Soltis Investment Advisors Strengthens In-House Tax Capabilities with Addition of GDM Private Financial Solutions
Partnership expands Soltis’ accounting and tax capabilities for both clients and firms seeking broader solutions. ST. GEORGE, Utah--(BUSINESS WIRE)--Soltis Investment Advisors, LLC (“Soltis”), a Registered Investment Adviser (“RIA”) with approximately $13 billion of client assets, announced today the addition of GDM Private Financial Solutions, LLC led by Alan Dance. The addition enables Soltis [...]
InvestorCOM Wins 2026 FinTech Breakthrough RegTech Innovation Award for Second Consecutive Year
Toronto, March 19, 2026 – InvestorCOM, a leading provider of compliance technology for the wealth and retirement industry, has once again been recognized as a winner in the 2026 FinTech Breakthrough Awards, earning the prestigious “RegTech Innovation Award” for the second consecutive year, and the fourth time in five years. This back-to-back recognition [...]
Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities
NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI Wealth Manager – an advanced portfolio management technology platform for public and private asset analytics, tax aware optimization, and modern proposal generation capabilities – into [...]
Flagstone’s first Cash ISA
24 February 2026 Flagstone, the UK’s largest savings platform* managing over £19 billion of UK savers’ cash, has launched the Flagstone Cash ISA - a single tax-wrapper within which a saver can open and maintain multiple tax-free accounts in one ISA wrapper. The Flagstone Cash ISA offers a hassle-free, [...]
Estancia Capital Partners Announces Sale of North Square Investments, LLC to Azimut
January 12, 2026 -- Estancia Capital Partners closes successful sale of North Square Investments, LLC to Azimut. Please see Azimut's shareholder release on January 11, 2026, specifically the section Global expansion and growth through M&A on page 1 of Azimut's press release, linked here, and the original July 22, 2025 transaction announcement linked [...]
Flagstone appoints fintech operations specialist Arman Tahmassebi as new CEO
12 January 2026 Arman Tahmassebi, a seasoned operations leader with more than 25 years’ fintech experience, has been appointed Chief Executive Officer (CEO) of Flagstone, the UK’s largest savings platform* with almost £19 billion assets under administration. Arman succeeds Simon Merchant, Co-Founder of Flagstone, who has decided to step [...]