Search Results for: asset and wealth management

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
500 Global Brings Policy, Tech and Venture Capital Together for the Next Decade of Innovation
Investment Services News

500 Global Brings Policy, Tech and Venture Capital Together for the Next Decade of Innovation

Business Wire
by Business Wire0
500 Global, one of the world’s most active venture capital firms1, whose portfolio includes notable technology companies including Canva, GitLab, and Grab, announced a new summit bringing together venture capital investors, asset allocators, innovators, and policymakers to discuss a shared future for technology and innovation. The future of venture capital......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption
Artificial Intelligence News

Bain & Company and Microsoft Establish Strategic Partnership to Help Clients Accelerate and Scale AI Adoption

PR Newswire
by PR Newswire0
Bain & Company announced a partnership with Microsoft which will enable Bain’s client businesses to build and deploy new artificial intelligence (AI) applications across their operations faster, more effectively, and at scale. The partnership combines Bain’s multi-disciplinary expertise in strategic business advice, machine learning, application engineering, and Microsoft’s Azure OpenAI service to......
Coinigy Enhanced "Boards" Feature For Crypto Trading Analysis and Visualization
Cryptocurrency News Trading

Coinigy Enhanced “Boards” Feature For Crypto Trading Analysis and Visualization

PR Newswire
by PR Newswire0
Industry-leading trading platform introduces a powerful tool for creating customizable market views and sharing insights Coinigy, the leading provider of crypto trading platforms, is excited to announce the launch of its new and improved “Boards” feature which allows traders to craft tailored perspectives of cryptocurrency markets. This allows for detailed cryptocurrency insights including comprehensive overviews of......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk
Fintech Investment Services News

Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk

Business Wire
by Business Wire0
Schulte Roth & Zabel is proud to announce the addition of Michael Didiuk as a partner in the Investment Management Regulatory & Compliance Group in New York. Latest Fintech Interview : Global Fintech Interview with Mitchell Morrison, CEO and Founder at Eyeballs Financials “Michael brings a wealth of experience and......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
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