Tag : wealth management

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth
Finance News

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth

Business Wire
by Business Wire0
New appointments and additions to the team support its business imperative of empowering advisor success Bluespring Wealth Partners, LLC (Bluespring), an industry-leading acquirer and partner of best-in-class wealth management firms, announced several changes and additions to its leadership team, designed to support the organization’s mission of empowering growth for best-in-class wealth......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
SIGNiX Introduces Compliance Lock: Elevating Digital Signature Verification and Regulatory Assurance
Compliance management News

SIGNiX Introduces Compliance Lock: Elevating Digital Signature Verification and Regulatory Assurance

Business Wire
by Business Wire0
Shaping the Future of Digital Compliance Monitoring for Financial Firms SIGNiX, a leading provider of secure and compliant digital signature solutions, launched Compliance Lock, a cutting-edge tool to assist broker-dealers and RIAs in preventing fraud by monitoring and ensuring the authenticity of digital signatures, and bolstering compliance measures. In today’s......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
by PR Newswire0
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
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