Search Results for: financial investment

Illuminate Financial Secures Strategic Investment from Citi
Finance Investment Services News

Illuminate Financial Secures Strategic Investment from Citi

Fintech News Desk
by Fintech News Desk0
Illuminate Financial, the thesis-driven venture capital investor dedicated to early-stage FinTech and enterprise software companies, today announced a strategic relationship with Citi. Citi joins existing investors Jefferies, J.P. Morgan, Deutsche Börse Group and S&P Global as a limited partner in Illuminate Financial’s venture capital strategy. Latest Fintech News: Aduro Advisors......
Investment Banking Professional Sophea Chau Joins Griffin Financial Group
Banking Investment Services News

Investment Banking Professional Sophea Chau Joins Griffin Financial Group

Fintech News Desk
by Fintech News Desk0
Griffin and its Affiliated Companies Establish Foothold in Boston Griffin Financial Group, a lower middle-market investment bank, announced that Sophea Chau joined the firm as Senior Managing Director, and that the firm will establish a Boston office. Latest Fintech News: Aduro Advisors Announces Acquisition of VMS Fund Administration, Solidifying Its Position as a Leading......
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
by Fintech News Desk0
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.......
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,......
Encap Investments, L.P., Independent Financial, Hilltop Residential Join Village Towers
Finance News

Encap Investments, L.P., Independent Financial, Hilltop Residential Join Village Towers

Fintech News Desk
by Fintech News Desk0
Moody National Companies is pleased to announce that Hilltop Residential will be joining the Village Towers development at Bunker Hill and I-10. Hilltop Residential, a real estate investment firm specializing in the Multifamily space, will occupy 10,760 square feet on the fifth floor of Tower II, with their lease commencing November......
FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services
Finance News

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services

Fintech News Desk
by Fintech News Desk0
Firm Specializes in Serving Leading Investment Management Firms Including Hedge Fund, Private Equity, Venture Capital, and Family Offices FFL Partners (“FFL”), a private equity firm focused on growth investments in tech-enabled business services and healthcare companies, today announced that it has completed a strategic growth investment in Abacus Group (“Abacus,”......
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
by Fintech News Desk0
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......
Compass Financial Technologies and Marex to Collaborate on Digital Asset Investment Solutions
Investment Services News

Compass Financial Technologies and Marex to Collaborate on Digital Asset Investment Solutions

Fintech News Desk
by Fintech News Desk0
Compass Financial Technologies, a Swiss and French based EU regulated index provider and Marex Solutions, Marex’s hedging and investment solutions arm that specialises in customised derivative products, collaborate to offer digital asset investment solutions for institutional investors. Marex will leverage the expertise of Compass which designs BMR compliant crypto indices......
TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years
Fintech Funding News

TFA Tactical Income Fund An Investment Choice Among Financial Advisors During the Worst Stock and Bond Market Seen in Years

Fintech News Desk
by Fintech News Desk0
Tactical Fund Advisors (TFA), a registered investment advisory firm, managing six tactical mutual funds, announced that their TFA Tactical Income Fund is an alternative in today’s down bond market. Latest Fintech News: iClick Interactive Releases Metaverse Livestreaming Mobile App Arohar Bonds were the bull market for the last 40 years, so......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
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