Search Results for: asset and wealth management

GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Finance Fintech News

GoLogiq Signs Definitive Agreement to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a definitive share exchange agreement with Nest Egg Investments, a privately-held company providing a simplified retirement investing app. The all-stock transaction is valued at $30 million. Nest Egg brings to GoLogiq a streamlined mobile solution for......
American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses
Finance News

American Express Launches New Cash Flow Management Hub, Expanding Its Powerful Backing for Small Businesses

Fintech News Desk
by Fintech News Desk0
American Express Business Blueprint provides free cash flow insights and 24/7 access to a suite of digital financial products—all from one place American Express announced the launch of American Express Business Blueprint, the company’s new digital cash flow management hub designed exclusively for small businesses, which features cash flow insights,......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
by Fintech News Desk0
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
B2B Investments Lending News

GoLogiq Sees Strong Synergies With GammaRey And Nest Egg Mergers

Fintech News Desk
by Fintech News Desk0
Combination of GoLogiq’s product offering with GammaRey and Nest Egg to create a uniquely powerful mobile fintech ecosystem for global markets: High margin offerings: eWallet, microlending, and hyper-local delivery platforms can potentially add upwards of 30% gross profit margins at scale. Leverages market-proven Tech Mahindra (TECHM.IN), Comviva eWallet and YABX......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong
Banking News

Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong

Fintech News Desk
by Fintech News Desk0
Dah Sing Bank, Limited and Sun Life Hong Kong Limited, a subsidiary of Sun Life Financial Inc., announced an exclusive 15-year bancassurance partnership in Hong Kong (“Bancassurance Partnership”). Under this Bancassurance Partnership, Sun Life will be the exclusive provider of life insurance solutions to Dah Sing Bank’s 570,000 retail banking customers......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Arch Launches as the First Platform to Provide Single Loans Against Alternative Assets Helping Investors Disadvantaged by Traditional Lending Services
Lending News

Arch Launches as the First Platform to Provide Single Loans Against Alternative Assets Helping Investors Disadvantaged by Traditional Lending Services

Fintech News Desk
by Fintech News Desk0
Backed by Tribe Capital, Castle Island Ventures, Picus Capital, Global Founders Capital, and more, Arch has completed $250,000 in loans pre-launch Arch, the first lending platform to provide a single loan across combined alternative assets, announces its official launch today. With an increase of individual investors holding their wealth in......
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