MAI Capital Taps R.J. Nemer to Lead Marketing Efforts and Business Development
Former attorney and entrepreneur joins $7B firm to drive marketing initiatives and support new business activities for the growing RIA
HomeSearch
entrepreneurial leader
Affinity Relationships with Major Card Issuers Will Give Rise to New Super-Cobranded Opportunities in 2020
Affinity relationships with major card issuers and brands is on the rise for 2020. In the âAge of The Credit Card Bonus,â there is an endless and growing list of card issuers with a long list of cards creating a highly competitive environment to attract customers.(1) Special introductory bonuses with their plastic has become not only the norm but has proliferated into a legal, but industry-detested byproduct called âcredit card churning,â referring to the practice...
WebPort Global & Tempus FX Create Content Partnership
WebPort Global (WPG), the online global trade community, and Tempus FX recently signed an agreement that brings Tempus content and expertise in global currency markets to WPG subscribers in more than 100 countries. Investments WebPort Global allows trade industry leaders in government, associations, business organizations, SMEs, corporations and the trade service industry to connect digitally to grow and go global. Tempus, the foreign exchange and international payment solutions company, currently celebrating its 20th anniversary, consistently...
Sathish Muthukrishnan joins Ally Financial as Chief Information, Data and Digital Officer
Muthukrishnan to Lead Technology, Data Analytics and Digital Transformation Teams
Adam Antoniades Promoted to Chief Executive Officer of Cetera
Cetera Financial Group announced today that Adam Antoniades has been appointed the firm’s Chief Executive Officer, and a member of the Board of Directors. Adam has a long and accomplished history with Cetera, most recently serving as its President since 2014. In this role he has successfully united the organization and its community of financial professionals behind the firm’s strategy of advancing an Advice-Centric Experience. Fintech Tony Salewski, Managing Director, Genstar Capital and member of Cetera’s...
Schwab Advisor Services Honors Best-in-Class Independent Investment Advisor Firms With the 2019 IMPACT AwardsÂŽ
Schwab Advisor Services⢠announced the recipients of the 14th annual IMPACT AwardsŽ for independent investment advisor firms. Four firms are being recognized today at Schwab IMPACTŽ, the largest and longest-running annual gathering of independent advisors in the nation. The winning firms for 2019 are: Sequoia Financial Group, LLC; AdvicePeriod, LLC; Moisand Fitzgerald Tamayo, LLC; and PCS Retirement, LLC. The IMPACT Awards are given each year to firms that have advanced the industry through their demonstrated...
Symmetry Financial Group Names Todd Spivey as National Sales Director
The fastest-growing insurance marketing organization in the nation today announced the hire of National Sales Director Todd Spivey
Alex Chalekian, Lake Avenue Financial Join Integrated Partners
Integrated Partners, a national financial planning and registered investment advisory firm, is proud to announce that Alex Chalekian and his registered investment advisory firm Lake Avenue Financial, are joining as the latest dynamic team to identify Integrated as an outstanding option for growth-oriented entrepreneurs. Well known in the financial advisory community, Alex Chalekian and his team have been considering their options with regard to growth and business evolution catalysts for some time. After many months...
Exiger Hires David Kubersky as Chief Revenue Officer
Experienced Growth Executive Joins New York Office Exiger, the global leader in technology-enabled regulatory, financial crime, risk and compliance solutions, announced the hiring of David Kubersky to serve as the company’s Chief Revenue Officer. David will help Exiger accelerate growth and gain market traction across the firm’s global advisory, technology, diligence and government services businesses. “We’re delighted to have David join Exiger’s leadership team at this exciting time in our evolution,” said Michael Beber, CEO of Exiger. “Exiger has had...
Consolidated Analytics Named to The 2019 Inc. 5000 List
Consolidated Analytics Ranks No. 4487 with Three Year Revenue Growth of 61% Percent on the Inc. 5000 List of Fastest Growing Private Companies