Tag: Financial Planning

Announcements

Threadline Wealth Launches as Independent RIA Following Moss Adams Wealth Advisors Transition to Deliver Integrated Wealth, Tax, and Investment Advisory Services

SEATTLE — March 23, 2026 Executive Summary Moss Adams Wealth Advisors (MAWA) has formally transitioned to an independent firm and rebranded as Threadline Wealth, marking a...
Announcements

Seven Bridges Wealth Advisors Launches as Advisor-Owned Independent Firm to Expand Full-Service Wealth Management Platform

WHITE PLAINS, New York, February 24, 2026 Executive Summary Seven Bridges Wealth Advisors has formally launched as a full-service independent wealth management firm, transitioning from its...
Announcements

Finseca & IAQFP Announce Unification to Strengthen Financial Planning Standards

WASHINGTON — February 4, 2026 Executive Summary Finseca and the International Association of Qualified Financial Planners (IAQFP) have announced a unification through merger aimed at strengthening...
Announcements

Crown Wealth Strategies Launches Crown Align™ to Deliver Integrated Planning for Affluent Clients

EL PASO, Texas — February 1, 2026 Executive Summary Crown Wealth Strategies has announced the launch of Crown Align™, a flagship concierge advisory platform designed to...
Fintech News

Vena Named Challenger in 2025 Gartner Magic Quadrant for FP&A Software

Why Vena’s Challenger Position in the 2025 Gartner Magic Quadrant Matters for Finance and FP&A Leaders Toronto, Canada — Vena, a planning and analysis platform...

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