Search Results for: Full-Service experience

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Williston Financial Group Acquires West Coast Local Retail Title Operations from Doma
Finance InsurTech News

Williston Financial Group Acquires West Coast Local Retail Title Operations from Doma

Business Wire
by Business Wire0
Transaction helps drive Doma’s new singular strategy and refined focus on its core technology and underwriting business, and supports WFG’s growth initiative by significantly expanding the company’s operational presence in the vital Northern and Central California regions Doma Holdings, Inc., a leading force for disruptive change in the real estate......
Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund
Investment Services News

Ultimus Assists in Launch of Nomura’s Inaugural Credit Interval Fund

GlobeNewswire
by GlobeNewswire0
Ultimus selected to partner with Nomura Private Capital in launch of global firm’s first interval fund, Nomura Alternative Income Fund Ultimus Fund Solutions, a leading independent provider of full-service technology-enhanced fund administration, accounting, and investor solutions, announced its collaboration with Nomura Private Capital in the launch of the firm’s first interval......
ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading
News Trading

ApeX Pro Drives Industry-First Partnership With AstraBit to Bring Decentralization to Automated Trading

GlobeNewswire
by GlobeNewswire0
Non-custodial and permissionless decentralized exchange (DEX) ApeX Pro has partnered with AstraBit, a leading provider of automated trading and portfolio management software, to merge the worlds of decentralization and automated trading on a single, one-stop platform. The industry-first partnership will see the fresh integration of a DEX with a full-service suite......
Ripple Launches CBDC Platform for the Development of CBDCs and Stablecoins
Blockchain Fintech News

Ripple Launches CBDC Platform for the Development of CBDCs and Stablecoins

Business Wire
by Business Wire0
Full-service platform allows user to seamlessly mint, manage, transact and redeem CBDCs and stablecoins With more than 90% of countries exploring, developing and implementing Central Bank Digital Currencies (CBDCs) as a way to increase financial inclusion and lower the cost and risk of domestic and cross-border payment processes, Ripple is......
Metropolitan Commercial Bank Furthers its Reach in the Title and Escrow Deposit Vertical
Banking News

Metropolitan Commercial Bank Furthers its Reach in the Title and Escrow Deposit Vertical

Business Wire
by Business Wire0
Metropolitan Commercial Bank, a New York City-based full-service commercial bank, announced today the further expansion of their Title and Escrow Deposit Vertical with the appointment of two veteran Title and Escrow banking professionals from Fifth Third Bank. “Rob and Nowanna are a great fit to assist in expanding our Title......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
Finance News

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault

Business Wire
by Business Wire0
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of......
Pinnacle Private Wealth Makes Leap to Independence with Commonwealth
Investment Services News

Pinnacle Private Wealth Makes Leap to Independence with Commonwealth

Business Wire
by Business Wire0
Firm looks to expand its retirement plan offering to support small businesses by joining Commonwealth-affiliated office, Integrated Equity Management (IEM). Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Pinnacle Private Wealth of Kimberly, Wisconsin, to its network of......
MAPay Expands Executive Team to Revolutionize Healthcare Payments and Data Solutions through Blockchain Technology
Fintech News

MAPay Expands Executive Team to Revolutionize Healthcare Payments and Data Solutions through Blockchain Technology

PR Newswire
by PR Newswire0
New Strategic Advisor will further Corporate Strategy, Operations as MAPay Addresses Improving Data Transparency and Exchange, while Reducing Health Payment Costs MAPay, the global healthcare fintech company revolutionizing healthcare payments and data exchange with distributed ledger and blockchain technology, announced the appointment of Aman Quadri as the firm’s new Strategic Advisor. Aman will aid the MAPay team......
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