Tony Winners Celia Keenan-Bolger and Laura Benanti to Host New 42’s Virtual Gala20200521105801

Tony Winners Celia Keenan-Bolger and Laura Benanti to Host New 42’s Virtual Gala

May 21, 2020
The evening will feature performances from Hamilton‘s Solea Pfeiffer and SIX‘s Adrianna Hicks plus appearances by John Lithgow and others....
Now Merchant Investment Management has Ed Friedman to add to Matt Brinker.20200517105722

Now Merchant Investment Management has Ed Friedman to add to Matt Brinker.

May 17, 2020
Ed Friedman is back in the recruiting game at RIA platform Summit Financial, after a former workmate from Dynasty Financial Partners made him an offer...
Marc Spilker adds Matt Brinker as partner – in what he calls a ‘very selective’ talent add to build platform-for-RIA platforms outside Wall Street20200122105630

Marc Spilker adds Matt Brinker as partner – in what he calls a ‘very selective’ talent add to build platform-for-RIA platforms outside Wall Street

January 22, 2020
Matthew Brinker is joining Merchant Investment Management — at a partner level — after pulling the parachute on his job ahead of Goldman S...
FS Investments to Acquire Chiron Investment Management20191217105535

FS Investments to Acquire Chiron Investment Management

December 17, 2019
FS Investments (“FS”), a leading alternative investment manager with more than $24 billion in assets under management, today announced it ...
AdvisorCloud 360 provides a collaborative and transparent working environment for compliance management and testing20191003105501

AdvisorCloud 360 provides a collaborative and transparent working environment for compliance management and testing

October 3, 2019
AdvisorAssist,  the industry leading regulatory compliance and business risk management consulting firm, announces the rollout of AdvisorCloud 360TM, ...
Merchant Investment Management Expands its Leadership Team: Amit Grover Joins as Chief Financial Officer of the Firm, Named to Board of Compass CFO Solutions20190625105428

Merchant Investment Management Expands its Leadership Team: Amit Grover Joins as Chief Financial Officer of the Firm, Named to Board of Compass CFO Solutions

June 25, 2019
Industry veteran Amit Grover will join the Merchant Investment Managemen private partnership as Chief Financial Officer. As CFO, Mr. Grover will overs...
Fidelity Announces New Relationship to Provide Wealth Management Firms Access to Capital for Acquisitions and Other Growth-Focused Initiatives20190610105320

Fidelity Announces New Relationship to Provide Wealth Management Firms Access to Capital for Acquisitions and Other Growth-Focused Initiatives

June 10, 2019
With the average transaction size in wealth management M&A increasing 30% in the past year, Fidelity Clearing & Custody Solutions will work wi...
Apollon Wealth Management, a Fast Growing RIA, Names Industry Vet Steven Mills as COO to Support Expansion20190531105250

Apollon Wealth Management, a Fast Growing RIA, Names Industry Vet Steven Mills as COO to Support Expansion

May 31, 2019
Apollon Wealth Management, a Registered Investment Advisor (RIA) based in Charleston, SC with offices in Charlotte, NC, Augusta, GA, Mt. Pleasant, SC,...
John Lithgow, Bill Irwin, Norm Lewis Will Honor Cora Cahan At New 42nd Street Gala20190430105118

John Lithgow, Bill Irwin, Norm Lewis Will Honor Cora Cahan At New 42nd Street Gala

April 30, 2019
The New 42nd Street Gala will celebrate the vision and legacy of Cora Cahan, founding President & CEO, as she steps down after 29 years of extraor...
Compass CFO Solutions Client Base Surpasses $20 Billion in AUM20190213105036

Compass CFO Solutions Client Base Surpasses $20 Billion in AUM

February 13, 2019
Compass CFO Solutions, LLC, the wealth management industry’s leading provider of outsourced CFO and accounting solutions, announced today that t...