Tag : wealth management

Apex Fintech Solutions Launches 245 Trading
Fintech News Trading

Apex Fintech Solutions Launches 24/5 Trading

Business Wire
by Business Wire0
Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced the public launch of its 24 hour trading capabilities, five days a week. This further opens up optionality for those clients who do not want to be restricted to traditional US trading......
Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors
Digital Asset Management News

Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors

PR Newswire
by PR Newswire0
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$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......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community
Investment Services News

Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community

PR Newswire
by PR Newswire0
Fintech-driven investment and wealth management platform, moomoo announces, together with its sister platform, the global digitalized investor community is now amassing over 20 million users, making it one of the most well-established platforms for connecting like-minded investors and unlocking more opportunities powered by technology and collective intelligence. Moomoo is an......
Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions
Finance News

Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions

PR Newswire
by PR Newswire0
The deferred fixed annuity solution is designed to help Thrivent clients achieve their long-term financial goals through guaranteed returns Thrivent, a Fortune 500 diversified financial services organization, announced the launch of its Multi-Year Guarantee Annuity (MYGA) product solution. This deferred fixed annuity gives Thrivent clients a flexible solution for today’s......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers
Mortgage News

SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers

PR Newswire
by PR Newswire0
SouthState Bank announced the introduction of a new mortgage option called the “Opportunity Advantage Loan Fund” that is designed to help qualified low-to-moderate income (LMI) potential homebuyers overcome the financial barriers associated with purchasing a primary home. SouthState has allocated a sum of $10 million that will be drawn from over a......
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