Search Results for: investment strategies

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......
Impruvu Establishes Itself As the Go-to for Business Funding
Business Fintech Funding News

Impruvu Establishes Itself As the Go-to for Business Funding

Fintech News Desk
by Fintech News Desk0
Your financial improvement solutions Impruvu will continue to help aspiring entrepreneurs and businesses in growing their business. CEO Damon Aleczander said “Impruvu is revolutionizing the business funding industry.” Damon Aleczander said though Impruvu is comparatively a new company, it has established its aura in client servicing. Emerging as one of the......
Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office
Investments News

Wilmington Trust Adds Mark Maggioncalda as Senior Wealth Advisor to Radnor Office

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said that Mark Maggioncalda has been hired as a senior wealth advisor in its Radnor, PA, office. In his new role, Maggioncalda will be responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, entrepreneurs, business owners, and......
BGL Announces the Sale of Outdoor Edge Cutlery Corporation
Capital Markets Fintech News

BGL Announces the Sale of Outdoor Edge Cutlery Corporation

Fintech News Desk
by Fintech News Desk0
Brown Gibbons Lang & Company (BGL) is pleased to announce the sale of Outdoor Edge Cutlery Corporation (Outdoor Edge), to Revo Brand Group, the parent company of Real Avid. Revo Brands operates in partnership with Vertikal Brands, a holding company established by Clearview Capital. The specific terms of the transaction were not......
FTFT Announces Ola J. Lind As New Chief Strategy Officer
Fintech News

FTFT Announces Ola J. Lind As New Chief Strategy Officer

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (“hereinafter referred to as “Future FinTech”, “FTFT” or “the Company”), a leading blockchain-based e-commerce business and a fintech service provider, announced that it has appointed Mr. Ola J. Lind as Chief Strategy Officer of FTFT and the Chief Executive Officer of the Company’s subsidiary, FTFT Capital Investments LLC (“FTFT Capital”).......
MUFG Hires Kimberly Boulmetis To Lead U.S. Financial Institution Coverage For Debt Capital Markets Group
Capital Markets Finance Fintech News

MUFG Hires Kimberly Boulmetis To Lead US Financial Institution Coverage For Debt Capital Markets Group

Fintech News Desk
by Fintech News Desk0
Ms. Boulmetis to focus on delivering group’s capabilities to investment-grade issuers Mitsubishi UFJ Financial Group announced the hiring of Kimberly Boulmetis as a Managing Director and Head of U.S. Financial Institutions for the Debt Capital Markets group. Latest Fintech Insights: Red Dot Payment Selects Radar Payments By BPC To Take On Global......
Regions Financial Closes On Its Acquisition Of Clearsight Advisors
Banking Fintech News

Regions Financial Closes On Its Acquisition Of Clearsight Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition further enhances Regions’ specialty capabilities for business clients. Regions Financial Corp., the parent company of Regions Bank, on Tuesday announced it has completed its acquisition of Clearsight Advisors, Inc. The acquisition expands Regions’ mergers-and-acquisitions (M&A) advisory capabilities into the technology industry. Latest Fintech Insights: CellPoint Digital Secures $25 Million Investment To Boost......
Best’s Commentary: Changes To China’s Solvency Framework Credit Positive For Insurance Market
Fintech InsurTech News

Best’s Commentary: Changes To China’s Solvency Framework Credit Positive For Insurance Market

Fintech News Desk
by Fintech News Desk0
AM Best expects the revised quantitative and qualitative requirements under the China Risk-Oriented Solvency System Phase II (C-ROSS Phase II) to have significant impacts on the various insurance market segments. Latest Fintech Insights: Texas Partners Bank Partners with Legacy Mutual Mortgage “AM Best views these changes to be credit positive as they......
Dr. Dennis Noss Is Recognized By Continental Who's Who
Fintech News

Dr. Dennis Noss Is Recognized By Continental Who’s Who

Fintech News Desk
by Fintech News Desk0
Dr. Dennis Noss, MSc., Enrolled IRS Agent and Managing Principal of Cayman Capital Management, Inc, is being recognized by Continental Who’s Who as a Distinguished Executive for his unique work with Retirement Strategies that Minimize Federal Taxation while Maximizing Leveraged Income to Increase Net Worth, and with strategies that can Delay......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
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