with NewVest, a pioneering investment manager that is seeking to redefine how investors can establish core, diversified exposure to private equity, private debt and other private markets strategies," said Edward Soltys, Head of LV Distribution.
The LV Distribution and NewVest partnership exemplifies a commitment to providing innovative, accessible solutions for navigating the complexities of private markets.

WealthFeed Secures $2 Million of Funding to Launch its Direct-to-Advisor AI-Powered Money-in-Motion Platform

Retrieved on:

Tuesday, March 12, 2024

Registered investment adviser, Database, Private equity, Entrepreneurship, Intelligence, Service provider, Catalysis, AI, Investment banking, IBD, RIA, RIAS, Adviser

NEW YORK, March 12, 2024 /PRNewswire/ -- WealthFeed Inc ("WealthFeed"), the cutting-edge AI-powered organic growth platform for Financial Advisors, proudly announces the successful closure of a $2 million funding round.

Key Points:

NEW YORK, March 12, 2024 /PRNewswire/ -- WealthFeed Inc ("WealthFeed"), the cutting-edge AI-powered organic growth platform for Financial Advisors, proudly announces the successful closure of a $2 million funding round.
Strategic investors include Thicket Ventures and executives from the Registered Investment Advisor (RIA), Investment Banking and Private Equity sectors.
The platform boasts a dynamic money-in-motion prospect database, offering Advisors extensive filtering capabilities to identify high-converting prospect opportunities, in real time.
"The trust demonstrated by our investors validates the exciting potential of our WealthFeed platform.

Meketa Capital Welcomes Additional Equity Owners, Board Members

Retrieved on:

Thursday, February 22, 2024

Consulting, Banking, Professional Services, Finance, CFO, RIA, Growth, Geography, CUSIP, Policy, RIAS, AEW, Capital, Registered investment adviser, Security (finance)

Meketa Capital, LLC (“Meketa Capital”), a newly-launched subsidiary of Meketa Investment Group focused on delivering private markets investment solutions to financial intermediaries and their clients, today announced additional equity ownership in the firm and the appointment of several individuals to the firm’s Board.

Key Points:

Meketa Capital, LLC (“Meketa Capital”), a newly-launched subsidiary of Meketa Investment Group focused on delivering private markets investment solutions to financial intermediaries and their clients, today announced additional equity ownership in the firm and the appointment of several individuals to the firm’s Board.
In this agreement, Ashley Widger, through the entity AEW, has become an equity owner and growth capital provider to Meketa Capital.
In addition, Michael Bell, CEO of Meketa Capital, has become an equity owner of the firm, effective February 1.
“I am confident that Meketa Capital is positioned to even more effectively and efficiently serve the financial advisor community and to meet the needs of today’s sophisticated individual investor.”
In addition to expanding its equity ownership and welcoming new Board members, Meketa Capital has furthered its affiliation with privately held registered investment advisor Primark Capital, announcing that the Primark Private Equity Investments Fund has been renamed as the Primark Meketa Private Equity Investments Fund, effective January 1.

Pacific Advisors Welcomes Jeffery Clemons and Louis Richards to Leadership Team

Retrieved on:

Thursday, February 22, 2024

Jeffery Clemons assumes the role of Managing Partner of Pacific Advisors Southern California, while Louis Richards joins as Managing Director.

Key Points:

Jeffery Clemons assumes the role of Managing Partner of Pacific Advisors Southern California, while Louis Richards joins as Managing Director.
Jeffery Clemons brings over three decades of invaluable experience in the financial industry to Pacific Advisors.
Both Jeffery and Louis embody Pacific Advisors' core values of integrity, community elevation, teamwork, continuous improvement, and problem-solving.
Pacific Advisors warmly welcomes Jeffery and Louis to its leadership team and looks forward to their valuable contributions in driving the firm's continued growth and success.

Financial Synergies Wealth Advisors Ranks Among Highest-Scoring Businesses on InvestmentNews Annual List of Best Places to Work for Financial Advisors 2024

Retrieved on:

Thursday, March 7, 2024

Minter, RIA, Culture, Growth, Longevity, Registered investment adviser, Environment, Management

HOUSTON, March 7, 2024 /PRNewswire-PRWeb/ -- Financial Synergies Wealth Advisors has been named to the InvestmentNews annual Best Places to Work for Financial Advisors 2024 list. Featured in the February 2024 publication, and prominently featured on Investmentnews.com, the 2024 winners recognize the importance of offering more than just compensation and implement innovative strategies to retain and enable their employees to be exceptional.

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"Our financial advisors and team members are the most impactful investment we can make in the business.
Simply put, we would not be here without their dedication and passion for serving our clients," said Mike Minter, Chief Investment Officer for Financial Synergies.
"As a small company we have the opportunity to focus on culture and create something we are proud of.
After collecting data from hundreds of submissions, InvestmentNews honored 72 firms in the Registered Investment Advisor (RIA) category.

LV Distribution and Pacific Income Advisers (PIA) Unite in Strategic Partnership to Expand U.S. Taxable Fixed Income Strategies Reach

Retrieved on:

Tuesday, March 5, 2024

Family, Financial intermediary, RIAS, PIA, High-yield debt, Registered investment adviser, Core, Partnership, Financial adviser

This collaboration marks a significant milestone for LV Distribution, as it advances towards broadening its offerings and providing U.S. taxable fixed income strategies to clients.

Key Points:

This collaboration marks a significant milestone for LV Distribution, as it advances towards broadening its offerings and providing U.S. taxable fixed income strategies to clients.
Since its inception in 1986, Pacific Income Advisers has managed fixed income strategies with a disciplined, fundamental investment approach.
"We are thrilled to partner with Pacific Income Advisers, a distinguished firm with a rich legacy of expertise in income strategies," said Edward Soltys, Head of LV Distribution.
"At Pacific Income Advisers, we are excited about the opportunity to work with LV Distribution and expand our reach to a wider audience", said Lloyd McAdams, President at Pacific Income Advisers.