Bringing you live news and features since 2006 

Strategic Wealth Partners completes merger

RELATED TOPICS​

Strategic Wealth Partners (SWP) has added two seasoned advisors, Sidney Blum and Nancy Tani, who serve clients primarily in the Chicago North Shore and Las Vegas areas.

Blum and Tani will continue to work with their clients as they transition to Strategic Wealth Partners.
 
“I am truly excited about the team approach embedded in the SWP culture, as well as the team’s hands on service culture,” says Blum. “Joining SWP will significantly help expand our service offering and capabilities to our existing clients.”
 
“We are privileged to be able to serve Sid’s and Nancy’s clients and look forward to continuing the strong tradition of fiduciary service they currently receive,” says David Copeland (pictured), Principal of Strategic Wealth Partners. “As we continue to implement our growth strategy, additions such as this are important for us. Our partnership with Focus Financial Partners has proved invaluable in the transition process.”
 
In 2014, Strategic Wealth Partners joined Focus Financial Partners (Focus), the leading partnership of independent wealth management firms. Focus provides strategic support to help its partner firms achieve objectives –including to support growth initiatives and ensure a strong succession plan.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by