Search Results for: Wealth Advisory

LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
Future Proof Announces Inaugural FintechX Demo Finalists
Fintech News

Future Proof Announces Inaugural FintechX Demo Finalists

Fintech News Desk
by Fintech News Desk0
10 cutting edge fintechs have been awarded the opportunity to demo their innovations live to thousands of financial professionals and industry leaders Advisor Circle, a product and content studio for the financial services industry, in partnership with Ritholtz Wealth Management, is pleased to announce an elite group of finalist presenters for the......
Parsons Promotes Matt Ofilos to Chief Financial Officer; Names George Ball and Ellen Lord to Board of Directors
Finance News

Parsons Promotes Matt Ofilos to Chief Financial Officer; Names George Ball and Ellen Lord to Board of Directors

Fintech News Desk
by Fintech News Desk0
Parsons Corporation has named Matt Ofilos as the company’s chief financial officer (CFO). Ofilos, who previously served as Parsons’ executive vice president of finance, succeeds George Ball, who served as CFO since 2008 and will remain in an advisory capacity through September 2022. Ofilos brings more than 20 years of......
RenovoRx Appoints James Ahlers as Chief Financial Officer
Finance News

RenovoRx Appoints James Ahlers as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Expands Finance Team with Addition of Ronald B. Kocak, CPA as Vice President and Controller RenovoRx, Inc. a biopharmaceutical company and innovator in targeted cancer therapy is announcing the appointment of James Ahlers as Chief Financial Officer (CFO), effective July 15, 2022, and the addition of Ronald B. Kocak as......
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
by Fintech News Desk0
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
Capco Welcomes Russ Meyer as New Partner Within Its Energy Practice
Finance News

Capco Welcomes Russ Meyer as New Partner Within Its Energy Practice

Fintech News Desk
by Fintech News Desk0
Capco, a leading management and technology consultancy focused on the financial services and energy industries, has announced the appointment of Russ Meyer as a Partner in the firm’s Dallas office. Russ will be tasked with leading the firm’s Commodity Trading & Risk Management practice and contributing to the expansion of......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
William Blair Bolsters Investment Banking Group With Senior Hires in London
Banking Investment Services News

William Blair Bolsters Investment Banking Group With Senior Hires in London

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today that it has bolstered its investment banking group in Europe with the appointment of five senior hires. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment......
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