Tag : client assets

J.P. Morgan Private Bank Introduces South and Midwest Regions
Banking News

J.P. Morgan Private Bank Introduces South and Midwest Regions

PR Newswire
by PR Newswire0
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......
Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon
Finance News

Inspire Advisors Welcomes Financial Advisor Managing Over $40 Million In Client Assets in Oregon

Fintech News Desk
by Fintech News Desk0
Inspire Advisors celebrates their 3rd advisor transition this year who desires to center their practice around their faith “Seek the Kingdom of God above all else, and live righteously, and he will give you everything you need”. This bible verse was quoted when Inspire Advisors, a Christian-focused registered investment advisor, asked......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
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