Search Results for: wealth management

MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors
Finance News

Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors

Fintech News Desk
by Fintech News Desk0
Citizens Financial Group, Inc. announced a definitive agreement to purchase select assets and liabilities of Paladin Advisors, an independent, registered investment advisor headquartered in Kensington, New Hampshire. This acquisition strengthens Citizens’ presence in an important geography, while bringing additional investment capabilities to the Clarfeld | Citizens Private Wealth team. Latest......
Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management
Banking News

Jennifer Hawley Promoted to Banking Officer in Alpine Bank Wealth Management

Fintech News Desk
by Fintech News Desk0
Ouray, Ridgway, Montrose and Delta Colorado client accounts to be in Hawley’s purview Jennifer Hawley has been promoted to the role of banking officer with Alpine Bank Wealth Management, where she will oversee client accounts in Ouray, Ridgway, Montrose and Delta. Jennifer joined the organization in 2019 and is based......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium's UK and International Business
Investment Services News

Morningstar Completes Acquisition of Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Morningstar, Inc., a leading provider of independent investment research, has completed its acquisition of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai from Praemium Limited for £35 million, subject to completion adjustments. Across its U.K. and international business, Praemium offers proprietary, friction-free technology and services that enable advisers to outsource......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Fintech Funding News

CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market

Fintech News Desk
by Fintech News Desk0
CapIntel Announces Partnership with Leading US-Based Asset Management Firm, The Pacific Financial Group CapIntel, a leading financial technology company that improves day-to-day workflow and fund analysis for financial advisors, announced $11.0M USD in Series A financing led by New York-based FinTech Collective, with an additional participation from Fengate Asset Management on behalf of its investor, the......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
by Fintech News Desk0
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
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