Tag : wealth management

Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance News

OneVest Raises $17 Million and Launches Wealth-as-a-Service Platform

Business Wire
by Business Wire0
OneVest enables banks, wealth managers, asset managers, and other financial institutions to deploy digital capabilities across the enterprise Wealth-as-a-Service platform, OneVest, announced CAD$17M in Series A funding as it aims to dramatically improve the wealth management experience for both financial institutions and their customers. The round, which is led by......
Apex Fintech Solutions Launches 245 Trading
Fintech News Trading

Apex Fintech Solutions Launches 24/5 Trading

Business Wire
by Business Wire0
Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced the public launch of its 24 hour trading capabilities, five days a week. This further opens up optionality for those clients who do not want to be restricted to traditional US trading......
Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors
Digital Asset Management News

Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors

PR Newswire
by PR Newswire0
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
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......
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