Tag : wealth management

Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
by Fintech News Desk0
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
Generational Equity Advises RJS Trading International in its Sale to Private Investor
News Trading

Generational Equity Advises RJS Trading International in its Sale to Private Investor

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client RJS Trading International, LTD to a Private Investor. The transaction closed November 15, 2021. Located in Richmond, British Columbia, RJS Trading International (dba Alamode Home) is a home textile wholesaler. The......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Finance News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture
Banking News

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) announced the creation of a new strategic partnership and joint venture: IDB......
AGBA Acquisition Limited Announces Business Combination Agreement with TAG Companies
B2B Fintech News

AGBA Acquisition Limited Announces Business Combination Agreement with TAG Companies

Fintech News Desk
by Fintech News Desk0
The post-combination combined company is expected to trade on the NASDAQ after closing under the same ticker symbol AGBA Acquisition Limited (“AGBA”) has entered into a business combination agreement with TAG Holdings Limited (“TAG”) and its wholly-owned subsidiaries TAG International Limited (“B2B”), TAG Asset Partners Limited (“B2BSub”), OnePlatform International Limited......
CAIS Appoints Abby Salameh as Chief Marketing Officer
Fintech Investments News

CAIS Appoints Abby Salameh as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Award-Winning Executive Brings Over 25 Years of Experience in Financial Services and Marketing to Newly Created Position CAIS, the leading alternative investment platform, announced today that Abby Salameh will join as Chief Marketing Officer, effective November 8, to accelerate the company’s business strategy by building on the CAIS brand, value......
Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report
Fintech News

Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report

Fintech News Desk
by Fintech News Desk0
Digitization is enabling expansion of SBL to retail wealth Broadridge Financial Solutions, Inc., a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company’s securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as......
Associated Bank Announces Leadership Changes
Banking Business News

Associated Bank Announces Leadership Changes

Fintech News Desk
by Fintech News Desk0
Tim Lau and Denis Hogan to retire; Dennis DeLoye joins executive leadership team with expanded community market focus Associated Banc-Corp announced changes involving its executive leadership and Northeast Wisconsin leadership teams. Timothy J. Lau, executive vice president and head of community markets, has announced his plans to retire from Associated Bank in the......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
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