Tag : investment program

The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services
Finance News

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services

Fintech News Desk
by Fintech News Desk0
Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, and Wescom Credit Union (Wescom) announced that Wescom Financial Services (WFS) will transition its broker-dealer services to CFS under a dual program......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Agrotools Finalizes $21 Million Funding Round with a Focus on Expansion and Acquisitions
Fintech Funding News

Agrotools Finalizes $21 Million Funding Round with a Focus on Expansion and Acquisitions

Fintech News Desk
by Fintech News Desk0
Offering the largest digital agribusiness platform, this funding will accelerate Agrotools’ expansion of its global business presence and acquisition of talent and as the BigTech leader in the AgTech sector. Agrotools, a leading technology and intelligence company for agribusiness, announced it has raised $21 million USD (BRL 100 million) in......
Accenture Launches Project Spotlight, a New Approach to Venture Capital
Capital Markets Fintech Investment Services News

Accenture Launches Project Spotlight, a New Approach to Venture Capital

Fintech News Desk
by Fintech News Desk0
Accenture has launched a new immersive engagement and investment program targeting emerging technology software startups to help fill strategic innovation gaps for the Global 2000. Called Project Spotlight, the exclusive Accenture Ventures program represents a new approach to engaging with the global software startup community. Read More: New Study Finds 70%......
Nasdaq Announces Retirement of Chief Financial Officer Michael Ptasznik
Fintech Investment Services News

Nasdaq Announces Retirement of Chief Financial Officer Michael Ptasznik

Fintech News Desk
by Fintech News Desk0
Appoints Controller and Chief Accounting Officer Ann Dennison as CFO Nasdaq announced that Michael Ptasznik has decided to retire from his position as Chief Financial Officer effective February 28, 2021. Ptasznik will be succeeded by Ann Dennison, Nasdaq’s Senior Vice President, Controller and Chief Accounting Officer. Dennison will assume the......
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