Harbor Investment Advisory, a Chicago-headquartered legal sector consulting firm, has been making significant moves in the financial services industry in recent months. The firm has been expanding its reach and enhancing its offerings through strategic acquisitions and new launches.
C8 Technologies, a leading European fintech firm and alternatives asset manager, is excited to announce the launch of Viking Harbor Investment Solutions. This move marks a significant step forward in the firm's growth strategy and aims to enhance its offering to advisers and clients.
In a recent development, Harbor, a Chicago-headquartered legal sector consulting firm, has acquired the legal management consulting practice of Stout, a billion-dollar firm. This acquisition is expected to further strengthen Harbor's position in the market and expand its service offerings.
Burnham Harbor Private Wealth has also been making waves in the industry. The firm recently announced its official launch as an independent Registered Investment Advisor, signaling a new chapter in its growth and expansion.
The financial advisory division of World Insurance Associates has undergone a rebranding and expansion in Massachusetts. The division, now part of the World (formerly Pensionmark) network, has significantly increased its presence and offerings in the region.
Virtus Investment Partners, Inc. (NASDAQ: VRTS), a multi-boutique asset management business, recently announced a strategic move in the market. The firm continues to solidify its position as a key player in the industry.
In a recent case, the Securities and Exchange Commission accused N. Gary Price, a resident of Gig Harbor, Wash., of failing to disclose crucial information to his investors. This incident serves as a reminder of the importance of transparency and compliance in the financial services sector.
Nordea Investment Management AB recently made changes to its investment portfolio. The firm lessened its position in shares of Coterra Energy Inc. (NYSE: CTRA), reflecting a strategic shift in its investment strategy.
Harbor Capital Advisors, Inc. has welcomed Dale Korman, CFP, CIMA, as Senior Vice President, Regional Investment Consultant. Korman's expertise and experience will further strengthen the firm's advisory capabilities.
