Tag : wealth management

LPL Financial Welcomes Elite Financial Network
Finance News

LPL Financial Welcomes Elite Financial Network

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Elite Financial Network has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. The large enterprise reported to LPL that it served approximately $1 billion in advisory, brokerage and retirement plan assets,* and joins LPL from Securities America, part of the Advisor......
Cetera Attracts Nearly $50 Billion In 2021
Finance News

Cetera Attracts Nearly $50 Billion In 2021

Fintech News Desk
by Fintech News Desk0
Results rank Cetera among top broker dealers in 2021 business development; Female financial professionals joining Cetera in record numbers, aligned with focus on recruiting diverse talent Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it attracted approximately $50 billion through its business development efforts in 2021,......
Creative Planning Acquires Reilly Financial Advisors
Finance News

Creative Planning Acquires Berno Financial Management

Fintech News Desk
by Fintech News Desk0
Cincinnati, Ohio Firm Has Over $300 Million in AUM Creative Planning Inc., one of the nation’s largest Registered Investment Advisers, announced the acquisition of Berno Financial Management, which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP in 1993 and has helped......
MAI Capital Management Acquires Monarch Business & Wealth Management
Investments News

MAI Capital Management Acquires Monarch Business & Wealth Management

Fintech News Desk
by Fintech News Desk0
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division 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 New York Based......
First Republic Bank Names Mike Roffler Acting Co-CEO
Banking News

First Republic Bank Names Mike Roffler Acting Co-CEO

Fintech News Desk
by Fintech News Desk0
Hafize Gaye Erkan Resigns from First Republic to Pursue Other Opportunities; Korn Ferry Engaged for Continued CEO Succession Planning First Republic Bank, a leading private bank and wealth management company, announced that its Board of Directors has named Mike Roffler Acting Co-CEO of the Company and appointed him to the Company’s......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
iCapital Network Announces Latest Funding Round Led by WestCap
Finance News

iCapital Network Announces Latest Funding Round Led by WestCap

Fintech News Desk
by Fintech News Desk0
New investor Apollo is the latest preeminent alternatives manager to make strategic investment, highlighting iCapital’s global leadership in facilitating access to alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has closed......
Montfort AG Opens Its Regulated Digital Assets Trading Platform
Digital Asset Management Fintech News Trading

Montfort AG Opens Its Regulated Digital Assets Trading Platform to the Public

Fintech News Desk
by Fintech News Desk0
The new trading platform allows investment and wealth management companies to transcend the limits of traditional business models with the help of blockchain technology and is available in over 50 jurisdictions Monfort AG, FinTech company offering products and services for the investment and digital assets sector, announced that its flagship......
Hywin Wealth Appoints CTO to Accelerate Digital Transformation
Finance News

Hywin Wealth Appoints CTO to Accelerate Digital Transformation

Fintech News Desk
by Fintech News Desk0
Hywin Holdings Ltd., a leading independent wealth management service provider in China, announced the appointment of Mr. Zhu Hua as Chief Technology Officer to accelerate the digital transformation of the Company, effective immediately. Mr. Zhu is a renowned technology leader in China’s financial services industry, and previously worked at Microsoft,......
Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology
Digital Lending News

Wintrust Financial Launches New, Streamlined Securities-Based Lending Solution with Supernova Technology

Fintech News Desk
by Fintech News Desk0
Supernova Technology announces a partnership with Wintrust Financial Corporation for their new wealth lending solution, the Wintrust Premier Investment Credit Line. Supernova Technology is a Chicago-based FinTech company that is a leader in the industry with securities-based lending (SBL) technology. “As Wintrust continues to advance a holistic approach to advising......
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