Search Results for: Financial Advisor

Wilshire Announces Blythe Masters as Chair of New Digital Assets Advisory Group
Digital Asset Management Fintech News

Wilshire Announces Blythe Masters as Chair of New Digital Assets Advisory Group

Fintech News Desk
by Fintech News Desk0
Wilshire Digital Assets Advisory Group’s first initiative: Develop a standard transparent digital asset taxonomy system to categorize the top 1,000 digital asset technologies by market capitalization Wilshire, a global investment technology and advisory company, today announced the formation of the Wilshire Digital Asset Advisory Group (Advisory Group) with Blythe Masters,......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Regions Bank Names Leo Loughead As Financial Services Group Leader
Banking Fintech News

Regions Bank Names Leo Loughead As Financial Services Group Leader

Fintech News Desk
by Fintech News Desk0
27-year finance industry veteran to lead team of corporate and investment bankers serving the credit, capital, and strategic needs of financial services industry clients. Regions Bank on Thursday announced Leo Loughead has been elevated to lead the bank’s Financial Services Group, part of Regions’ Specialized Industries division within Corporate Banking. Latest......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
Populus Financial Group Announces New President and Chief Financial Officer
Banking News

Populus Financial Group Announces New President and Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Populus Financial Group, Inc., a leading provider of digital and retail financial services, announces the promotion of Melanie Few to President and Spencer Williams to Executive Vice President, Chief Financial Officer.  Jay Shipowitz continues as Chief Executive Officer and Chairman of the Board. Latest Fintech Insights: MyGate Acquires MyCommunity Genie To Strengthen Community Commerce Play Sue Pressler will......
MPB BHC, INC., The Holding Company For Metro Phoenix Bank, Enters Into A Merger Agreement With Alerus Financial Corporation
Fintech News

MPB BHC, INC., The Holding Company For Metro Phoenix Bank, Enters Into A Merger Agreement With Alerus Financial Corporation

Fintech News Desk
by Fintech News Desk0
MPB BHC, INC., the holding company for Metro Phoenix Bank, announced the signing of a merger agreement with Alerus Financial Corporation . The definitive agreement and plan of merger to acquire MPB, the largest full-service community bank headquartered in Phoenix, represents the twenty-fifth acquisition for Alerus since 2000 as part of......
Visa Introduces Crypto Advisory Services To Help Partners Navigate A New Era Of Money Movement
Cryptocurrency Fintech News

Visa Introduces Crypto Advisory Services To Help Partners Navigate A New Era Of Money Movement

Fintech News Desk
by Fintech News Desk0
The case for crypto is getting stronger for financial institutions; new global research finds nearly 40% of crypto owners would be likely to switch primary banks to one that offers crypto products Visa, the world’s leader in digital payments, announced the launch of Visa’s Global Crypto Advisory Practice, an offering......
Advisor Credit Exchange Partners With Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform
Banking News

Advisor Credit Exchange Partners With Janney Montgomery Scott to Offer Seamless Access to Expanded Lending Platform

Fintech News Desk
by Fintech News Desk0
Advisor Credit Exchange, LLC announces that Janney Montgomery Scott LLC will now offer the Advisor Credit Exchange platform to its Financial Advisors, expanding the lending solutions available to support their clients’ goals and financial plans. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation Through the......
First Financial to Acquire Summit Funding Group
Banking News

First Financial to Acquire Summit Funding Group

Fintech News Desk
by Fintech News Desk0
First Financial Bancorp, announced that it has entered into an agreement to acquire Cincinnati-based Summit Funding Group, Inc. (“Summit”), the fourth largest independent equipment financing platform in the United States. Latest Fintech Insights: Globant Launches New Reinvention Studios to Impact Industries with Digital Transformation “We are very excited to join forces......
Cornerstone Advisors Completes Acquisition of Next Step, Inc.
Fintech News

Cornerstone Advisors Completes Acquisition of Next Step, Inc.

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors announced that the company has acquired Orlando, Florida-based Next Step, Inc., a professional services team providing technology consulting services to banks and credit unions. Cornerstone Advisors, a leading authority on driving revenue and profitability improvements for mid-size financial institutions and fintech firms, is a portfolio company of Altamont......
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