Tag : wealth management

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
Investment Services News

CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union

PR Newswire
by PR Newswire0
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of West-Aircomm Federal Credit Union (West-Aircomm). The Pennsylvania-based financial institution serves 21,000 members with more than $322 million in......
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
Finance News

CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union

PR Newswire
by PR Newswire0
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal Credit Union. Clearview serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania. Clearview......
Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community
Investment Services News

Moomoo and Its Sister Brand Connect 20 Million Users with the Interactive Investing Community

PR Newswire
by PR Newswire0
Fintech-driven investment and wealth management platform, moomoo announces, together with its sister platform, the global digitalized investor community is now amassing over 20 million users, making it one of the most well-established platforms for connecting like-minded investors and unlocking more opportunities powered by technology and collective intelligence. Moomoo is an......
Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions
Finance News

Thrivent Adds a new Multi-Year Guarantee Annuity to its Broad Portfolio of Financial Products and Solutions

PR Newswire
by PR Newswire0
The deferred fixed annuity solution is designed to help Thrivent clients achieve their long-term financial goals through guaranteed returns Thrivent, a Fortune 500 diversified financial services organization, announced the launch of its Multi-Year Guarantee Annuity (MYGA) product solution. This deferred fixed annuity gives Thrivent clients a flexible solution for today’s......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers
Mortgage News

SouthState Invests $10 million in Forgivable Second Mortgage Fund to Aide Homebuyers

PR Newswire
by PR Newswire0
SouthState Bank announced the introduction of a new mortgage option called the “Opportunity Advantage Loan Fund” that is designed to help qualified low-to-moderate income (LMI) potential homebuyers overcome the financial barriers associated with purchasing a primary home. SouthState has allocated a sum of $10 million that will be drawn from over a......
J.P. Morgan Private Bank Introduces South and Midwest Regions
Banking News

J.P. Morgan Private Bank Introduces South and Midwest Regions

PR Newswire
by PR Newswire0
Accelerating business and advisor growth prompts addition of new leadership J.P. Morgan Private Bank announced the addition of the South and Midwest Regions to increase the business’s dedicated regional leadership, encourage talent mobility, and position the Private Bank for significant continued growth. The two new divisions are part of the......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors
Finance News

OneSeven Empowers Growth with Acquisition of TruClarity Wealth Advisors

Business Wire
by Business Wire0
OneSeven, a trailblazing wealth management firm specializing in supporting advisors with life-changing opportunities, announced the successful acquisition of TruClarity Wealth Advisors, a renowned registered investment adviser (RIA) managing over $690 million in Assets Under Management (AUM). This strategic move bolsters OneSeven’s diverse advisor base and brings a highly talented group......
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services
Finance News

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services

Business Wire
by Business Wire0
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Red River Credit Union (RRCU), a premier financial institution with more than $1.3 billion in assets, to......
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