Tag : financial professionals

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
by Business Wire0
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
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......
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......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
TD Bank Survey Reveals Widespread Impact of Inflation
Banking News

TD Bank Survey Reveals Widespread Impact of Inflation

PR Newswire
by PR Newswire0
4 out of 5 consumers’ spending habits were impacted by inflation, leading many to seek relief through savings and rewards TD Bank, America’s Most Convenient Bank announced the findings of its annual 2023 Consumer Spending Index, revealing that 4 out of 5 consumers have had their spending habits impacted by......
Invest Inc. Amplifies its Offerings with AI-Driven Analyst Tool and the Leadership of Jas Mathur
Digital Investment Services News

Invest Inc. Amplifies its Offerings with AI-Driven Analyst Tool and the Leadership of Jas Mathur

PR Newswire
by PR Newswire0
Tapping into the evolving digital landscape of the investment industry, Invest Inc. is charting new territories with an array of transformative initiatives. Spearheaded by the strategic direction of their newly appointed CEO, Jas Mathur, the firm is set to elevate the investment research experience for its users with the creation of an......
dxFeed Integrates Indices into Refinitiv, Enabling Wider Access and Enhanced Financial Insights
Cryptocurrency Finance News

dxFeed Integrates Indices into Refinitiv, Enabling Wider Access and Enhanced Financial Insights

PR Newswire
by PR Newswire0
dxFeed, a leading market data solutions and index management provider for the global financial industry, both traditional and crypto, announced integrating its comprehensive range of indices into the Refinitiv platform. This integration marks a significant milestone in dxFeed’s journey to improve accessibility and insights for financial professionals and investors worldwide. As part of......
Defi Steward, Superfluid Introduce Real-Time Crypto AUM Billing For RIAs
Cryptocurrency DeFi Digital Asset Management News

Defi Steward, Superfluid Introduce Real-Time Crypto AUM Billing For RIAs

PR Newswire
by PR Newswire0
Defi Steward, a leading decentralized finance and digital asset platform for investment advisors, announces a potentially game-changing partnership with real-time finance protocol Superfluid. This collaboration will empower SEC-Registered Investment Advisers (RIAs) to collect real-time streaming asset under management (AUM) fees on client crypto assets. After successfully offering monthly streaming fee capabilities on......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
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