Human Interest tacked on another $55 million to its Series C. Envestnet | MoneyGuide and MaxMyInterest announced an integration. Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM San Diego firm. Lane Brothers & Co. announced its decision to join the Carson Partners network. Wealthfront has expanded the functionality of its Autopilot automation tool. Desireé Sii Named President, CEO of SagePoint Financial. Investment firm Arnerich Massena announced Reegan Rae has been named co-Chief Executive Officer. Foreside announced that it has launched Connect+™.
Human Interest, a 401(k) provider for small and medium-sized businesses (SMBs), announced Thursday that it has tacked on another $55 million to its Series C.
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Envestnet | MoneyGuide and MaxMyInterest announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution to help them earn higher yield on their cash.
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Brown Wealth Management’s acquisition of Truuwater Financial forms a $1.2 billion in AUM San Diego firm.
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Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network.
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The US-based digital wealth manager Wealthfront has expanded the functionality of its Autopilot automation tool.
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Desireé Sii Named President, CEO of SagePoint Financial.
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Investment firm Arnerich Massena announced Reegan Rae has been named co-Chief Executive Officer. Rae, who has been with the firm for nearly a decade and most recently led its Wealth Management division, will serve in this role alongside co-CEO Bryan Shipley.
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Foreside, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced that it has launched Connect+™, a newly redesigned and upgraded version of its client portal.
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