Happening at Fusion

Fusion congratulates Kara Boccella, Devon Galindo and Team with launch of RIA Serenus Wealth Advisors, LLC! Veteran Wealth Advisor Kara S. Boccella, Consistently Ranked Among Forbes’ Top Women Wealth Advisors in State Rankings, and $1.2B AUM Team Launch Serenus Wealth Advisors New National Wealth Management Firm Founded on a Client-Centric Vision Backed by Decades of

The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing dates as far back as the 1800s. It’s human nature – and a product of both altruism and self-interest – to assist others and promote communal well-being: it’s the “rising tide lifts

Fusion congratulates Jonathan Levy, Erik Cohen and Branko Martinez on launch of Outrunner Capital! Newly formed family office Outrunner Capital, based in Austin, Texas, has signed a deal to join Goldman Sachs’ RIA custody platform, Goldman Sachs Advisor Solutions (GSAS). In its brochure, Outrunner recommends GSAS, Charles Schwab’s Schwab Advisor Services division and Fidelity’s National

For as much as the term “disruption” is used in connection with the technology sector, when it comes to wealthtech solutions provides who serve the RIA channel, it is frequently about both evolution as well as revolution. Over the past 15 years, the rapid growth of the RIA channel helped drive a proliferation of third-party

Experts From NewEdge Capital Group, Prospera Financial Services, Berkshire Global Advisors And Fusion Financial Partners Discuss What’s Driving M&A In 2024 Larry Roth 4th Week Of March, 2024 7 minute read Larry Roth is CEO of Wealth Solutions Report and Managing Partner of RLR Strategic Partners. Going by recent headlines, deal-making in the first quarter

Fusion congratulates David Eisenhauer and Team with launch of RIA Greykasell Wealth Strategies! Advisor and Team with Over 50 Years of Combined Financial Services Experience Launches Independent RIA to Better Serve Expanding Needs of High-Net-Worth Clients DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ — David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies,

Fusion Welcomes Matt Harris of Aperture as a Strategic Partner     We’re proud to announce a newly formed, strategic partnership with Matt Harris, CMT, Founder of Aperture Research Partners, a leading investment research and strategy firm. Matt supported the investment growth from its launch of one of the largest and leading investment platforms, Hightower

Matt Harris  –  Aperture Research Partners   Economic data began to slow at the beginning of Q2, as supply chain disruption and labor shortage put pressure on companies’ ability to meet demand. Concerns further accelerated when the fourth wave of COVID-19 slowed economic progress, and in some areas of the country, reversed some of the

Let’s be honest… you have been thinking about RIA for a while now. You are interested because you know it is a massive upgrade to your current situation. Independence provides ultimate business control, creating real business value, a better lifestyle, legacy planning, and monetization strategies. However, you may be struggling with finding the best options,