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San Jose, California-based Hansen Wealth Management has joined independent advisor and brokerage KMS Financial Services' broker-dealer and RIA platforms. Hansen, with $330 million in total assets, services mass affluent and high-net-worth individuals and families through fee-based and traditional brokerage models. The firm is run by Blair Hansen, along with his sons Mark and Eric. ...
Chilton Trust Company Partners With InvestCloud
The Chilton Trust Company chose InvestCloud, a financial technology firm, to build its digital wealth management platform. The wealth manager previously used InvestCloud's solutions and decided to hire it build a custom experience accessible to advisors and clients across different devices, including mobile phones. ...
Blue Duck Launches New Advisor Portal
Atlanta-based RIA Blue Duck Wealth Management has launched a new advisor portal focused on training, mentoring and collaboration. The portal will provide education for financial advisors that part of Blue Duck's team on investing, retirement and financial planning, as well as personalized training, mentorship, marketing strategies, lead generation tools and access to supported vendors. ... |
