Fusion Financial Partners Supports Launch of 71 West Capital
Fusion Financial Partners is pleased to have supported the launch of 71 West Capital Partners, an independent registered investment advisor providing highly customized private wealth management services to some of the most sophisticated ultra-high-net-worth individuals, families and foundations across the United States. With offices in Boston and Los Angeles, and custody, clearing and related services […]
Mike Papedis Speaks with Investment News on How Merrill’s Legal Loss Shifts the RIA Balance of Power
“This was a fear-based industry for decades and fear just lost in court.” Our CEO Mike Papedis recently spoke with InvestmentNews about how Merrill Lynch’s recent legal setback over the OpenArc breakways sets a new tone for advisors seeking to be independent. Read Mike’s full interview here.
Fusion Financial Partners Supports Launch Canterbury Capital
Fusion Financial Partners is pleased to have supported the launch of Canterbury Capital Wealth Management, an independent registered investment advisor (RIA), which will serve clients in all aspects of their financial lives, from investments and insurance to tax and estate planning, providing integrated advice coupled with execution. Please read their full press release here.