Latest News for: New wealth management


Business people: Fort Wayne area hirings and awards

Fort Wayne Journal Gazette 28 Jan 2023
Miller with Reimbold & Miller, a private wealth advisory practice with Ameriprise Financial, were named to the list of Best-in-State Wealth Management Teams published by Forbes ... Financial, was named to the list of Best-in-State Wealth Management Teams published by Forbes.

The Briefcase

Winston-Salem Journal 28 Jan 2023
“These new locations will provide us with an even stronger foothold in the state.” ... Charlotte investment firm names Routh as managing director. New Republic Partners, a Charlotte-based investment management and wealth advisory firm, has hired David Routh as a managing director and member of its executive committee and board of directors.

Charlotte wealth management firm New Republic Partners hires managing director

Business Journal 27 Jan 2023
Charlotte wealth management firm New Republic Partners has tapped a former UNC Chapel Hill executive as managing director and a board member ... .

Atria Wealth Solutions Appoints Kevin Mummau and Brian Bichler as Co-Heads of Atria's Financial Institution ...

Victoria Advocate 26 Jan 2023
He brings more than 25 years of experience in financial services to his new role and previously held various executive positions, including Executive Director of Platform Strategy and Head of Advisor and Marketing Platforms at Morgan Stanley and Chief Information Officer of Wealth Management at Zions Bank.

Local banks nearly double number of wealthy clients

Taipei Times 26 Jan 2023
CTBC Bank Co (中信銀行) ranked first among nine banks approved to offer the new wealth management programs, with 1,303 high-net-worth clients and AUM of NT$128.9 billion, the data showed ... The FSC in 2020 launched new wealth management rules that would allow eligible banks to operate wealth management programs for high-asset customers for three years.

How Goldman Sachs went from apex predator to Wall Street laggard

Economist 26 Jan 2023
... wealth-management ... \nTentacles in a twist\nWith consumer lending in disarray, wealth management growing only slowly and the cultural overhaul going into reverse, the new Goldman Sachs looks a lot like the old Goldman Sachs, albeit with a small, loss-making consumer arm tacked on.

Springfield city manager appoints new marketing, diversity manager

Springfield News-Sun 26 Jan 2023
The appointment comes after the announcement last fall that former deputy city manager Logan Cobbs was departing the city for a new role in Texas. “Karen brings a wealth of knowledge and experience from her extensive work in public service, and we are proud that she’s joined our staff and community,” said Springfield city manager Bryan Heck.

GoLogiq Sees Strong Synergies with GammaRey and Nest Egg Mergers

Eagle-Tribune 26 Jan 2023
This new generation of wealth-builders represents the sharing economy that will be powered by digital banking solutions, such as virtual payments, lending and loyalty program—all which will now be easily accessible and managed by a single, easy-to-use mobile application or embedded finance platform.

Wellspring welcomes six new members to Board of Directors

The Saratogian 26 Jan 2023
— Wellspring recently rang in 2023 by welcoming six new members to its Board of Directors ... All are eager to get to work on the many new projects and goals set for the year ahead ... Among the new Board members with leadership experience is Jessica Niles, a Financial Advisor with Niles Wealth Management of Janney Montgomery Scott.

Enterprise Bancorp, Inc. Announces Fourth Quarter Financial Results

Eagle-Tribune 26 Jan 2023
Our focus on community involvement, outstanding and responsive service, and a strong digital platform provides the foundation to deliver valued products and services including commercial lending, residential mortgages, cash management, and wealth management ... Wealth Management ... Wealth management fees 1,568 1,769 6,533 6,787 ... Wealth Management.

Stocks slip before US economic updates and on earnings worries

Urdu Point 26 Jan 2023
Tom Cahill of Ventura Wealth Management said it was likely that "investors have been caught off-guard at the speed at which stocks have risen" entering into the new year ... - Key figures around 2130 GMT - New York - Dow. UP less than 0.1 percent at 33,743.84 (close) New York - S&P 500. DOWN less than 0.1 percent at 4,016.22 (close) New York - Nasdaq.

Old National Bank debuts new wealth management service for high-net worth people

The Indiana Times 25 Jan 2023
Old National Bank has rolled out a new wealth management business for high-net worth people and institutions ... .

Comerica Bank Promotes Three Executive Leaders to Newly Established Positions

The Galveston Daily News 25 Jan 2023
Sefzik will oversee the revenue teams, including Commercial Bank, Retail Bank, and Wealth Management, as well as Marketing and Customer Experience ... Prior to that, he was regional managing director of Wealth Management for ... The Commercial Bank, The Retail Bank and Wealth Management.

Charlotte investment firm names Routh as managing director

Winston-Salem Journal 25 Jan 2023
New Republic Partners, a Charlotte-based investment management and wealth advisory firm, has hired David Routh as a managing director and member of its executive committee and board of directors ... Rural Hall Town Manager Misty Meadows has abruptly resigned in new upheaval for town.

CRC launches biofuel production

Commonwealth Journal 25 Jan 2023
The refinery is home to several long-time employees, including Kris Gibson, who started working at the refinery at the age of 18 and has since worked his way up to become the General Manager and Vice President of Operations ... This new addition to the team brings a wealth of experience and expertise to the refinery, as it continues to grow and evolve.

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