CAPTRUST Financial Advisors has acquired Welch Hornsby with $1.75 billion in AUM. AdvisorTouch integrated its custom workflow templates and system into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices owned and operated by Shelby McGinley in Hagerstown, Md., and Liza Campa-Flanagan in Belleair Bluffs. TradePMR rolls out refined trading tools on top-ranked custodial platform Fusion. BlackRock aims to become the risk and valuation backbone of the asset management and banking industries. HiddenLevers drops fees for new users. Pascal Financial announced the appointment of Howard Atkinson as Chief Strategic Advisor.
CAPTRUST Financial Advisors announced the addition of Montgomery, AL-based Welch Hornsby, Inc. Founded in 1988, Welch Hornsby offers investment advisory services focused on the needs of high-net-worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional clients. The firm has clients in more than 15 states.
Find details here.
AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM. The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships and grow their businesses.
Find details here.
TradePMR a technology and custodial services provider that works exclusively with Registered Investment Advisors, has announced multiple trading updates to its top-ranked custodial platform, Fusion. Enhancements include sleeve trading capabilities for model strategies and portfolio options hedging for advisors looking to generate more yield through options strategies. The firm has also integrated with Flyer Trading Network, Flyer’s advanced, multi-asset network, to streamline trading.
Find details here.
With markets teetering across the globe, firms are turning more to software providers to help mitigate the damage. BlackRock’s proprietary software has become – perhaps – indispensible to many. Asset, Liability, Debt and Derivative Investment Network, or Aladdin, is the asset manager’s proprietary risk management system analysing over $18trn, or around six percent of global assets, according to Institutional Investor and Financial News. BlackRock’s empire is still expanding and stands to become the risk and valuation backbone of the asset management and banking industries.
Find details here.
Sanctuary Wealth, home to the next generation of elite financial advisors, proudly welcomes Conversant Wealth Management, based in Danville, California to its growing network of advisory firms. Currently, the Sanctuary Wealth network covers 12 states and includes more than 33 partner firms with over $9.0 billion in assets under advisement.
Find details here.
All Seasons Wealth, a Tampa-based wealth management firm, has acquired personal finance practices owned and operated by Shelby McGinley in Hagerstown, Md., and closer to home, Liza Campa-Flanagan in Belleair Bluffs.
Find details here.
Risk analysis and scenario measurement tool HiddenLevers is announcing a free 30-day trial for new users, following a special “War Room” scenario analysis call on Thursday evening. On a day when the Dow Jones Industrial Average had its worst trading session since 1987, the HiddenLevers’ founders decided to make its tool available to the larger advisor community.
Find details here.
Pascal Financial, an emerging wealthtech leader launching the only fully integrated, AI-powered digital investment platform in Canada, has announced the appointment of investment industry leader Howard Atkinson as Chief Strategic Advisor.
Find details here.
