Search Results for: Asset Management

Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
by Fintech News Desk0
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
TAB Bank Provides Wood Products Distribution Company in Arkansas with a $5 Million Asset-Based Credit Facility
Banking News

TAB Bank Provides Wood Products Distribution Company in Arkansas with a $5 Million Asset-Based Credit Facility

Fintech News Desk
by Fintech News Desk0
TAB Bank is pleased to announce it has provided a wood products distribution company in Arkansas with a $5 million asset-based credit facility. The new facility is extended through a multi-year agreement and will provide for the company’s ongoing working capital needs. “Latest Fintech News: Bank of America Announces Small Business Down......
Asia's First Digital Asset Series (DAS) Seminars Covering Twelve Key Topics Across the Digital Asset Space to Debut in Hong Kong
Cryptocurrency News

Asia’s First Digital Asset Series (DAS) Seminars Covering Twelve Key Topics Across the Digital Asset Space to Debut in Hong Kong

Fintech News Desk
by Fintech News Desk0
2022 Digital Asset Series (DAS) is a series of free educational seminars delivered by leading industry leaders and practitioners, legal professionals, regulators, and academic scholars from the Fintech ecosystem. Debuting in August 2022, DAS aims to provide education to the general public about the ever-growing landscape of digital assets and facilitate mass adoption......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
Lirium to Power Digital Asset Access for Mexican FinTech Expands Footprint Across Latin America
Digital Wallet News

Lirium to Power Digital Asset Access for Mexican FinTech Expands Footprint Across Latin America

Fintech News Desk
by Fintech News Desk0
Lirium, a leading licensed provider of B2B2C digital asset access solutions, will begin powering digital currency access and settlement services for Mexican digital wallet Albit, reaching more than 2 million customers.  Lirium already partners with financial services companies in Argentina, Brazil, Peru, Colombia, Chile, Paraguay and Uruguay. Latest Fintech News: C2FO and Vic.ai Partner to Bring AI to......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
Reformer: The Provider of Quantitative Trading Solutions for Digital Asset Globalization
Digital Asset Management Investments News

Reformer: The Provider of Quantitative Trading Solutions for Digital Asset Globalization

Fintech News Desk
by Fintech News Desk0
Reformer, a digital assets blockchain-based financial platform, is set to support more new blockchain projects by providing management, circulation, and value-added services for their blockchain digital assets Reformer (RMR) is a global investment management firm specializing in alternative investments. The company’s beginnings can be traced back to 2013 when co-founder......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
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