Search Results for: manage clients

Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
by Fintech News Desk0
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Visa Welcomes Jeff Navarro as Country Manager for the Philippines and Guam
Digital Payments News

Visa Welcomes Jeff Navarro as Country Manager for the Philippines and Guam

Fintech News Desk
by Fintech News Desk0
Visa, the world’s leader in digital payments, is pleased to announce the appointment of Jeff Navarro as its new Country Manager for the Philippines and Guam, succeeding Dan Wolbert, who has moved to a new role in Visa’s North American operations. Jeff is a seasoned leader who is passionate about......
InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients
Finance News

InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients

Fintech News Desk
by Fintech News Desk0
NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs of HNW individuals with added user journeys and AI-driven personalization InvestCloud, the global leader in digital transformation for the financial industry, announces 80 new features to its digital planning tool NaviPlan,......
First Foundation Inc. a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors
Banking News

First Foundation Bank Appoints Emari Hunn Vice President, Branch Manager of First Foundation Bank of its Honolulu Location

Fintech News Desk
by Fintech News Desk0
Hunn’s appointment comes as First Foundation Bank proudly marks its seventh year in Honolulu First Foundation Inc. a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today the appointment of Emari Hunn as Vice President, Branch Manager at the bank’s Honolulu, Hawaiʻi......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C
Digital Asset Management News

Fairlight Asset Management Optimizes Front-to-Back Operations with SS&C

Fintech News Desk
by Fintech News Desk0
Australia’s equity manager is the latest firm to join 50+ asset managers leveraging Eze Eclipse in APAC SS&C Technologies Holdings, Inc. announced that Fairlight Asset Management, a Sydney, Australia–based global equity manager, has selected Eze Eclipse as its front-to-back investment management platform. The emerging asset manager is the latest firm to join over......
Valour Crypto Products and ETPs Available to Clients of Major German Banks, Comdirect and Onvista
Cryptocurrency News

Valour Crypto Products and ETPs Available to Clients of Major German Banks, Comdirect and Onvista

Fintech News Desk
by Fintech News Desk0
Valour, Comdirect and Onvista have agreed to introduce Valour as a provider of crypto products for retail clients in Germany Comdirect and Onvista customers will have access to Valour’s entire range of crypto ETPs including Valour Bitcoin Zero and Valour Ethereum Zero, which both have a zero management fees Valour Inc.......
A Valour Inc. first Partnership with German broker justTRADE to introduce Valour Crypto Products and ETPs to retail and institutional clients
Cryptocurrency News

A Valour Inc. first Partnership with German broker justTRADE to Introduce Valour Crypto Products and ETPs to Retail and Institutional Clients

Fintech News Desk
by Fintech News Desk0
Valour and justTRADE have agreed to a marketing cooperation which will introduce Valour as a provider of crypto products for justTRADE clients in Germany justTRADE is operating the online brokerage platform “justtrade.com” through which it is offering brokerage services to its institutional and retail clients. Valour Inc. a technology company bridging......
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