Search Results for: financial management

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Boston Financial Investment Management Announces New Chief Credit Officer
Investment Services News

Boston Financial Investment Management Announces New Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
Boston Financial Investment Management announced that the company’s Chief Credit Officer, Jim Dailey, will be retiring from the firm in June. Noreen Short will join the firm as Deputy Chief Credit Officer on February 7, 2022, and she will assume the Chief Credit Officer role upon Mr. Dailey’s departure. “Jim is admired......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
by Fintech News Desk0
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community
Digital Asset Management Finance News

The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community

Fintech News Desk
by Fintech News Desk0
The 12-Week Study Aims to Identify the Most Effective Sales Strategies for B-to-B Communication in a Virtual Hybrid Environment The Kelley Group, a leading provider of training and coaching to the financial services industry, is calling for participants from the asset management community to take part in a study on......
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......
Fidelity National Financial Announces Executive Management Transition
Fintech News

Fidelity National Financial Announces Executive Management Transition

Fintech News Desk
by Fintech News Desk0
– Mike Nolan to Be Appointed Chief Executive Officer – – Randy Quirk to Be Appointed Executive Vice-Chairman of the Board of Directors – Fidelity National Financial, Inc., a leading provider of title insurance and transaction services to the real estate and mortgage industries and a leading provider of annuity and......
Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available
Banking Fintech News

Ready or Not: Regions Next Step Survey Takes Financial Pulse of Americans; Free Money-Management Tools Available

Fintech News Desk
by Fintech News Desk0
Regions Next Step provides free tips and tools to help people financially prepare for the new year and beyond. Regions Bank on Wednesday announced the results of a new survey that finds Americans feel financially unprepared for the year ahead. But there is good news, too: free resources are available to......
Potomac Fund Management Pays for Staff to Get Personal Financial Advice
Finance Fintech Funding News

Potomac Fund Management Pays for Staff to Get Personal Financial Advice

Fintech News Desk
by Fintech News Desk0
The latest in a series of new employee benefits, the firm has now added financial advice and tax services to its list of employee perks Potomac Fund Management, Inc., an investment strategist firm for financial advisors, rolled out a new employee benefit that covers the cost for employees to get......
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