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
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
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
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
The signals sometimes seem conflicting. The advisor population is aging, with little new blood to replace it—the average advisor is in their mid-50s, and industry conferences are dominated by grey-haired professionals. It seems like, at least on paper, it would be a buyer’s market out there, favoring advisors who are looking to acquire or merge
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
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
SAN DIEGO, Oct. 6, 2020 /PRNewswire/ — Fusion Financial Partners, the premier consulting firm specialized in the area of transformative business consulting for RIAs, today announces the hire of John DiBenedetto as Managing Director, Strategic Partnerships. With more than 25 years of industry experience, Mr. DiBenedetto will broaden Fusion Financial Partner’s institutional consulting services by overseeing the firm’s
The RIA consultancy has hired Barret Frost, who was formerly a vice president of Fidelity’s custody business and a recruiter at LPL Ian Wenik 15 November 2019, 13:28 (Published on CityWireUSA) RIA consultancy Fusion Financial Partners has made a key hire from Fidelity’s custody business. The Carlsbad, Calif.-based firm has hired Barret Frost to serve
