Tag: Advisor Independence

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Sanctuary Wealth Welcomes Valen Private Capital as New Partner Firm to Expand Ultra-High-Net-Worth Wealth Management and Family Advisory Services

MIAMI — June 5, 2026 Executive Summary Sanctuary Wealth has welcomed Valen Private Capital, LLC as its newest Partner Firm, bringing aboard veteran wealth advisor John...

Meyers Wealth Management Group Launches Independent Firm With Osaic to Transition $285 Million in Client Assets

SCOTTSDALE, Arizona — February 4, 2026 Meyers Wealth Management Group has launched as a new independent advisory firm affiliated with Osaic, Inc., marking the formal...
Trusted by Fintech Companies Worldwide [Volume Pricing as low as $69 per Publication] Submit Your Press Release
Trusted by Fintech Companies Worldwide [Volume Pricing as low as $69 per Publication] Submit Your Press Release

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Expensify Launches Corporate Card in Europe for Businesses Across the UK and EU

SAN FRANCISCO — July 20, 2026 Executive Summary Expensify, Inc. (Nasdaq:...
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Procurify Launches Agentic Procurement Platform That Acts on Your Own Spend Data

VANCOUVER, British Columbia — July 20, 2026 Executive Summary Procurify has...
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Breakwater Capital Markets and Aaru Launch Conviction Advantage AI-Powered Capital Markets Intelligence Platform

WASHINGTON — Jul 17, 2026 Executive Summary Breakwater Capital Markets and...
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Teamsters Introduce HomeAhead to Make Homeownership More Affordable

WASHINGTON — July 17, 2026 Executive Summary The International Brotherhood of...
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Nymeo Federal Credit Union Partners with NAWBO Greater DC to Expand Financial Education, Business Resources, and Banking Solutions for Women Business Owners

FREDERICK, Maryland — July 16, 2026 Executive Summary Nymeo Federal Credit...
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