Search Results for: Financial Advisor

LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
CUSO Financial Announces New Partnership with Eglin Federal Credit Union
Finance Investment Services News

CUSO Financial Announces New Partnership with Eglin Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Military-focused credit union chooses CFS for technology and transparency CUSO Financial Services, L.P., a subsidiary of Atria Wealth Solutions, Inc. announced a multi-year agreement with Eglin Federal Credit Union to support and grow its investment services program, Eglin Wealth Management. Established in 1954, EFCU serves over 121,000 members with nearly......
Magnachip Semiconductor Names Ms. Shinyoung Park As Chief Financial Officer
Fintech News

Magnachip Semiconductor Names Ms. Shinyoung Park As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Magnachip Semiconductor Corporation announced  that Ms. Shinyoung Park has been promoted to Chief Financial Officer, effective as of January 1, 2022.  Ms. Park succeeds Dr. Young Soo Woo, who stepped down from the position effective as of the end of December 31, 2021. Latest Fintech Insights: FTFT Subsidiary Launches Cryptocurrency Market Data Platform FTFTX Ms. Park......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
The Royal Gazette Interviews SSEK Law Firm and Japanese Investor Who Suffered Northstar Financial Services (Bermuda) Losses
Fintech Investment Services News

The Royal Gazette Interviews SSEK Law Firm and Japanese Investor Who Suffered Northstar Financial Services (Bermuda) Losses

Fintech News Desk
by Fintech News Desk0
A Japanese investor and her securities attorney were interviewed by The Royal Gazette about the losses she and her husband suffered from investing in Northstar Financial Services (Bermuda). This is a now-defunct offshore entity that is currently in liquidation proceedings. Latest Fintech Insights: IsDBI and IFE Lab Announce Award Winners For......
Xtant Medical Appoints Scott Neils Interim Chief Financial Officer
Fintech News

Xtant Medical Appoints Scott Neils Interim Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Xtant Medical Holdings, Inc., a global medical technology company focused on surgical solutions for the treatment of spinal disorders, announced the appointment of Scott Neils as Interim Chief Financial Officer succeeding Greg Jensen, the Company’s current Vice President, Finance and Chief Financial Officer, effective January 3, 2022. Latest Fintech Insights: REPAY......
First Financial Bank Completes Acquisition of Summit Funding Group
Fintech Funding News

First Financial Bank Completes Acquisition of Summit Funding Group

Fintech News Desk
by Fintech News Desk0
First Financial Bancorp. announced that it has completed its previously announced acquisition of Cincinnati-based Summit Funding Group, Inc., the fourth largest independent equipment financing platform in the United States. “We are excited about the opportunity to provide our clients with additional services through Summit’s extensive leasing capabilities, and we look......
Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management
Investments News

Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., has completed its previously announced acquisition of the investment advisory business and certain other assets of small-cap growth specialist Tygh Capital Management (TCM). “I’d like to welcome the entire TCM team to Voya” Founded in 2004 in Portland, Oregon, TCM......
Financial Health Of Largest US Corporate Pension Plans Surges To Highest Level Since Financial Crisis
Fintech News

Financial Health Of Largest US Corporate Pension Plans Surges To Highest Level Since Financial Crisis

Fintech News Desk
by Fintech News Desk0
Funded status jumped to 96%, up 8 percentage points during 2021, Willis Towers Watson analysis finds The financial health of the nation’s largest corporate defined benefit pension plans improved significantly in 2021 as strong investment returns and rising interest rates help to drive their aggregate funded status to its best......
First Western Financial, Inc. Completes Acquisition of Teton Financial Services
Banking News

First Western Financial, Inc. Completes Acquisition of Teton Financial Services

Fintech News Desk
by Fintech News Desk0
Merger brings added scale, expanded product mix, and increased lending opportunities to the Wyoming market First Western Financial, Inc., parent company of First Western Trust Bank, (the Bank), announced the completion of its acquisition of Teton Financial Services, Inc. (Teton Financial Services), parent company of Rocky Mountain Bank, effective December......
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