Search Results for: Asset Management

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk
Fintech Investment Services News

Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk

Business Wire
by Business Wire0
Schulte Roth & Zabel is proud to announce the addition of Michael Didiuk as a partner in the Investment Management Regulatory & Compliance Group in New York. Latest Fintech Interview : Global Fintech Interview with Mitchell Morrison, CEO and Founder at Eyeballs Financials “Michael brings a wealth of experience and......
Citi Develops New Digital Asset Capabilities for Institutional Clients
Blockchain Finance News

Citi Develops New Digital Asset Capabilities for Institutional Clients

Business Wire
by Business Wire0
Citi Treasury and Trade Solutions (TTS) announces the creation and piloting of Citi Token Services for cash management and trade finance. The service uses blockchain and smart contract technologies to deliver digital asset solutions for institutional clients. Citi Token Services will integrate tokenized deposits and smart contracts into Citi’s global......
Aquanow Launches AQN Digital Ventures Fund to Back Digital Asset Companies
Investment Services News

Aquanow Launches AQN Digital Ventures Fund to Back Digital Asset Companies

Business Wire
by Business Wire0
Aquanow, through its investment management subsidiary AQN Digital, has officially launched the AQN Digital Ventures Fund to support the world’s most disruptive blockchain technologies and provide investors with early-stage access to the most promising founders and businesses of tomorrow AQN Digital is the investment management subsidiary of Aquanow, specializing in......
Provenance Blockchain and Axelar Integrate for Global Access to Real-World Assets
Blockchain News

Provenance Blockchain and Axelar Integrate for Global Access to Real-World Assets

Business Wire
by Business Wire0
Cross-Chain RWAs to form a ‘superhighway’ connecting Web3 users everywhere to any financial asset Provenance Blockchain, the leading decentralized blockchain purpose-built for financial services with over $8 billion in real-world financial asset (RWA) total value locked (TVL), and Axelar, the leading Web3 interoperability platform, have integrated with the intent to better......
Genesis Global Launches Primary Bond Market Solution for Asset Managers
Investment Services News

Genesis Global Launches Primary Bond Market Solution for Asset Managers

GlobeNewswire
by GlobeNewswire0
Configurable solution aggregates DirectBooks, Ipreo, Bloomberg and other sources into single, deal-focused workspace for portfolio managers and traders. AI-driven handlers autoprocess deal data in instant messages and email Genesis Global, the low-code application development platform purpose-built for financial markets organizations, announced the launch of a solution that aggregates new bond......
BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry
Blockchain News

BIGG Digital Assets Portfolio Company TerraZero Announces Intraverse PRO Platform for the Music Industry

GlobeNewswire
by GlobeNewswire0
BIGG Digital Assets, owner of Netcoins, Blockchain Intelligence Group, and investor in TerraZero Technologies Inc. (“TerraZero”), a vertically integrated Metaverse development group and leading web3 technology company specializing in helping brands create immersive experiences, proudly announces a special platform for the music industry. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell,......
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