Search Results for: Financial Group

Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience
Banking News

Q2 Helps Johnson Financial Group Modernize Its Digital Banking Experience

Fintech News Desk
Johnson Financial Group leverages Q2’s digital banking platform and the Q2 Innovation Studio to deliver a cohesive, personalized digital experience for its customers Q2 Holdings, Inc., a leading provider of digital transformation solutions for banking and lending, announced it has helped Johnson Financial Group (“JFG”), a privately-held financial services company and......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy
Finance Investment Services News

Sequoia Financial Group Secures $200 Million Commitment from Valeas Capital Partners to Support Growth Strategy

Fintech News Desk
Sequoia Financial Group, an SEC-registered wealth management firm with approximately $10 billion in client assets, announced it has entered into an agreement with Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, to acquire a minority stake in Sequoia. Under terms of the agreement, Valeas is committing more than $200......
Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
Travelers Financial Group Announces Ashwin Pamidi as CFO and Head of Corporate Strategy
Finance News

Travelers Financial Group Announces Ashwin Pamidi as CFO and Head of Corporate Strategy

Fintech News Desk
Travelers Financial Group is one of the leaders in a wide spectrum of consumer and commercial financing related businesses in Canada and United States, today announced that Ashwin Pamidi has been named as Chief Financial Officer and Head of Corporate Strategy. Latest Fintech News: C2FO and Vic.ai Partner to Bring AI to Early Payment Processing Ashwin......
Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
Blockchain Association for Finance Announces New Board
Finance News

Ponce Financial Group, Inc. announces formation of a Management Committee on Environmental, Social & Governance

Fintech News Desk
Ponce Financial Group, Inc. the holding company for Ponce Bank, announced that the Company has formed an Environmental, Social & Governance (“ESG”) Committee comprised of the Executive Management Team that reports directly to the Board of Directors. The ESG Committee has adopted an ESG charter and policy to oversee and......
Concourse Financial Group Welcomes Key Group
Finance News

Concourse Financial Group Welcomes Key Group

Fintech News Desk
The hybrid RIA practice with over $500 million in assets has offices in New Jersey, Massachusetts and Arizona, and is comprised of nine financial professionals. Concourse Financial Group , a division of Protective Life Corporation (“Protective”), supporting more than 500 independent financial professionals nationwide, today announced the successful recruitment of Key Group Management, Inc. (“Key Group”),......
Citizens Financial Group Announces Pricing of $800 Million of Citizens Bank, N.A. Senior Notes
Banking News

Citizens Financial Group Announces Pricing of $800 Million of Citizens Bank, N.A. Senior Notes

Fintech News Desk
Citizens Financial Group, Inc. announced the pricing of $800 million of Citizens Bank, N.A. (“CBNA”) 4.575% fixed/floating rate senior notes due 2028 (the “Notes”). Latest Fintech News: Torches Launches on KuCoin Win and its Legendary Torchlight NFTs to Be Won CBNA intends to use the net proceeds of the notes offering......
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