Search Results for: Vice President

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
Options and Mercurius Solutions Empower Trading Firms with Automated Trading as a Service
Capital Markets News Trading

Options and Mercurius Solutions Empower Trading Firms with Automated Trading as a Service

Business Wire
by Business Wire0
Options Technology, the leading Capital Markets services provider, announced its partnership with trading platform firm Mercurius Solutions, an Order and Execution Management System (OEMS) provider, following a successful integration with ACTIV Application Programming Interface (API). The partnership is set to provide customers with tick data alongside Mercurius’ unique, proprietary execution......
Emplifi Partners With SKUx to Make Trackable Digital Customer Payments Possible on Emplifi Service Cloud
Digital Payments News

Emplifi Partners With SKUx to Make Trackable Digital Customer Payments Possible on Emplifi Service Cloud

Business Wire
by Business Wire0
Solution Set to Increase Customer Satisfaction, Virtually Eliminate Fraud and Do Away with Costly, Time-Consuming Paper Checks and Coupons SKUx, an innovative payments technology and consumer engagement platform, announced a partnership with Emplifi to make easy-to-use, instantaneous digital payments, such as product refunds and rewards, a significant new capability on......
Policygenius and Labyrinth Financial Services Announce Partnership
InsurTech Investment Services News

Policygenius and Labyrinth Financial Services Announce Partnership

PR Newswire
by PR Newswire0
Policygenius and Labyrinth Financial Services (LFS) announced a partnership that leverages Policygenius’ term life fulfillment platform Policygenius Pro to streamline term life insurance for LFS partners and simplify the application process for clients. Policygenius Pro is a turnkey partnerships platform that helps advisors and financial professionals simplify the life insurance application......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
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......
Standard Lithium Retains BNP Paribas to Lead Debt Advisory Services for First Commercial Project
debt collection News

Standard Lithium Retains BNP Paribas to Lead Debt Advisory Services for First Commercial Project

GlobeNewswire
by GlobeNewswire0
Exclusive Financial Advisor for Limited Recourse Debt Financing to Fund Majority of First Commercial Project Standard Lithium Ltd., a leading near-commercial lithium company, has signed a mandate with BNP Paribas (BNP) to act as exclusive financial advisor to the Company in connection with limited recourse debt financing. The debt financing will......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Colonial Savings, F.A. to Cease Mortgage Origination Business, Focus on Full-Service Banking and Mortgage Servicing
Mortgage News

Colonial Savings, F.A. to Cease Mortgage Origination Business, Focus on Full-Service Banking and Mortgage Servicing

PR Newswire
by PR Newswire0
Colonial Savings, F.A., a trusted financial institution with a rich history spanning more than 70 years, announced its decision to cease its mortgage origination business, effective July 31, 2023. The company will shift its focus towards continuing to provide comprehensive full-service banking and mortgage servicing options to better meet the evolving......
WesBanco Bank Appoints David Klick as Upper Ohio Valley Market President
Banking News

WesBanco Bank Appoints David Klick as Upper Ohio Valley Market President

PR Newswire
by PR Newswire0
WesBanco, Inc., a diversified, multi-state bank holding company, announces that its affiliate, WesBanco Bank, has promoted David Klick to the role of Upper Ohio Valley (UOV) Market President and Senior Commercial Banker. In his new role, Klick will oversee strategic direction, business development, building and maintaining client relationships and leading initiatives supporting......
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