Investment Advisory

Oregen Energy Hires Former Impact Oil & Gas Executive to Advise on Namibia Offshore Block

Oregen Energy Hires Former Impact Oil & Gas Executive to Advise on Namibia Offshore Block

Oregen Energy Corp. appoints Philip Birch as strategic advisor to evaluate a potential investment in Namibia's offshore Block 2812Ab, adjacent to the major Venus discovery, leveraging his expertise in the region's petroleum systems.

May 11, 2026
RIA West Investment Forum to Drive Innovation and Job Growth in Financial Advisory Sector

RIA West Investment Forum to Drive Innovation and Job Growth in Financial Advisory Sector

CEO Kevin Pellegrini will address job creation and innovation opportunities at the RIA West Investment Forum, highlighting how collaborative discussions among registered investment advisors can enhance client service and economic growth.

September 8, 2025
GDS Wealth Management Recognized on Inc. 5000 List for Second Year

GDS Wealth Management Recognized on Inc. 5000 List for Second Year

GDS Wealth Management's consecutive inclusion on the Inc. 5000 list highlights its growth and commitment to client success in the financial advisory sector.

August 15, 2025
Mariner Strengthens Independent Advisor Platform with New Leadership Amid Growing Demand

Mariner Strengthens Independent Advisor Platform with New Leadership Amid Growing Demand

Mariner enhances its Mariner Independent platform with new leadership appointments to meet the increasing demand for flexible advisor affiliation models and long-term monetization pathways, signaling a robust growth phase for the firm.

June 17, 2025
XYPN Launches 2025 AdviceTech Competition to Spotlight Financial Planning Innovation

XYPN Launches 2025 AdviceTech Competition to Spotlight Financial Planning Innovation

The eleventh annual XYPN LIVE conference is seeking innovative financial technology platforms that can help advisors deliver more efficient and impactful services. The competition offers significant exposure and awards for emerging advicetech solutions.

May 13, 2025