United States
As tech millionaires multiply, wealth advisers struggle to connect
When the nine-person startup he co-founded was bought by Facebook for a reported $15 million in January, Cemre Gungor, 27, was inundated with phone calls and emails from wealth advisers. Yet he spurned them all, opting instead to open an account with Betterment, an online financial adviser launched in 2010 that automatically invests in a portfolio of exchange traded funds based mainly on a client's age.
ACG Orange County Recognizes Top OC Companies at 19th Annual Awards Gala
The Association for Corporate Growth Orange County chapter ("ACG-OC") bestowed coveted awards celebrating growth, innovation and corporate responsibility to Orange County's finest companies Thursday night at the sold out Annual Awards Gala held at the Island Hotel.
Investment service FutureAdvisor raises $15.5 million to fund its growth
FutureAdvisor, a San Francisco-based investment advisory service geared toward investors with between $100,000 and $1 million to invest, said it raised $15.5 million in funding to build its business.
Leading Boutique Investment Bank Marlin & Associates Names Jason Panzer as Chief Operating Officer
Marlin & Associates Securities LLC (M&A), the boutique investment banking and strategic advisory firm, announced that, effective today, Jason Panzer has been named to the newly created position of Chief Operating Officer.