Search Results for: Wealth Advisory

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
by Fintech News Desk0
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
The Strawhecker Group Expands Global Payments Expertise with Pan-European Fintech & Payments Advisory Network
Fintech News

The Strawhecker Group Expands Global Payments Expertise with Pan-European Fintech & Payments Advisory Network

Fintech News Desk
by Fintech News Desk0
This strategic alliance combines global footprint and industry analytics to provide the payments industry with best-in-class solutions The Strawhecker Group (TSG), a globally recognized analytics, intelligence, and consulting firm in the payments industry, has today formed a strategic alliance with Pan-European Fintech & Payments Advisory Network (TFPA), a network of senior......
Glassbeam Strengthens Executive Team Naming Howard Sams to Strategic Advisory Board and Jay Soni as Chief Financial Officer
Finance News

Glassbeam Strengthens Executive Team Naming Howard Sams to Strategic Advisory Board and Jay Soni as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Both Howard and Jay bring tremendous expertise in the healthcare industry field to benefit Glassbeam in future growth strategies Glassbeam Inc., a pioneer in data and predictive analytics for connected medical machines, announced the addition of key members to their Strategic Advisory Board and executive team. Latest Fintech News: True Wealth......
SRM Evolves Offerings and Approach with Its Digital Assets Advisory
Digital Payments News

SRM Evolves Offerings and Approach with Its Digital Assets Advisory

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across the U.S. and Europe, announced its Cryptocurrency Advisory Services offering has evolved and will feature a new name – Digital Assets Advisory Services. SRM has worked tirelessly over the last 18 months to provide education on digital assets......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
RFG Advisory Enters into Collaboration with CreoValo, the Industry's First Outsourced Investment Bank Referral Service
Banking News

RFG Advisory Enters into Collaboration with CreoValo, the Industry’s First Outsourced Investment Bank Referral Service

Fintech News Desk
by Fintech News Desk0
CreoValo’s proprietary database of 6,000 investment banks will help RFG advisors identify investment bankers who can best serve the needs of their clients. RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, has entered into a collaboration with CreoValo, the industry’s first outsourced investment bank referral service for......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
Facet Wealth Appoints Tom Graff as Head of Investments
Investments News

Facet Wealth Appoints Tom Graff as Head of Investments

Fintech News Desk
by Fintech News Desk0
Graff’s more than two decades managing fixed income portfolios will serve as an asset to Facet’s clients Facet Wealth, a fintech company offering unbiased, personalized advice that integrates into every facet of life at an affordable flat fee, today announced that it has appointed macroeconomics and market expert Tom Graff, CFA,......
Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
by Fintech News Desk0
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
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