Search Results for: Wealth management

SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers
Mortgage News

SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers

PR Newswire
by PR Newswire0
SouthState Bank announced the introduction of a new mortgage option called the “Opportunity Advantage Loan Fund” that is designed to help qualified low-to-moderate income (LMI) potential homebuyers overcome the financial barriers associated with purchasing a primary home. SouthState has allocated a sum of $10 million that will be drawn from over a......
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......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
CUSO Financial Announces Partnership with Harvard University Employees Credit Union
Finance Fintech News

CUSO Financial Announces Partnership with Harvard University Employees Credit Union

PR Newswire
by PR Newswire0
$1 billion university credit union chooses wealth management firm for its significant experience with start-up programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce a multi-year agreement with Harvard University Employees Credit Union (HUECU) to provide wealth management services to their members. HUECU exclusively serves the Harvard community,......
FVCbank Captures Coveted Bank Honor Roll Recognition for Strong Earnings Growth Over the Past Decade
Banking News

FVCbank Captures Coveted Bank Honor Roll Recognition for Strong Earnings Growth Over the Past Decade

Business Wire
by Business Wire0
Fairfax-based FVCbank has been honored by Keefe, Bruyette & Woods, Inc. (KBW) by being included in KBW’s coveted 2023 Bank Honor Roll. KBW is a leading specialist investment bank in the financial and fintech sectors. One of 14 U.S. banks to make this year’s KBW Bank Honor Roll, FVCbank is......
Zebra Digital Partners with RocketFuel to Offer B2B Cryptocurrency Solutions
Cryptocurrency News

Zebra Digital Partners with RocketFuel to Offer B2B Cryptocurrency Solutions

GlobeNewswire
by GlobeNewswire0
RocketFuel Blockchain, Inc., a global provider of payment solutions via ACH bank transfers, Bitcoin and other cryptocurrencies, announced its collaboration with Zebra Digital, Inc., a global technology company. Zebra Digital is a client of PaymentCloud, a Payment Solution Provider working with RocketFuel. The company is an infrastructure, technology, advisory, &......
BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC
B2B News

BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC

PR Newswire
by PR Newswire0
Winsight, LLC, a leading B2B information provider in the foodservice and allied retail industries, is to combine with London-based Informa PLC, a publicly traded, global events, digital products, and academic services firm. Informa acquired Winsight from HPS Investment Partners, and the combination with Informa’s existing B2B foodservice portfolio establishes a category-leading......
Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank
Banking Finance News

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank

Business Wire
by Business Wire0
Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial......
Marathon Digital Holdings Collaborates with Brink To Raise Up to $1 Million To Support Bitcoin Core Developers
Digital Payments Finance News

Marathon Digital Holdings Collaborates with Brink To Raise Up to $1 Million To Support Bitcoin Core Developers

GlobeNewswire
by GlobeNewswire0
Marathon To Match All Donations Up to $500,000 through 2023 Marathon Digital Holdings, Inc., a leader in supporting and securing the Bitcoin ecosystem, and Brink, a 501(c)(3), fully-donor supported organization dedicated to strengthening the Bitcoin protocol and network through research, development, and a robust support system for both emerging and established......
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