The Innovative CPA Group, a Shelton, Conn.-based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and ...
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Bordeaux Wealth Advisors, a $5.6 billion AUM RIA in Menlo Park, Calif., has merged with Focus Partners Wealth, one of Focus Financial Partners’ hub firms, ...
Nasdaq TradeTalks explores how innovation is redefining financial protection across industries and Brian Francetich, President & Partner of Golsan ...
In my years traveling the country to work on M&A transactions in the wealth management space, two things have remained reliably consistent: First, every ...
Welcome to the May 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and ...
