Search Results for: Wealth Advisory

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence
Investment Services News

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence

PR Newswire
by PR Newswire0
Growing RIA firm adds $460 million in assets under management Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced it has partnered with Planned Futures, LLC. Planned Futures, based in Williamsport, Pennsylvania, will expand Merit’s......
Zebra Digital Partners with RocketFuel to Offer B2B Cryptocurrency Solutions
Cryptocurrency News

Zebra Digital Partners with RocketFuel to Offer B2B Cryptocurrency Solutions

GlobeNewswire
by GlobeNewswire0
RocketFuel Blockchain, Inc., a global provider of payment solutions via ACH bank transfers, Bitcoin and other cryptocurrencies, announced its collaboration with Zebra Digital, Inc., a global technology company. Zebra Digital is a client of PaymentCloud, a Payment Solution Provider working with RocketFuel. The company is an infrastructure, technology, advisory, &......
BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC
B2B News

BrightTower Advises Leading B2B Information Provider Winsight in Sale to Informa PLC

PR Newswire
by PR Newswire0
Winsight, LLC, a leading B2B information provider in the foodservice and allied retail industries, is to combine with London-based Informa PLC, a publicly traded, global events, digital products, and academic services firm. Informa acquired Winsight from HPS Investment Partners, and the combination with Informa’s existing B2B foodservice portfolio establishes a category-leading......
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......
Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise
Fintech News

Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise

PR Newswire
by PR Newswire0
Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced that it has entered into an exclusive partnership agreement with VPCtech, a specialized technology advisory and implementation services firm, to jointly provide clients with an elevated level of services to optimize their DNA account processing......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Synchrony Joins Operation HOPE's National 'Financial Literacy for All' Initiative
Finance News

Synchrony Joins Operation HOPE’s National ‘Financial Literacy for All’ Initiative

PR Newswire
by PR Newswire0
Advances Access to Youth and Adults with Financial Education Synchrony, a premier consumer financial services company, announced it has become a member company of Financial Literacy for All (FL4ALL) – a national initiative dedicated to embedding financial literacy into American culture. Launched in May 2021 by Operation HOPE and a consortium of U.S. companies, including......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Onramp Adds Coinbase Prime as Trading Partner on Leading Crypto Platform for Rias
Cryptocurrency Digital Asset Management News

Onramp Adds Coinbase Prime as Trading Partner on Leading Crypto Platform for Rias

Business Wire
by Business Wire0
Partnership gives Advisors access to over 200 cryptocurrencies and unsurpassed flexibility, intelligence and security to invest in digital assets Onramp Invest, the leading, all-in-one digital asset investment platform for financial professionals, announced the addition of Coinbase Prime’s custodian, Coinbase Custody Trust Company, as its trading partner and third custodian service.......
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