Tag : wealth management

SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
Featured Fintech Recommended

Money 20/20- Fintech Event

Fintech Staff Writer
by Fintech Staff Writer0
Money20/20- A closer look No other program comes close to Money20/20 when it comes to discussing the future of money. Each year, hundreds of experts in the fields of financial technology, payments, and services convene at the Money20/20 conferences conducted in Asia, Europe, and the United States. The Money20/20 conference......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California
Finance Fintech News

First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California

PR Newswire
by PR Newswire0
First Citizens Wealth launched a new wealth advisory business with a team of advisors across Southern California to better serve individuals, families, and institutions in growing, managing, and preserving their wealth. Led by regional executive Art Saldivar, a financial services veteran, the Southern California team consists of seven experienced financial professionals working from three......
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