WSR Honors Outstanding Professional Services Firms Every industry needs specialists – those professionals who come from a unique place of distilled knowledge and experience – to serve the rest of the industry in meeting challenges. In wealth management, consultants and subject matter experts of various backgrounds provide the extra guidance needed for advisors, RIAs and
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
Feature – Q & A with Tim Bello We’re excited to introduce our newest feature, Fusion Insights, that will be an interview with one of the foremost experts or leaders in the investment advisory industry on real-time, relevant topics. This month, we’re proud to feature Tim Bello, Managing Partner of Merchant Investment Management
CHICAGO, Jan. 19, 2021 /PRNewswire/ — The Salvino Wealth Management Team proudly announces the launch of Performance Wealth, a new independent Registered Investment Advisor. As a fully independent firm committed to excellence, Performance Wealth will be empowered to choose the technology, asset managers, and investment solutions that are best suited to each client’s needs. The
December 27, 2020 To our valued clients and partners, As we near the end of 2020, I cannot help but reflect on words my Phi Gamma Delta fraternity brothers and I learned many years ago from one of our alumni, the 30th President of the United States, Calvin Coolidge. Let’s
CARLSBAD, Calif., Dec. 10, 2020 /PRNewswire/ — The rapid evolution of the wealth management industry in the last few years has been driven by advances in technology. With that in mind, the founders of Fusion Financial Partners have launched FusionNetix™ (fusionnetix.com), a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting
Boston-based Mayflower Advisors spent 15 years affiliated with Wells Fargo. Ian Wenik 02 December 2020, 11:57 (article from CityWireUSA) A 35-person team formerly affiliated with Wells Fargo’s FiNet has exited the wirehouse to set up its own independent RIA. Boston-based Mayflower Advisors, which employs 16 advisors, plans to use Pershing as its primary custodian. The
In partnership with Mirador, we’ve launched a new technology called ScoreCard and expanded our team of bespoke tech experts in RIAs. Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador, LLC, a leading provider of bespoke portfolio-performance
