CLEARWATER, Florida — April 17, 2026
Executive Summary
Indivisible Partners has announced that Aligned Private Wealth has joined its expanding advisor network, marking a continued development...
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...
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...
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...
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...
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...