Search Results for: Wealth Advisory

LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
Sikich Investment Banking Serves as Exclusive Sell-Side Adviser to Screenflex Portable Partitions in Sale to Versare Holdings
Investment Services News

Sikich Investment Banking Serves as Exclusive Sell-Side Adviser to Screenflex Portable Partitions in Sale to Versare Holdings

Business Wire
by Business Wire0
Versare Holdings, LLC recently acquired Screenflex Portable Partitions, a manufacturer of room dividing solutions based in Lake Zurich, Illinois. Sikich Investment Banking served as the exclusive sell-side adviser to Screenflex. “The Sikich Investment Banking team has been instrumental throughout the entire transaction process,” said John Maas, President of Screenflex Portable Partitions. “The Sikich team’s organization, patience,......
Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption
Artificial Intelligence News

Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption

PR Newswire
by PR Newswire0
Bain & Company announced a partnership with Microsoft which will enable Bain’s client businesses to build and deploy new artificial intelligence (AI) applications across their operations faster, more effectively, and at scale. The partnership combines Bain’s multi-disciplinary expertise in strategic business advice, machine learning, application engineering, and Microsoft’s Azure OpenAI service to......
Deutsche Bank And Scalable Capital Reportedly Engaged
B2B Banking Investment Services News

Deutsche Bank And Scalable Capital Reportedly Engaged

Fintech Staff Writer
by Fintech Staff Writer0
A prospective investment Over the course of the past year, Deutsche Bank has steadily expanded its investing and advice offerings. A German business publication, Deutsche Bank, the largest bank in Germany, is in preliminary talks with Scalable Capital, a digital investing and broking platform, about a prospective investment or partnership......
Broadridge Appoints Paul Simpson as Vice Chairman of Global Technology and Operations Business
News Technology

Broadridge Appoints Paul Simpson as Vice Chairman of Global Technology and Operations Business

PR Newswire
by PR Newswire0
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business Broadridge Financial Solutions, announced the appointment of Paul Simpson as Vice Chairman of Broadridge’s Global Technology and Operations (GTO) business. In this newly created role, Simpson will work closely with......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
How to Bridge the Financial Advice Gap for Millennials and Gen Z
Analytics Fintech Primers Guest Posts

How to Bridge the Financial Advice Gap for Millennials and Gen Z

Jennifer Valdez
by Jennifer Valdez0
The current economic environment is certainly challenging and for many, downright confusing. While some experts argue that the economy will avoid a downturn, others, including 95% of community bankers, believe the U.S. economy is already in a recession. With an economy we can’t quite seem to predict, younger generations are......
Arival Group Announces Bill Papp as New Chief Executive Officer
Banking News

Arival Group Announces Bill Papp as New Chief Executive Officer

Business Wire
by Business Wire0
Arival Group is pleased to announce that Bill Papp has recently been approved as Chief Executive Officer and Member of the Board of Directors of Arival Bank International Corporation by the Puerto Rico Office of the Commissioner of Financial Institutions (OCIF). OCIF is supervised by the Federal Reserve Bank of New York,......
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