Search Results for: Wealth Advisory

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Trading Technologies Launches TT FX, Appoints Tomo Tokuyama as Leader
Capital Markets News Trading

Trading Technologies Launches TT FX, Appoints Tomo Tokuyama as Leader

PR Newswire
by PR Newswire0
First phase of launch to provide connectivity to major ECNs for spot FX trading on TT platform Trading Technologies International, Inc. (TT), a global capital markets technology platform provider, announced that the firm has established a new foreign exchange (FX) business unit, TT FX, and appointed industry veteran Tomo Tokuyama to lead......
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......
Capco Expands U.S. Community Banking Practice
Banking News

Capco Expands U.S. Community Banking Practice

Business Wire
by Business Wire0
Capco, the global technology and management consultancy, is expanding its community banking practice to enhance support for US community banks and credit unions. This expansion will assist institutions as they adapt to changing customer expectations and compete with the technology-driven innovations offered by larger banks. Latest Fintech Interview: Global Fintech Interview with......
Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
by PR Newswire0
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities
Fintech News

Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities

Business Wire
by Business Wire0
Massey Henry, one of North America’s leading executive search firms focused on financial services, announced the appointment of a new partner, Charlotte Berry. Also Read: Global Fintech Interview with JB Orecchia, President and CEO of SavvyMoney “Charlotte’s addition to the firm is reflective of our significant growth, as well as the......
Apex Fintech Solutions Launches 245 Trading
Fintech News Trading

Apex Fintech Solutions Launches 24/5 Trading

Business Wire
by Business Wire0
Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced the public launch of its 24 hour trading capabilities, five days a week. This further opens up optionality for those clients who do not want to be restricted to traditional US trading......
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......
Finance Leaders Prioritize Sustainable Growth to Offset Inflation and Economic Uncertainty
Finance News

Finance Leaders Prioritize Sustainable Growth to Offset Inflation and Economic Uncertainty

PR Newswire
by PR Newswire0
Finance departments look to automation to support growth strategies and mitigate inflationary costs Tipalti, the leading global payables automation solution, reveals fresh insights into the strategies of global finance leaders in high-growth businesses amidst the current economic climate, with almost 8 in 10 (78%) believing sustainable growth is now more......
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