Search Results for: wealth manager

The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
Caliber Announces Expansion of Capital Markets Initiatives
Capital Markets Investment Services News

Caliber Announces Expansion of Capital Markets Initiatives

Business Wire
by Business Wire0
Hires Skyway Capital Markets for Managing Dealer Services CaliberCos Inc., a leading vertically integrated alternative asset manager,  announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal wholesale team to the......
Artificial Intelligence Digital Featured Fintech Primers Technology

“Fintech Ascend: Unveiling The Top 20 Influencer Marketing Software Of 2023”

Pooja Choudhary
by Pooja Choudhary0
“A Brand Is No Longer What We Tell The Consumer It Is — It Is What Consumers Tell Each Other It Is.” — Scott Cook What’s hot in the market? Behold, the luminary known as influencer marketing! Influencer marketing is currently a popular technique of online marketing. It has been......
Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform
Banking News

Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform

PR Newswire
by PR Newswire0
Fintech partnership empowers financial institutions to level up small business financial wellness Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., and upSWOT, a leading fintech platform that connects business applications for integrated data analysis and insight, have expanded their partnership by making upSWOT’s......
J.P. Morgan Private Bank Introduces South and Midwest Regions
Banking News

J.P. Morgan Private Bank Introduces South and Midwest Regions

PR Newswire
by PR Newswire0
Accelerating business and advisor growth prompts addition of new leadership J.P. Morgan Private Bank announced the addition of the South and Midwest Regions to increase the business’s dedicated regional leadership, encourage talent mobility, and position the Private Bank for significant continued growth. The two new divisions are part of the......
Aleph Zero Partners With University of Nicosia to Advance Blockchain Technology and Education
Blockchain News

Aleph Zero Partners With University of Nicosia to Advance Blockchain Technology and Education

GlobeNewswire
by GlobeNewswire0
Aleph Zero, the highly scalable blockchain platform with zero-knowledge privacy, is delighted to announce a partnership with the University of Nicosia(UNIC), the first university to accept Bitcoin as a form of tuition and first institution to offer master’s degree in blockchain and digital currencies. This collaboration aims to fortify the blockchain......
ACHWorks and Onyx IQ Partner to Power the Future of Simply Funding
Digital Payments News

ACHWorks and Onyx IQ Partner to Power the Future of Simply Funding

PR Newswire
by PR Newswire0
Simply Funding, a premier provider of Merchant Cash Advance services, selects Onyx IQ, the leading funding management solution for the MCA space, because, “Onyx provides the whole package and integrates with the partners who matter most to us,” says Jacob Kleinberger, Head of Operations at Simply Funding. “The fact that they were......
Yield App Boosts Crypto Accessibility with Volt Real-Time Payments
Banking Digital Payments News

Yield App Boosts Crypto Accessibility with Volt Real-Time Payments

PR Newswire
by PR Newswire0
Digital wealth platform Yield App has partnered with Volt, the leading global real-time payments gateway, to offer additional GBP and EUR on-ramps via FPS and SEPA Instant. Yield App customers can now buy cryptocurrency in real time directly with their bank, thanks to the integration of Volt’s pan-European open banking solution. With connections......
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