Latest News for: New wealth management


Mid Oregon Credit Union New Old Mill Branch Going Up

Cascade Business News 13 Jun 2024
As part of the new facility, Mid Oregon’s executive leadership, wealth management, commercial services, and several back-office departments will relocate, providing much-needed space for the credit union’s growing staff of 150.

Gee Heavy Machinery Welcomes Tim Cantu as New Sales Manager

Longview News-Journal 13 Jun 2024
WEST SACRAMENTO, Calif., June 13, 2024 /PRNewswire/ -- Tim Cantu has joined Gee Heavy Machinery as our new Sales Manager. Tim brings with him a wealth of experience and a proven track record in the industry, making him an excellent ....

Wealth manager to appoint new chief financial officer

The Business Desk 13 Jun 2024
Wealth management firm St James’s Place has announced the appointment of a new chief financial officer ... The company currently manages £168.2bn on behalf of 958,000 clients ... Paul Manduca, chair of St. James’s Place, said ... Craig Gentle said ... .

Morgan Stanley to introduce AI-powered wealth management in Australia

Cryptopolitan 12 Jun 2024
It has also recently named Jed Finn as the new head of the $4.8 trillion global wealth management division in November, highlighting the firm’s commitment to boosting its leadership and expertise in this area.

Club insider claims West Ham are considering signing English goalkeeper

Caughtoffside 12 Jun 2024
Lopetegui’s appointment as the new West Ham manager marks a significant shift for the club, bringing in a tactician with a wealth of experience at both club and international levels.

AMP Announces Partnership With Heartland Bank To Offer Term Deposits

Scoop 11 Jun 2024
AMP Wealth Management NZ becomes the first of New Zealand’s large, non-bank KiwiSaver providers to offer term deposits ... .

Santander reveals new regional corporate MD

The Business Desk 11 Jun 2024
In his new role, Kew will lead a team of relationship directors and relationship managers for corporate clients across the East of England & East Midlands, working with businesses with turnovers from £15m in a range of sectors.

Hardy Begins New Role at Pin Oak Stud

Bloodhorse 10 Jun 2024
Pin Oak Stud announced the appointment of Michael Hardy as the new Director of Farm Operations and Property. Hardy, formerly Head of Sales at Goffs in Ireland and General Manager of Margaux Farm, brings a wealth of experience to his new role ... .

Cashless payments even more accessible with BOV mobilePOS

The Malta Independent 10 Jun 2024
This new technology promises to revolutionise the ... "With BOV mobilePOS, we are ushering in a new era of digital payments," said Simon Azzopardi, Chief Personal and Wealth Management at Bank of Valletta.

City briefs: Surgical Innovations and Powerhouse Energy Group

The Business Desk 10 Jun 2024
Chris brings a wealth of experience in growing and improving business performance, managing change, implementing new systems, and developing high-performing teams.

Lauren Connelly Joins Vestor Capital as Wealth Management Advisor

ACCESSWIRE 10 Jun 2024
Vestor helps high net worth individuals and families, business owners and senior executives manage and grow their wealth through a combination of long-term planning, integrity in execution, and consistent follow-through.

These tax strategies can be a ‘silver lining' after a prolonged job layoff, advisor says

NBC Bay Area 08 Jun 2024
... lower federal income tax bracket, which could present opportunities for future tax savings, said certified financial planner Jaime Quinones with Stockade Wealth Management in Marlboro, New Jersey.

Fidelity Strengthens ETF Market Hold With Revenue-Sharing Agreements

CoinGape 08 Jun 2024
... agreements with several ETF managers ... Andrew Beer, co-founder of DBi, emphasized that while revenue-sharing is common in broader wealth management, it’s relatively new in the booming ETF sector.

Business in brief: Drury honors distinguished alumni, new vision tech comes to Springfield

Springfield News-Leader 08 Jun 2024
A new eye care ... In the new role, he will provide executive oversight to Arvest Wealth Management, Arvest Equipment Finance, treasury management, WACO Title, consumer lending, and Arvest Credit Card.

Wealthbox Selected by Seasons of Advice for Firmwide CRM Software Implementation

The Community Post 07 Jun 2024
PROVIDENCE, R.I., June 6, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new firmwide CRM agreement with Seasons of Advice Wealth Management, a prominent New York advisory firm ....

Most Viewed