Search Results for: Financial Group

Ant Group Unveils its Financial Large Language Model and Two New Applications
Fintech News

Ant Group Unveils its Financial Large Language Model and Two New Applications

Business Wire
by Business Wire0
Financial LLM is in closed test with financial institution partners on Ant Group’s wealth management and insurance platforms The company will implement the financial LLM on its digital finance platform business supporting financial institutions in the China market. Ant Group unveiled its financial large language model at the 2023 INCLUSION·Conference......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Smith Financial Corporation Acquires Home Capital Group
Fintech News

Smith Financial Corporation Acquires Home Capital Group

Business Wire
by Business Wire0
Smith Financial Corporation (“Smith Financial”) announced the completion of its plan of arrangement under the Business Corporations Act (Ontario) (the “Arrangement”). Pursuant to the terms of the Arrangement, a wholly-owned subsidiary of Smith Financial Corporation acquired all the issued and outstanding shares of Home Capital Group Inc. (“Home Capital” or......
BTIG Investment Banking Expands Financial Institutions Group with Tosh Chandra
Banking Investment Services News

BTIG Investment Banking Expands Financial Institutions Group with Tosh Chandra

Business Wire
by Business Wire0
BTIG announced that Tosh Chandra has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Chandra will play a strategic role in driving the firm’s continued growth and success in the financial sector by identifying and executing innovative and value-creating solutions for clients. Latest Fintech......
BTIG Investment Banking Adds Jay Magee to Financial Institutions Group
Finance Investment Services News

BTIG Investment Banking Adds Jay Magee to Financial Institutions Group

Business Wire
by Business Wire0
BTIG announced that Jay Magee has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Magee will support the firm’s efforts to deliver a complete set of advisory and capital solutions to BTIG’s corporate, institutional and financial sponsor clients globally. “The financial services and housing sectors......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
Financial Literacy Group Releases the Game Changing Bank Like a Bank App on Google Play and the App Store
Banking News

Financial Literacy Group Releases the Game Changing Bank Like a Bank App on Google Play and the App Store

Fintech News Desk
by Fintech News Desk0
Financial Literacy Group, has released the long awaited, revolutionary Bank Like a Bank™ App for iPhone and Android users all over the United States “The app is based on a proprietary formula that calculates how much interest middle class Americans can cancel by paying mortgages and debt early, states Ron......
Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership
Investment Services News

Red Iron Group Announces Strategic Investment in Graphite Financial to Accelerate Expansion and Reinforce Market Leadership

PR Newswire
by PR Newswire0
Red Iron Group, a Menlo Park-based private investment firm,  announced a significant growth investment in Graphite Financial Group, LLC. In connection with this announcement, Red Iron and Graphite also announced its acquisition of CPM Advisory Group, LLC, with CPM’s business to be combined with Graphite. The three firms came together around......
Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank
Banking Finance News

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank

Business Wire
by Business Wire0
Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial......
corfinancial Implements CSDR Compliance Software at Man Group
Finance Investment Services News

corfinancial Implements CSDR Compliance Software at Man Group

Business Wire
by Business Wire0
corfinancial, a leading provider of specialist software and services to the financial services sector, announces the implementation of its Central Securities Depositories Regulation (CSDR) software, SureVu, at Man Group, a global active investment management firm with $144.7 billion of AUM (as of 31st March 2023). “Such efficiencies are critical when considering the operational......
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