Oranj Adds Investment Reporting | Wealth Management

Christel Deskins

The “number-one requested feature” at Oranj is now available for advisors. The portfolio management software provider added Investment Reporting to its platform, according to an announcement.  While some firms have changed course or doubled down on certain in-demand features during the coronavirus pandemic, the reporting feature just launched by Oranj […]

Align Wealth Management Named Top Financial Advisor by The Oklahoman’s 2020 Readers’ Choice Awards

Christel Deskins

OKLAHOMA CITY, Oct. 7, 2020 /PRNewswire/ — Align Wealth Management, LLC has been named Winner of The Oklahoman’s 2020 Readers’ Choice Awards for Best Local Financial Advisor. The Readers’ Choice Awards celebrate and recognize the best businesses serving the Oklahoma community. With Align’s recognition, Brian Puckett, Align’s managing partner, said: “Our long […]

Connecticut Wealth Management Celebrates 10th Anniversary

Christel Deskins

FARMINGTON, Conn.–(BUSINESS WIRE)–Oct 1, 2020– Connecticut Wealth Management, LLC. (CTWM), a registered investment advisor committed to creating genuine partnerships with clients in order to provide unbiased financial planning and asset management is celebrating a milestone ten years in business this year. This press release features multimedia. View the full release […]

Ira Walker, UBS Private Wealth Management

Christel Deskins

Ira Walker, Managing Director, Senior Portfolio Manager, UBS UBS Ira Walker is a managing director and senior portfolio manager with Walker Wealth Management at UBS. The Red Bank, New Jersey-based team manages $1 billion in custodied assets. He was named both a Top Wealth Advisor and Best-In-State Wealth Advisor this […]

Amundi boss targets China’s wealth management boom

Christel Deskins

Yves Perrier, chief executive of Amundi, has predicted that China will become one of the €1.6tn French asset manager’s most important markets after it received regulatory permission to begin operating a wealth management joint venture with Bank of China. Policymakers in Beijing want to accelerate the development of China’s investment […]