Bloomington, Ill.-based VisionPoint Eye Center has agreed to pay $750,000 to settle a class-action lawsuit related to a 2024 data breach, according to a Dec. 26 report from The HIPAA Journal. In ...
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Holmes Murphy Financial Services has changed its name to VisionPoint. The company said that the name change reflects the firm’s strategic alliances with companies such as Holmes Murphy & Associates ...
VisionPoint Advisory Group and Navitas Wealth Advisors have merged to create Balefire, an SEC registered investment adviser, with more than 60 financial professionals and almost $4 billion in assets.
VisionPoint Advisory Group and Navitas Wealth Advisors have merged, forming its new entity, Balefire, with combined assets under management totaling $3.7 billion as of January 2025. The new company ...
North Texas is a big place, with plenty to do, see, hear, and watch. We scour the internet every week to find events and activities for you. As always, things may change at any time, so be sure to ...
DALLAS, TX, UNITED STATES, May 6, 2025 /EINPresswire.com/ -- Legacy teams from VisionPoint Advisory Group and Navitas Wealth Advisors unite around a bold, vision ...
The new firm aims to grow AUM to $42bn in ten years through mergers, acquisitions and organic growth. Credit: Chay_Tee/Shutterstock. VisionPoint Advisory Group has merged with Navitas Wealth Advisors ...
DALLAS--(BUSINESS WIRE)--VisionPoint Advisory Group and Navitas Wealth Advisors have merged to form Balefire, an SEC Registered Investment Adviser and comprehensive wealth management firm designed to ...
Two registered investment advisors have merged to create a $3.7 billion advisory called Balefire, offering wealth management, tax planning, and retirement plan advice for businesses. VisionPoint ...
Legacy teams from VisionPoint Advisory Group and Navitas Wealth Advisors unite around a bold, vision-driven platform to create enduring wealth, sustained business continuity, and family legacies – ...
A new name entered the registered investment advisor ecosystem this week as two legacy teams merged, managing a combined $3.7 billion in client assets as of January 1, 2025. Launching with a vision to ...