Tag : wealth management

Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform
Finance News

Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform

Fintech News Desk
by Fintech News Desk0
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Sergio Kindler, an independent financial advisor with $190 million in total client assets, from LPL Financial. Mr.......
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Fintech News

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Fintech News Desk
by Fintech News Desk0
Apollo announced a first close in its previously announced transaction with Griffin Capital. Apollo has completed the acquisition of Griffin’s wealth distribution business, now part of Apollo Global Wealth. Apollo expects to hold a final close to add Griffin’s individual-investor focused products and associated asset management team in the second......
HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
WesBanco Announces Nashville Area Residential Mortgage Loan Production Office
Mortgage News

WesBanco Announces Nashville Area Residential Mortgage Loan Production Office

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announced that it has continued to successfully execute upon its strategy to seek additional long-term growth opportunities through the opening of a loan production office, initially focused on residential mortgage lending, within the Nashville area. “WesBanco is focused on delivering long-term, sustainable growth to......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
Unifimoney Brings Digital Wealth Management to Jack Henry's Banno Digital Platform
Digital Investment Services News

Unifimoney Brings Digital Wealth Management to Jack Henry’s Banno Digital Platform

Fintech News Desk
by Fintech News Desk0
Community and regional financial institutions can offer accountholders the ability to trade thousands of stocks and ETFs as well as over 70 cryptocurrencies and precious metals Unifimoney Inc. announced that its digital wealth management investment platform is now accessible through Jack Henry’s Banno Digital Platform. The integration enables community and......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
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