Tag : wealth management

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Finance News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture
Banking News

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

Fintech News Desk
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) announced the creation of a new strategic partnership and joint venture: IDB......
AGBA Acquisition Limited Announces Business Combination Agreement with TAG Companies
B2B Fintech News

AGBA Acquisition Limited Announces Business Combination Agreement with TAG Companies

Fintech News Desk
The post-combination combined company is expected to trade on the NASDAQ after closing under the same ticker symbol AGBA Acquisition Limited (“AGBA”) has entered into a business combination agreement with TAG Holdings Limited (“TAG”) and its wholly-owned subsidiaries TAG International Limited (“B2B”), TAG Asset Partners Limited (“B2BSub”), OnePlatform International Limited......
CAIS Appoints Abby Salameh as Chief Marketing Officer
Fintech Investments News

CAIS Appoints Abby Salameh as Chief Marketing Officer

Fintech News Desk
Award-Winning Executive Brings Over 25 Years of Experience in Financial Services and Marketing to Newly Created Position CAIS, the leading alternative investment platform, announced today that Abby Salameh will join as Chief Marketing Officer, effective November 8, to accelerate the company’s business strategy by building on the CAIS brand, value......
Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report
Fintech News

Securities-Based Lending Expected to Grow 20% plus by Year-End, According to New Broadridge Report

Fintech News Desk
Digitization is enabling expansion of SBL to retail wealth Broadridge Financial Solutions, Inc., a global Fintech leader, has published the 2021 Securities-Based Lending Survey Report, reflecting the views of the company’s securities-based lending (SBL) customer base. The customers, representing over $100B in securities-backed lines of credit, project significant growth in the year ahead as......
Associated Bank Announces Leadership Changes
Banking Business News

Associated Bank Announces Leadership Changes

Fintech News Desk
Tim Lau and Denis Hogan to retire; Dennis DeLoye joins executive leadership team with expanded community market focus Associated Banc-Corp announced changes involving its executive leadership and Northeast Wisconsin leadership teams. Timothy J. Lau, executive vice president and head of community markets, has announced his plans to retire from Associated Bank in the......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
iCapital-Network®-Broadens-Accredited-Investor-Access-to-Private-Investments-with-a-Robust-Menu-of-Fund-Offerings
Fintech News

iCapital Network Broadens Accredited Investor Access to Private Investments with a Robust Menu of Fund Offerings

Fintech News Desk
iCapital poised to support the 80% of advisors likely to increase client allocations to private markets iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has launched the AMG Pantheon Fund, LLC, BlackRock Private Investments Fund, Carlyle......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
IDB Bank And Lido Advisors Announce Joint Venture
Finance News

IDB Bank And Lido Advisors Announce Joint Venture

Fintech News Desk
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank and Lido Advisors, LLC announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth.......