Search Results for: Investment Advisory

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
by PR Newswire0
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
FinoFy Introduces New Investment Advisory Services; Adds Customization To Malaysia’s Investments
Fintech Investment Services News

FinoFy Introduces New Investment Advisory Services; Adds Customization To Malaysia’s Investments

Fintech News Desk
by Fintech News Desk0
FinoFy Technologies Pvt. Ltd., is a new age investment advisory platform, announced a sweeping global expansion of its operations in Malaysia to deliver customized investing intellect to investors. Latest Fintech Insights: AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries A comprehensive range of investment advisory solutions......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management
Investments News

Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., has completed its previously announced acquisition of the investment advisory business and certain other assets of small-cap growth specialist Tygh Capital Management (TCM). “I’d like to welcome the entire TCM team to Voya” Founded in 2004 in Portland, Oregon, TCM......
Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management
Fintech News

Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0
Transaction represents Voya’s commitment to delivering alpha to clients and continued investment in its equity capabilities Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced that it has signed a definitive agreement to acquire the investment advisory business and certain other assets of......
Betterment Acquires Wealthsimple's US Investment Advisory Book of Business
Finance Fintech Investments News

Betterment Acquires Wealthsimple’s US Investment Advisory Book of Business

Fintech News Desk
by Fintech News Desk0
Through this strategic acquisition, Betterment grows their customer base and continues to accelerate growth Betterment, a leading online financial services company, announced that it has acquired Wealthsimple’s U.S. book of business. In the coming months, Wealthsimple will transfer all of their existing U.S.-based customers to Betterment, and will no longer support......
RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
by PR Newswire0
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand
Banking Investment Services News

BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand

Business Wire
by Business Wire0
BTIG announced that John Bertrand has joined the firm as a Managing Director within Investment Banking’s Debt Capital Advisory Group. Based in the New York office, Mr. Bertrand will support the firm’s efforts to originate, structure, and execute debt financing for corporate issuers and financials sponsors. Latest Fintech Interview: Global......
Clear Street to Launch Investment Banking Business, Strategic Advisory Services
Banking News

Clear Street to Launch Investment Banking Business, Strategic Advisory Services

Business Wire
by Business Wire0
Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area Clear Street, a New York-based independent prime broker, announced that it has hired a team of experienced investment bankers who will build an investment banking and advisory offering. Upon regulatory approval, the......
B2B Markets News Technology

Pow.re Announces Successful Closing Of US$9.2 Million Series A, US$18 Million Strategic Partnership and Investment in Paraguay, and Advisory Board Appointments

Fintech News Desk
by Fintech News Desk0
Pow.re Holdings Limited , a high-density computing (“HDC”) proof-of-work digital mining and fintech enterprise, has closed a US$9.2 million Series-A funding round at a US$150 million post-money valuation. Haru United Pte Ltd. (“Haru”) – a holding company of asset management platform, haruinvest.com – led the round joined by Trinito Corporation, RFD Capital Pte......
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