08/07/2023
Combining Green Dot’s products and technology with their customer focus will allow them to further their mission of providing more products, more options, and lower service fees.
08/04/2023
The acquisition was announced on 14 June 2023 and has now received US merger control and South Dakota regulatory approvals.
08/04/2023
Powell Financial Partners, an independent wealth management company with offices in Georgetown, Texas, has been purchased by Cetera Financial Group, the financial advisor and wealth hub.
08/02/2023
The company now underwrites cyber, transactional liability, political risk, political violence, environmental liability, financial institutions, and professional liability.
08/01/2023
The majority investment will be used to launch an equity ownership program and beef up RFG’s talent across multiple functions.
08/01/2023
Changing market and regulatory environments have reduced the tax-efficiency benefits of corporate class structures in Canada.
08/01/2023
This partnership aims to provide innovative solutions that address the evolving needs of wealth management professionals seeking enhanced risk management strategies in an elevated-risk environment.
08/01/2023
NewEdge Advisors, NewEdge Wealth Divisions on Track to Exceed Last Year's Record Results
08/01/2023
The Fund seeks to invest in quality domestic small cap companies with durable business models and enduring growth.
08/01/2023
The ICE risk matching auction, which matches buyers and sellers of the same corporate bond or list of bonds to determine the best price for the transaction, was reworked and went live in recent months after years of being dormant.
07/31/2023
Unite Here raised specific concerns about investments in Brookfield Property Partners
07/31/2023
Woodstream, the largest independent pest & animal control platform in North America
07/31/2023
This year the regional bank scooped up the failed Signature Bank’s deposits and lured six private banking teams formerly with First Republic Bank.
07/31/2023
KPMG Pulse of Fintech – H1’2023
07/28/2023
The firm’s overall reported revenues increased from $2,008.4 million to $2,406.9 million
07/28/2023
Across the group, total operating expenses in Q2 2023 increased 2% to $2.3 billion
07/27/2023
Barry C. Wheeles of Sound Income Strategies to Also Lead Roundtable
07/27/2023
They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, which enables advisors to grow their business according to their vision.
07/26/2023
To date, funds managed and advised by Apera have made 60 investments in companies, mostly in the information technology, healthcare, consumer discretionary, and financial sectors.
07/26/2023
Builds on State Street’s 30 year history of innovation in the ETF space