Search Results for: financial advice

Altafid Launches First Fiduciary Financial Services Marketplace
Finance News

Altafid Launches First Fiduciary Financial Services Marketplace

Fintech News Desk
State-of-the-art digital platform provides direct access to a wide range of financial services from best-in-class global institutions, building a marketplace where different industry players, from custodians to financial planners, interact Firm’s proprietary technology enables greater access, lower fees, and broader availability of products and services for the world’s growing investor......
Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors
Finance News

Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors

Fintech News Desk
Citizens Financial Group, Inc. announced a definitive agreement to purchase select assets and liabilities of Paladin Advisors, an independent, registered investment advisor headquartered in Kensington, New Hampshire. This acquisition strengthens Citizens’ presence in an important geography, while bringing additional investment capabilities to the Clarfeld | Citizens Private Wealth team. Latest......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory
Finance News

Ajay Dhankhar Joins Lazard as a Managing Director in Healthcare Group, Financial Advisory

Fintech News Desk
Lazard Ltd announced that Ajay Dhankhar has joined the firm as a Managing Director in the Healthcare Group within Financial Advisory, effective immediately. Based in New York, Mr. Dhankhar will serve as Global Head of Medical Technology, Diagnostics and Tools. He will also advise clients in other healthcare segments, including......
NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
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......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Solidus Labs Welcomes Former Hong Kong Financial Innovation Regulator, Clara Chiu, As Strategic Advisor
Cryptocurrency News

Solidus Labs Welcomes Former Hong Kong Financial Innovation Regulator, Clara Chiu, As Strategic Advisor

Fintech News Desk
Chiu, who was the architect of Hong Kong’s regulatory framework of virtual assets, will provide advisory support to Solidus Labs which sees increasing growth opportunities in Hong Kong and East Asia Solidus Labs, the leading global crypto-native market integrity and risk monitoring firm, announced it has appointed Clara Chiu, former......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
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