Tag: client portfolios

Zurich, Switzerland, Aug. 12, 2025 (GLOBE NEWSWIRE) -- FGLFIN Investments, a leader in cryptocurrency trading and asset management, has been named to the Global Top 10 Investment Firms list for 2025. The recognition follows a strong third quarter in which the company delivered exceptional results across client portfolios, increased assets under management, and expanded its global market presence.

SAN FRANCISCO, July 21, 2025 /PRNewswire/ -- IEQ Capital ("IEQ"), an independent advisory firm managing approximately $41.7 billion in regulatory assets under management (RAUM)* and...

Danville, California-based team brings $1.1 billion in assets to Steward Partners NEW YORK, July 1, 2025 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial...