Tag : Wealth Advisory

Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Fintech News

Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth

GlobeNewswire
by GlobeNewswire0
Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM),  announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and Trecaso,......
Summit Equity Partners Ltd Launches Flagship AegisX System, Pioneering Independent Financial Education and AI-Driven Quantitative Investment Solutions
Analytics Artificial Intelligence Investment Services News

Summit Equity Partners Ltd Launches Flagship AegisX System, Pioneering Independent Financial Education and AI-Driven Quantitative Investment Solutions

GlobeNewswire
by GlobeNewswire0
Summit Equity Partners Ltd, a leading U.S.-based independent financial education and research institution, proudly announces the launch of AegisX 4.0, its cutting-edge, AI-powered quantitative wealth advisory system. This milestone marks a transformative leap in the company’s mission to redefine financial literacy and investment strategy through advanced technology and impartial education.......
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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