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April 30, 2025

EP Wealth Partners with NBS Financial, Expands Westlake Village Presence

EP Wealth Advisors, a leading fee-only registered investment adviser (RIA), has formed a strategic partnership with NBS Financial Services, a Conejo Valley-based firm with a legacy of more than 40 years. The partnership enhances EP Wealth’s presence in Westlake Village, California, and adds over $230 million in assets under management (AUM) to its portfolio. This move supports EP Wealth’s broader mission of delivering client-first, community-rooted financial planning services nationwide.

EP Wealth Partners with NBS Financial, Expands Westlake Village Presence
April 30, 2025

Snap Finance Wins Stevie Award for Corporate Social Responsibility

Snap Finance LLC has earned a Bronze Stevie® Award in the “Achievement in Corporate Social Responsibility” category at the 23rd Annual American Business Awards®. This recognition honors the company’s outstanding commitment to community empowerment through its Snap Cares initiative an ambitious corporate social responsibility (CSR) program focused on long-term impact.

Snap Finance Wins Stevie Award for Corporate Social Responsibility
April 30, 2025

Ov Finance Launches Intelligent Investment & Lending Tools

Ov Finance has unveiled a significant upgrade to its financial technology platform, introducing intelligent investment tools and integrated digital lending capabilities. This update represents a strategic move to empower digital-native users with smarter, faster, and more personalized financial decision-making tools.

Ov Finance Launches Intelligent Investment & Lending Tools
April 30, 2025

Merit Financial Advisors Acquires Safeguard Wealth Management

Merit Financial Advisors, a Georgia-based financial advisory firm, has announced the acquisition of Safeguard Wealth Management. This strategic move enhances Merit’s digital marketing capabilities, particularly through Safeguard’s successful YouTube platform, and adds $597 million in assets to Merit’s portfolio.

Merit Financial Advisors Acquires Safeguard Wealth Management

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