Search Results for: financial success

LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Major Financial Institutions Back Specialist Investor, Illuminate Financial, in New $235 Million Venture Fund
Investment Services News

Major Financial Institutions Back Specialist Investor, Illuminate Financial, in New $235 Million Venture Fund

PR Newswire
by PR Newswire0
BNY Mellon, Euroclear join existing strategic investors J.P Morgan, S&P Global, Jefferies, Deutsche Börse Group, Barclays, Citi and SGX in the final close of Illuminate’s third fund Illuminate Financial, a financial services-focused venture firm, has closed its third fund, a $235 million fund to invest in early-stage businesses solving problems for financial......
Arteria AI Appoints New Chief Financial Officer and Global Head of Professional Services
Fintech News

Arteria AI Appoints New Chief Financial Officer and Global Head of Professional Services

Business Wire
by Business Wire0
AI-enabled documentation company internally promotes leaders to support continued growth Arteria AI, an award-winning global leader in enterprise digital documentation infrastructure, announced two recent internal placements: John Wallace as the company’s new Chief Financial Officer and Bailey Dougherty as its new Global Head of Professional Services. Latest Fintech Interview: Global......
Lenders Cooperative Grows Executive Team With Additions of New Head of Client Success, Managing Director
Banking News

Lenders Cooperative Grows Executive Team With Additions of New Head of Client Success, Managing Director

Business Wire
by Business Wire0
Lenders Cooperative, a client-owned cooperative that represents a community of forward-thinking banking institutions, announced that it is growing its executive team with the addition of two new hires: Liz Flowers as the company’s new Head of Client Success, and Phil Maurer as Managing Director. Latest Fintech Interview: Global Fintech Interview......
Moniepoint Empowers Nigeria's Underbanked Businesses With Financial Services Enabled by Google Cloud
Banking News

Moniepoint Empowers Nigeria’s Underbanked Businesses With Financial Services Enabled by Google Cloud

PR Newswire
by PR Newswire0
By leveraging Google Cloud’s scalable infrastructure, Moniepoint is able to process USD 14 Billion worth of financial transactions on a monthly basis, providing secure and low latency banking services to Nigeria’s small and medium sized businesses in remote areas and communities Google Cloud announced a new collaboration with Moniepoint, an Africa-focused business banking platform that provides......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities
Fintech News

Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities

Business Wire
by Business Wire0
Massey Henry, one of North America’s leading executive search firms focused on financial services, announced the appointment of a new partner, Charlotte Berry. Also Read: Global Fintech Interview with JB Orecchia, President and CEO of SavvyMoney “Charlotte’s addition to the firm is reflective of our significant growth, as well as the......
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