Latest News for: Manage wealth


Merriman Wealth Management, LLC, Opens New Office in Bellevue, Moves Seattle Location

Ellensburg Daily Record 18 Jan 2022
18, 2022 /PRNewswire/ -- Wealth management firm Merriman is opening a new office in Bellevue as part of its strategic growth plan ... View original content.https.// SOURCE Merriman Wealth Management, LLC.

Hybrid Broker/Dealer Arkadios Capital Starts 2022 Off Strong by Adding Two Groups, $500MM

Longview News-Journal 18 Jan 2022
Blue Chip Wealth Advisors is a Milton, Georgia-based firm formerly operating as Ashworth Sullivan Wealth Advisors. It has been recognized by Atlanta Magazine and the Atlanta Business Chronicle as one of the region's top wealth managers ... The full-service wealth management registered independent advisor has more than $300MM under advisement.

LPL Financial, Gladstone Welcome Father-Daughter Team

Kentucky New Era 18 Jan 2022
We also appreciate the benefits of joining LPL, a leading wealth management firm ... Richard Frick, Managing Partner and CEO of Gladstone Wealth Partners said, “We welcome John and Jen to the Gladstone family, and are honored they put their trust in us to help with their transition to independence.


The Salamanca Press 18 Jan 2022
Investment and Wealth Management ... Services, and Investment and Wealth Management with better, ... INVESTMENT AND WEALTH MANAGEMENT BUSINESS SEGMENT HIGHLIGHTS ... Wealth Management ... Wealth Management client assets (in billions) (current period is preliminary) (e) ... Excludes assets managed outside of the Investment and Wealth Management business segment.

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Kentucky New Era 18 Jan 2022
18, 2022 (GLOBE NEWSWIRE) -- Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the aggressive growth strategy (American Ingenuity) ... Adviser Investments is a full-service wealth management firm, ...

Citigroup nears sale of Taiwan consumer-banking business

Live Mint 18 Jan 2022
... to its goal of focusing resources on its wealth-management and institutional-clients business in the region ... Following these divestments, Citigroup will concentrate its consumer-banking and wealth-management businesses in four wealth hubs in Hong Kong, Singapore, London and Dubai.

Industry Stalwart AIP Marketing Alliance Taps into Integrity's Omnichannel Platform

Henderson News 18 Jan 2022
As part of the acquisition, Rick Kisser, CEO of AIP, and Kym Kisser, CFO of AIP, will become Managing Partners in Integrity ... Integrity, headquartered in Dallas, Texas, is an omnichannel insurtech leader of life and health insurance, and provider of innovative solutions for wealth management and retirement planning.

Former M&A LPL Financial Exec Zachary Pavlosky, CFA® Joins Alaris Acquisitions

Hastings Tribune 18 Jan 2022
Alaris’s process is a gamechanger for the wealth management industry and I want to be part of that disruption.” ... Alaris Acquisitions sources, negotiates and closes new partnership opportunities for dominant local, regional and national wealth management firms that seek to grow via acquisition.

Creative Planning Acquires Reilly Financial Advisors

The Mercury 18 Jan 2022
At Reilly Financial Advisors, wealth management is at the center of their many offerings ... Creative Planning, LLC is an independent wealth management firm that provides a financial planning led investment management approach, retirement planning, estate planning, trust services, ...

Credit Suisse appoints Crystal sustainability chief as Drew to depart – memo

FX Empire 18 Jan 2022
LONDON (Reuters) – Credit Suisse has appointed wealth management executive Emma Crystal as the firm’s new chief sustainability officer, replacing Marisa Drew, who leaves after more than 18 years at the bank, a memo to staff seen by Reuters showed.

Goldman Sachs announces its fourth quarter and annual financial results for 2021

Invezz 18 Jan 2022
Management comments ... The Consumer and Wealth Management departed recorded $7.47 billion in net revenues for the financial year of 2021, which was 25% higher than what the company recorded in the previous financial year. The Wealth Management segment alone recorded $5.98 billion in net revenues.
Edit to host virtual finance event with tips for budgeting and saving: How to sign ...

NJ dot com 18 Jan 2022
Deva has 20+ years of experience in investment management and financial planning. His experience includes working in a steel plant, a shipping company, and several large financial institutions where he helped families preserve, protect, and grow their wealth and well-being.Stephanie Spies, CFP, and financial advisor at Modera Wealth Management, LLC.

F.N.B. Corporation Declares Cash Dividend of $0.12 on Common Stock

The Bradford Era 18 Jan 2022
PITTSBURGH, Jan ... Corporation (NYSE ... F.N.B ... FNB provides a full range of commercial banking, consumer banking and wealth management solutions through its subsidiary network which is led by its largest affiliate, First National Bank of Pennsylvania, founded in 1864 ... FNB's wealth management services include asset management, private banking and insurance.

Bank of New York Mellon matches profit expectations, while revenue beats

Market Watch 18 Jan 2022
Among business segments, security services revenue rose 5% to $1.83 billion, market and wealth services revenue grew 1% to $1.17 billion and investment and wealth management revenue rose 3% to $1.02 billion ... .

Community Banks Buck the Trend of Larger Financial Institutions by Keeping their Brick-and-Mortar Branches Open, ...

Victoria Advocate 18 Jan 2022
In fact, 84% of respondents haven't closed a single branch in the past 12 months – and they're introducing new wealth management and cryptocurrency offerings customers can access and learn about both in-person and digitally ... Compared to wealth management or insurance, ...