M&T Bank Appoints Charles Pinckney as Hudson Valley Regional President

M&T Bank (NYSE: MTB) has announced Charles Pinckney, Regional President for Albany, will take on the additional responsibility of Regional President for M&T Bank’s Hudson Valley region. Pinckney has assumed these additional responsibilities to help strengthen M&T’s presence in the community and enhance service to customers throughout the region. Pinckney succeeds Mark Stellwag, who announced his planned retirement at the end of 2024. In this expanded role, Pinckney will partner closely with the community bank leadership team for the...

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie...

Brian McDonald Joins TIFIN as Executive in Residence

TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for...

Infini Integrates Crypto to Transform Traditional Banking

Infini is redefining the fintech landscape by seamlessly integrating crypto solutions into traditional banking. With a vision to empower users through secure, intuitive, and innovative financial services, Infini is revolutionizing how individuals engage with digital assets. Bridging Web2 and Web3: The Genesis of Infini Founded in 2024 by a team of financial experts and tech innovators Crypto Whale Christian Li and Tech Lead Ryan Sun Infini was created to make financial empowerment accessible to all. Headquartered...

WealthManagement.com Unveils Refreshed Website for a Better UX

WealthManagement.com, the leading resource for financial advisors and wealth management professionals, is excited to announce the launch of its newly refreshed website. Designed with our readers and partners in mind, the updated site delivers a cleaner, faster, and more intuitive experience for accessing the content and tools you rely on. This update underscores WealthManagement.com’s commitment to providing cutting-edge digital tools and content tailored to the evolving needs of the wealth management industry. For Our Audience...

Frec Launches Portfolio Allocation Feature

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional robo-advisors that enforce automatic rebalancing, Frec empowers investors with the choice of how and when to rebalance their portfolios, marking a shift in how investment management is approached. Most robo-advisors adhere to rigid allocation models, frequently rebalancing portfolios to maintain predetermined ratios. This approach often leads to suboptimal performance, as it requires selling high-performing...

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