Search Results for: relationship management

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......
Pax8 Announces Strategic Relationship and Growth Capital Financing with Global Banking Leader HSBC
Banking Cloud News

Pax8 Announces Strategic Relationship and Growth Capital Financing with Global Banking Leader HSBC

GlobeNewswire
by GlobeNewswire0
Pax8, the leading cloud commerce marketplace, announced that HSBC Innovation Banking will be the company’s primary banking partner. The newly established relationship provides Pax8 with a $50 million line of credit, bolstering the company’s already substantial liquidity position and furthering its growth ambitions. The company notes that they do not......
Bayview Launches Insurance Asset Management Business
Investment Services Mortgage News

Bayview Launches Insurance Asset Management Business

Business Wire
by Business Wire0
New Division to Benefit from Seasoned Leadership and Unique Resources of Bayview Bayview Asset Management (“Bayview”), a leading investment management firm with a 30-year history investing in mortgage and consumer credit, announced the launch of an Insurance Asset Management business. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
Global Survey Shows Wealth Management Ecosystem at Inflection Point
Investment Services News

Global Survey Shows Wealth Management Ecosystem at Inflection Point

Business Wire
by Business Wire0
Uncertainties about the outlook for global growth driving change Client experience and Digital delivery remains top priority Regulatory environment remains top challenge for industry Preference for outsourcing technology development New research from Citi Business Advisory Services, in partnership with Citi Securities Services, released highlights the need to transform business and......
Securian Canada Selects the FINEOS Platform to Expand Disability Management Offering
Fintech InsurTech News

Securian Canada Selects the FINEOS Platform to Expand Disability Management Offering

Business Wire
by Business Wire0
FINEOS Corporation announced that Securian Canada has selected FINEOS for its disability management claims administration software solution. Securian Canada is a leading insurance provider of innovative, life-ready insurance and protection solutions in Canada. The FINEOS claims administration solution is scheduled to go live this fall to support Securian Canada’s short- and long-term disability......
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