Search Results for: Financial Advisor

The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
by Fintech News Desk0
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
Banking and Fintech Notable Mary Wisniewski Joins Cornerstone Advisors
Banking Finance News

Banking and Fintech Notable Mary Wisniewski Joins Cornerstone Advisors

Fintech News Desk
by Fintech News Desk0
Banking consulting firm Cornerstone Advisors announced that Mary Wisniewski has joined the company as editor-at-large and content director. “It is with great pleasure that we welcome someone with Mary’s expertise to our team,” said Cornerstone Advisors Founder and President Steve Williams. “Cornerstone’s data-driven insights and deep banking knowledge have always been a differentiator......
Tiger Finance and Merchant Financial Group Provide $38 Million in Growth Capital to Apparel Brand Arctix
Finance News

Tiger Finance and Merchant Financial Group Provide $38 Million in Growth Capital to Apparel Brand Arctix

Fintech News Desk
by Fintech News Desk0
Revolving credit facility comes in response to robust online and brick-and-mortar sales by the outdoor and winterwear brand Tiger Finance and Merchant Financial Group are partnering to provide $38 million in growth capital to Alpha 6 Distributions, creator of the Arctix winter apparel brand. As the primary lender to Alpha 6, Merchant Financial Group tapped Tiger Finance......
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
Investment Services News

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Fintech News Desk
by Fintech News Desk0
PCIA adds $1.75 billion team with remote wealth management capabilities Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*. “Joining Prime Capital Investment......
Graphene Investor Services Joins the Bosonic Network
Artificial Intelligence Fintech News Recommended

Heavyweights Comments On The Asian Financial Forum

Fintech Staff Writer
by Fintech Staff Writer0
The two-day Forum will include more than 40 discussion sessions, featuring heavyweight financial, government and business leaders to shed light on major topics, including global economic outlook, regional trade collaborations such as the Regional Comprehensive Economic Partnership Agreement (RCEP) and Guangdong-Hong Kong-Macao Greater Bay Area, asset and wealth management, environment,......
Cryptocurrency News Technology

New Generation Expert Advisor AntBot Launches Relative Value Strategy

Fintech News Desk
by Fintech News Desk0
After 12 months of preparation, AntBot, a free full-featured cryptocurrency automated trading system, following the first intelligent long-short position risk control system, has launched relative value strategy to adapt to the high volatility and risk of the crypto market, helping traders achieve solid asset appreciation and leading quantitative investment. AntBot strategy......
Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research
Cryptocurrency News

Cryptocurrency Trends, Generational Financial Profiles, and New Data on Payments Uncovered in New Report From Logica Research

Fintech News Desk
by Fintech News Desk0
The latest Logica® Future of Money Study includes highlights on how people work, save, spend and invest, including insights on Gen Z, Millennials, Gen X and Boomers The newest Future of Money Study from Logica Research continues an examination of past, current and future financial trends—providing data that allows brands to make decisions......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
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