Search Results for: financial management

Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group
Investment Services News

SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group

PR Newswire
by PR Newswire0
SVB Financial Group announced that it has completed the sale of its investment banking business, SVB Securities LLC (now named Leerink Partners LLC), to the management team bidder group led by Jeff Leerink, Leerink Partners’ Chief Executive Officer and Founder, and backed by funds managed by The Baupost Group L.L.C.......
Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management
Artificial Intelligence Finance News

Genpact Integrates riskCanvas with Amazon Bedrock for Advanced AI in Financial Crime Management

PR Newswire
by PR Newswire0
Integration of Amazon Bedrock into Genpact’s riskCanvas financial crime risk management suite to drive value across clients, including Apex Fintech Solutions Genpact, a global professional services firm focused on delivering outcomes that transform businesses, expanded its relationship with Amazon Web Services, Inc. (AWS) to transform financial crime risk operations, leveraging......
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......
OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics
Fintech News

OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics

Business Wire
by Business Wire0
OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, announced several key innovations designed to increase end-user speed to insights across Financial Performance Management, Operational Planning & Analytics and Forecasting processes at its 2023 Splash Berlin Global User Conference and Partner Summit.......
NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI
Digital Payments News

NICE Actimize Announces Financial Crime Risk Management Roadshow Discussing FRAML in the Era of Generative AI

Business Wire
by Business Wire0
Roundtable discussions will address technology trends influencing financial institutions’ long-term planning, including the impact of instant payments on Fraud and AML NICE Actimize, a NICE business, announced the launch of its informative Financial Crime & Compliance Risk Management Roadshow that will travel across five key U.S. cities throughout the fall season.......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
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