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6 results for “wealth advisor”
Cetera Welcomes Former Commonwealth Advisor Kim Hellerman-Hersman and Her Team Overseeing Approximately $175 Million in AUA
Cetera Financial Group announced the acquisition of Harbor Financial Advisors, a family-run practice led by Kim Hellerman-Hersman overseeing approximately $175 million in assets under advisement (AUA), citing boutique service alignment and professional reconnection as key drivers.
Aug 18, 2026
Ex-Nubank CTO raises $85m for AI-native wealth advisory platform
A former Nubank CTO and Hyperplane founder secured $85M in funding for a new AI-native wealth advisory platform, signaling investor confidence in AI-driven financial advice infrastructure.
Aug 6, 2026
Sold stock, how to best use it?
A Reddit user sold company stock for $200K, paid off car debt, contributed to retirement, and seeks advice on growing the remaining $171K to buy a house within a few years.
Jul 24, 2026
Standard Chartered integrates BlackRock's Aladdin into wealth platform
Standard Chartered has integrated BlackRock’s Aladdin Wealth platform into its myWealth Advisor system to enhance advisory and risk management tools for relationship managers.
Jul 13, 2026
Choreo Promotes Ray Morrill to Chief Wealth Officer Role
Choreo, a financial services firm, promoted Ray Morrill to Chief Wealth Officer to oversee advisor development, client experience, and the evolution of its integrated wealth platform.
Jul 10, 2026
SDR Ventures Advises Elk River Wealth Management on Partnership with AlphaCore Wealth Advisory
A financial services advisory firm announced a partnership between two wealth management firms, with no AI or technology product, deployment, or technical detail disclosed.
Jul 9, 2026