Tag : Wealth Advisory

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion
Banking News

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion

Fintech News Desk
by Fintech News Desk0
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management Fieldpoint Private, the fast-growing private banking and wealth advisory firm serving entrepreneurs, families, and institutions, announced its expansion into the Atlanta, Georgia market. The full-service office, located in the heart of Midtown (1075 Peachtree St.), adds to the......
BlackRock-Completes-Acquisition-of-Aperio
Business Fintech News

BlackRock Completes Acquisition of Aperio

Fintech News Desk
by Fintech News Desk0
BlackRock, Inc. has completed the acquisition of Aperio, a pioneer in customizing tax-optimized index equity separately managed accounts (SMAs), from Golden Gate Capital and Aperio employees. The combination expands the breadth of BlackRock’s personalization capabilities via tax-managed strategies across factors, broad market indexing, and investor ESG preferences. Read More:  Tuvalu......
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