Andrew Foerch is a reporter for Citywire, covering news and developments in the financial industry. With a focus on wealth management, investment firms, and fintech, Andrew provides insightful analysis and reporting on topics such as mergers and acquisitions, regulatory compliance, market trends, and investment strategies.
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Andrew’s coverage primarily focuses on the financial services industry, with an emphasis on private sector announcements and press releases. He frequently covers topics related to wealth management, investment, RIA (Registered Investment Advisor), and mergers & acquisitions.
Given this focus, Andrew would likely be interested in pitches that provide insights into trends within the financial services industry. Pitches offering perspectives from professionals involved in wealth management, investment strategies or those familiar with regulatory changes within these sectors could be well received.
As he often features private sector announcements and press releases in his articles, it is important for pitches to offer exclusive insights or data that can add depth to a story rather than simply reiterating public information.
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Nathan Adams has sued LPL Financial, Citizens Bank & Trust and LPL senior VP Eric Greenhow in Circuit Court in Polk County, Fla.
Kimberly Clouse, who formerly ran a Boston-area practice in affiliation with Mariner's platform services business, has joined $6bn Altium Wealth Management.
Kimberly Clouse, who formerly ran a Boston-area practice in affiliation with Mariner's platform services business, has joined $6bn Altium Wealth Management.
LPL Financial is trying to combine three separate lawsuits that largely allege the same thing: that its cash management programs constitute a breach of fiduciary duty.
Sports analyst Benjamin Alamar spoke at Citywire’s Due Diligence retreat on Thursday about how using hard data in concert with ‘field knowledge’ can help managers make investment decisions that ‘boom,’ not ‘bust.’
By: Andrew Foerch
For his second act as an RIA entrepreneur, Krambeer has designed Validus Capital to specialize in white-glove, multi-generational services for the ultra-rich.
Jessica Malkin, the $62bn RIA’s chief marketing officer since 2021, has taken another seat in the C-suite.
Jorge Bernal has joined the private equity-backed RIA as its chief operating officer.
Merchant has made a minority investment into SPM Financial and hired Todd Fithian to spearhead an expansion into the Canadian financial services market.
Julie and Jason Hetland, along with advisor Molly Murphy, have formed Financial Planning Navigators in Maple Grove, Minn.
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