Search Results for: investment planning

Resonate Accelerates Expansion Plans with ZMC Investment
Investments News

Resonate Accelerates Expansion Plans with ZMC Investment

Fintech News Desk
by Fintech News Desk0
Strategic Investment from ZMC Will Accelerate Resonate Growth in Product Offerings and Customer Acquisition Resonate the leading provider of A.I.-powered consumer data and intelligence, announced that affiliates of private equity firm ZMC have invested in the Company to help accelerate its growth and expand key technology and product offerings. Founded......
Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC
Banking Investment Services News

Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC

Fintech News Desk
by Fintech News Desk0
Red Mountain Capital Partners LLC announced the launch of Red Mountain Capital Advisors LLC (“RMCA”) and Red Mountain Securities LLC (“RMS”), an investment banking platform focused exclusively on providing advisory services for middle market public and private companies and their owners. RMCA and RMS represent the evolution of Red Mountain......
Investment Banking Professional Todd McMahon Joins Griffin Financial Group
Banking Investment Services News

Investment Banking Professional Todd McMahon Joins Griffin Financial Group

Fintech News Desk
by Fintech News Desk0
Griffin Financial Group, a lower middle-market investment bank, announced that Todd McMahon has joined the firm. He, along with Sophea Chau who joined last week, will establish a Boston office. Latest Fintech News: Nickel Digital Arbitrage Fund Cuts Crypto Volatility by More Than 20X “We are pleased to welcome Todd to the Griffin team,” said Matt......
Macquarie Asset Management’s Green Investment Group Completes Investment in Galehead Development
Investment Services News

Macquarie Asset Management’s Green Investment Group Completes Investment in Galehead Development

Fintech News Desk
by Fintech News Desk0
Macquarie Asset Management’s Green Investment Group (GIG) and Galehead Development (Galehead) announced the close of an investment by GIG in Galehead, a leading US-based renewable energy development platform and trusted partner to global utilities, independent power producers and large US corporates for planning, managing and delivering renewable energy projects. Latest......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
On Tap Credit Union Rebrands Investment Department to Attract New Members
Investment Services News

On Tap Credit Union Rebrands Investment Department to Attract New Members

Fintech News Desk
by Fintech News Desk0
Investment is more than focusing on retirement options On Tap Credit Union isn’t your average bank or credit union, founded in 1954 in Golden Colorado, we provide financial advice in a friendly environment making it easier to help our members craft financial solutions with their goals in mind. As members......
Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
by Fintech News Desk0
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
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......
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