Latest News and Press Releases
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Raleigh, NC, May 19, 2025 (GLOBE NEWSWIRE) -- RegEd, the leading provider of compliance and credentialing solutions for the financial services industry, has announced the launch of the RIA...
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Oyster Solutions compliance management software for wealth management firms significantly advances its versatile platform
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DiCello Levitt is investigating whether large financial institutions and their investment adviser affiliates violated their fiduciary duties.
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Oyster Consulting, a top-tier consulting firm to the wealth management industry is celebrating its 15th Anniversary.
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RICHMOND, Va., Aug. 17, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting, a financial services consulting firm providing consulting, outsourcing and software services, announced today that John Ivan has...
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NEW YORK, May 12, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won the 2023 Family Wealth Report...
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NEW YORK, Feb. 13, 2023 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm won two Private Asset Management...
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NEW YORK, Jan. 23, 2023 (GLOBE NEWSWIRE) -- TAG Associates, a $9 billion multi-family office and portfolio management services firm, today announced that the firm is opening an office in South...
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RICHMOND, Va., April 26, 2022 (GLOBE NEWSWIRE) -- Oyster Consulting, a financial services consulting firm providing consulting, outsourcing and software services, announced today that Jose Fernandez...
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NEW YORK, Jan. 25, 2022 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was nominated for two Family...