Search Results for: wealth manager
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
Caliber Announces Expansion of Capital Markets Initiatives
Hires Skyway Capital Markets for Managing Dealer Services CaliberCos Inc., a leading vertically integrated alternative asset manager, announced it has engaged with Skyway Capital Markets, which is serving as the exclusive managing broker dealer for the primary investment products in Caliber’s funds marketed by Caliber’s internal wholesale team to the......
“Fintech Ascend: Unveiling The Top 20 Influencer Marketing Software Of 2023”
“A Brand Is No Longer What We Tell The Consumer It Is — It Is What Consumers Tell Each Other It Is.” — Scott Cook What’s hot in the market? Behold, the luminary known as influencer marketing! Influencer marketing is currently a popular technique of online marketing. It has been......
Actionable Business Insights via upSWOT Now Standard on the Alkami Digital Banking Platform
Fintech partnership empowers financial institutions to level up small business financial wellness Alkami Technology, Inc., a leading cloud-based digital banking solutions provider for banks and credit unions in the U.S., and upSWOT, a leading fintech platform that connects business applications for integrated data analysis and insight, have expanded their partnership by making upSWOT’s......
Crypto.com Obtains Major Payment Institution Licence from Monetary Authority of Singapore
Latest Milestone Continues to Build Momentum for Crypto.com in Singapore Crypto.com announced that it has received its Major Payment Institution (MPI) licence for Digital Payment Token (DPT) services from the Monetary Authority of Singapore (MAS). This announcement follows Crypto.com receiving its in-principle approval from MAS in June 2022. With this licence, Crypto.com can continue......
J.P. Morgan Private Bank Introduces South and Midwest Regions
Accelerating business and advisor growth prompts addition of new leadership J.P. Morgan Private Bank announced the addition of the South and Midwest Regions to increase the business’s dedicated regional leadership, encourage talent mobility, and position the Private Bank for significant continued growth. The two new divisions are part of the......
Aleph Zero Partners With University of Nicosia to Advance Blockchain Technology and Education
Aleph Zero, the highly scalable blockchain platform with zero-knowledge privacy, is delighted to announce a partnership with the University of Nicosia(UNIC), the first university to accept Bitcoin as a form of tuition and first institution to offer master’s degree in blockchain and digital currencies. This collaboration aims to fortify the blockchain......
ACHWorks and Onyx IQ Partner to Power the Future of Simply Funding
Simply Funding, a premier provider of Merchant Cash Advance services, selects Onyx IQ, the leading funding management solution for the MCA space, because, “Onyx provides the whole package and integrates with the partners who matter most to us,” says Jacob Kleinberger, Head of Operations at Simply Funding. “The fact that they were......