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Priority Financial Group Achieves Significant Milestones
Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This significant achievement underscores PFGâs dedication to providing exceptional service and...
LPL Financial Welcomes Stable Wealth
LPL Financial LLC announced that financial advisor Alex Williams, CFPÂŽ, has joined LPL Financialâs broker-dealer, RIA and custodial platforms to launch a new independent practice, Stable Wealth. He reported serving approximately $170 million in advisory, brokerage and retirement plan assets* and joins LPL from Edward Jones. Based in Olympia, Wash., Williams is a 25-year veteran of the financial services industry and past regional leader who enjoys putting the investment strategies and comprehensive financial plans in place...
AmInvestment Bank Enhances Securities Finance Services with Broadridge
To transform and expand their prime brokerage business lines and as part of its broader efforts to add and enhance value for its clientele, AmInvestment Bank, a company in the Ambank Group and one of the largest banking groups in Malaysia, has deployed global Fintech leader Broadridge Financial Solutions, Inc.’s (NYSE: BR) Securities Finance and Collateral Management platform to enable their Securities Borrowing and Lending product offerings. This single platform allows AmInvestment Bank to simplify and innovate trading, manage...
FINBOA to Present and Exhibit at 2024 MEA Financial Users Conference
FINBOA, Inc., a leading innovator in intelligent process automation software for financial institutions will be presenting and exhibiting at the MEA Financial Users Conference in Tampa, Florida from July 28-30. Preceding this event, on July 25, FINBOA will host a joint webinar with MEA Financial titled ‘Self-Service Payment Disputes: Delivering a Great Experience for a Challenging Problem’. This live webinar will feature the digital experiences of both the MEA Financial UniFi banking suite, and that of the FINBOA Payment...
BTCC Exchange & CoinsDo partner to Enhance Cryptocurrency Services
The collaboration between CoinsDo and BTCC aims to bolster BTCC's cryptocurrency services, ensuring secure and efficient digital asset transactions for its global user base.
Arete Wealth expands clearing and custody services with BNY Pershing
Leading independent broker-dealer & RIA with over $6B in assets under management expands and enhances its wealth management platform
FundKite Launches Merchant Services Division
New division benefits businesses seeking a turnkey solution for payment processing services with innovative processing strategies, reduced costs, and access to working capital, making FundKite the ultimate resource for SMBs
E-commerce Solution Services 101
Discover the top e-commerce solution services, including open source, SaaS, and headless options. Learn to choose between self-hosted and cloud platforms.
MEA Financial and Pinwheel to Offer Credential-less Deposit Switching
With Pinwheel, financial institutions using MEA Financial can access the industry's highest-converting direct deposit switching solution, enabling a frictionless consumer experience that improves the direct deposit enrollment rate by over 32%.