Tag : Investment Advisory

Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0149
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management
Finance News

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Fintech News Desk
by Fintech News Desk0161
WSFS Financial Corporation has completed the merger and brand conversion of Cypress Capital Management and West Capital Management and has renamed the combined entity Bryn Mawr Capital Management, LLC, effective January 1, 2023. Bryn Mawr Capital Management is registered as an investment advisor with the U.S. Securities and Exchange Commission......
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
Finance Investment Services News

New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today

Fintech News Desk
by Fintech News Desk0151
To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm,  released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0226
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0367
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
by Fintech News Desk0306
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
Mesirow Selected to Join Farm Credit Dealer Group
Finance Fintech Funding News

Mesirow Selected to Join Farm Credit Dealer Group

Fintech News Desk
by Fintech News Desk0331
Firm joins premier group of Bond Dealers and Banks selected to support the financial needs of rural communities and U.S. agriculture Mesirow, an independent, employee-owned financial services firm, announced that the firm has been selected as the newest member in the Bond and Designated Discount Note Selling Groups of the......
Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management
Investments News

Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0309
Voya Investment Management, the asset management business of Voya Financial, Inc., has completed its previously announced acquisition of the investment advisory business and certain other assets of small-cap growth specialist Tygh Capital Management (TCM). “I’d like to welcome the entire TCM team to Voya” Founded in 2004 in Portland, Oregon, TCM......
TomoCredit Raises $7 Million in Seed Funding to Open Access to Credit for “Cash Rich, Credit Poor” Individuals and Help Build and Boost Credit Scores
Banking Business Fintech Investment Services News Risk Management

TomoCredit Raises $7 Million in Seed Funding to Open Access to Credit for “Cash Rich, Credit Poor” Individuals and Help Build and Boost Credit Scores

Fintech News Desk
by Fintech News Desk0381
Barclays and KB Investment invest in credit card startup that approves first-time borrowers such as international students and young adults, based on real-time cash flow, not credit score TomoCredit, a fintech startup offering a credit card designed to build credit history for first-time borrowers, today announced a $7 million seed......
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