Search Results for: Wealth management

Southstate Adds Top Producers To Commercial, Wealth Teams
Banking News

Southstate Adds Top Producers To Commercial, Wealth Teams

Fintech News Desk
by Fintech News Desk0
SouthState Bank continues to expand its Commercial and Wealth lines of business with top-tier talent, adding nine bankers to its team. Latest Fintech Insights: GBank Financial Holdings Inc. Announces Quarterly Operating Earnings “SouthState’s cultural cornerstones of local market leadership, creating remarkable experiences and developing meaningful and lasting relationships resonate not only......
DL Holdings to Invest USD 6.5mn In New Asset Management Company
Digital Asset Management Investment Services News

DL Holdings to Invest USD 6.5mn In New Asset Management Company

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) entered into a strategic investment agreement with Atlas Multi-assets Capital Holdings Limited. According to the agreement, DL Holdings intends to subscribe to the issued shares of Atlas Multi-assets. The total consideration is expected to be......
InTouch Wealth Advisors Joins Cetera
Finance News

InTouch Wealth Advisors Joins Cetera

Fintech News Desk
by Fintech News Desk0
$186 million Scottsdale practice joins Cetera via Wilde Wealth Management Cetera Financial Group, one of America’s largest networks of financial professionals, announced that InTouch Wealth Advisors, led by industry veteran financial professionals Jason Benedetti, Gus Dekavallas and Larry Ritter, has joined Cetera as part of Wilde Wealth Management. Founded in 2015, InTouch......
Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers
Digital Asset Management News

Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers

Fintech News Desk
by Fintech News Desk0
Integration Creates First Full-Service Digital Asset Custodian for Advisors Gemini announced the acquisition of BITRIA, formerly Blockchange Inc., a digital asset portfolio management platform with a rich feature set designed for wealth and asset managers. The integration of BITRIA’s technology with Gemini’s custody and exchange capabilities provides advisors with access......
Eaglestone Completes Strategic Acquisition of Commonwealth Electrical Technologies, a Leading Solar, Energy Efficiency and Electrical Subcontractor
Investment Services Investments News

Eaglestone Completes Strategic Acquisition of Commonwealth Electrical Technologies, a Leading Solar, Energy Efficiency and Electrical Subcontractor

Fintech News Desk
by Fintech News Desk0
Eaglestone, LLC (“Eaglestone”), a portfolio company of Aterian Investment Partners (“Aterian”), is pleased to announce a strategic partnership with Commonwealth Electrical Technologies, Inc. (“CET” or the “Company”). Latest Fintech Insights: Aura Blockchain Consortium Launches Aura SaaS for Luxury Brands Founded in 2008 and based in Worcester, Massachusetts, CET is a leading non-union......
Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.
Investment Services Investments News

Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors’ Tennessee Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of HawsGoodwin Investment Management, Inc. d/b/a HawsGoodwin Wealth, (“HawsGoodwin”), a respected wealth management firm located in Franklin, Tennessee. HawsGoodwin......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office
Investments News

Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said that Mark Maggioncalda has been hired as a senior wealth advisor in its Radnor, PA, office. In his new role, Maggioncalda will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and......
One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council
Digital Asset Management Economy Fintech News

One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council

Fintech News Desk
by Fintech News Desk0
One River Digital Asset Management (together with its parent, One River Asset Management) announced the addition of Jason Cummins to the firm’s Academic and Regulatory Advisory Council. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Mr. Cummins brings a wealth of public and private sector experience to One River’s Advisory Council, having served as both......
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