Search Results for: Wealth management

Hub International Expands Commercial and Personal Insurance Capabilities With Acquisition of the Assets of Shaver-Robichaux Agency, Inc. In Louisiana
Digital Payments News

Hub International Expands Commercial and Personal Insurance Capabilities With Acquisition of the Assets of Shaver-Robichaux Agency, Inc. In Louisiana

Fintech News Desk
by Fintech News Desk0
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced that it has acquired the assets of Shaver-Robichaux Agency, Inc. (Shaver-Robichaux). Terms of the transaction were not disclosed. Latest Fintech News: Freedom Financial Network Announces Close of $324Million Securitization of FreedomPlus Personal Loans Located in Thibodaux and Raceland, Louisiana, Shaver-Robichaux......
On Tap Credit Union Rebrands Investment Department to Attract New Members
Investment Services News

On Tap Credit Union Rebrands Investment Department to Attract New Members

Fintech News Desk
by Fintech News Desk0
Investment is more than focusing on retirement options On Tap Credit Union isn’t your average bank or credit union, founded in 1954 in Golden Colorado, we provide financial advice in a friendly environment making it easier to help our members craft financial solutions with their goals in mind. As members......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
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,......
Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning
Digital Payments News

Estate Planners Globally Now Have a Comprehensive and Practical Client-Based Approach to Digital Estate Planning

Fintech News Desk
by Fintech News Desk0
Digital Asset Entanglement: Unraveling the Intersection of Estate Laws & Technology explores how digital assets impact estate and succession planning and how organizations can manage in our immersive digital age Sharon Hartung, Captain (Ret’d), PEng, TEP, founder of Your Digital Undertaker and recognized as one of the leading and original voices......
Vickie Cohn Named Comerica Bank Central & South Texas Retail Regional Director
Banking News

Vickie Cohn Named Comerica Bank Central & South Texas Retail Regional Director

Fintech News Desk
by Fintech News Desk0
Comerica Bank has announced Vickie Cohn will lead its Central and South Texas retail team, replacing Theresa Bazan, who recently was promoted to National Sales Enablement Director for Consumer and Small Business Banking. Latest Fintech News: Gocardless to Acquire Open Banking Platform Nordigen, Combining Broad Open Banking Connectivity With Bank Payment Expertise In this senior vice......
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......
Texas Regional Bank Completes Acquisition of AccessBank Texas
Banking News

Texas Regional Bank Completes Acquisition of AccessBank Texas

Fintech News Desk
by Fintech News Desk0
Harlingen-based Texas State Bankshares, Inc. and Denton-based Access Bancorp, Inc. announced that they have completed the merger of Access Bancorp, Inc. with Texas State Bankshares, Inc. and AccessBank Texas with Texas Regional Bank. As a result of the transaction, Texas Regional Bank will add AccessBank Texas’ five (5) locations and approximately......
Alerus Completes Acquisition of Metro Phoenix Bank
Banking News

Alerus Completes Acquisition of Metro Phoenix Bank

Fintech News Desk
by Fintech News Desk0
Transaction Represents Largest Bank Acquisition in Alerus History Alerus Financial Corporation (“Alerus”) announced it has completed the previously announced acquisition of MPB BHC, Inc. (OTCPink: MPHX), the bank holding company for Metro Phoenix Bank. Founded in 2007, Metro Phoenix Bank is the largest full-service community bank headquartered in Phoenix, with......
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