FA Match Announces $1M Pre-Seed Funding Led by Industry Powerhouses; Adds BNY-Mellon Pershing Alum Jim Roth to Advisory Board
03 déc. 2020 09h00 HE
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FA Match
Longmeadow, MA, Dec. 03, 2020 (GLOBE NEWSWIRE) -- FA Match, the wealth management industry’s only data-driven solution for advisor recruiting, today announced a $1M pre-seed funding round. The round...
Global Wealth Management Scorecard Thematic Research Report 2020: COVID-19 is a Tough Wake-up Call for All Players in the Wealth Space
02 déc. 2020 09h48 HE
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Research and Markets
Dublin, Dec. 02, 2020 (GLOBE NEWSWIRE) -- The "Wealth Management Scorecard - Thematic Research" report has been added to ResearchAndMarkets.com's offering. This report assesses the key themes that...
TAG Associates Nominated for Three Private Asset Management Awards
01 déc. 2020 12h59 HE
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TAG Associates, LLC
NEW YORK, Dec. 01, 2020 (GLOBE NEWSWIRE) -- TAG Associates LLC, a leading multi-family office and portfolio management services firm, today announced that the firm was shortlisted for three Private...
Harbourfront Wealth Appoints Mark J. Pinto President
25 nov. 2020 03h00 HE
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Harbourfront Wealth Management
VANCOUVER, British Columbia, Nov. 25, 2020 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management (“Harbourfront”) or the (“Company”) is pleased to announce the appointment of Mark J. Pinto as President...
Jordan Park Group Gains Approval for Perspecta Trust Acquisition from New Hampshire Banking Department
13 nov. 2020 12h30 HE
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Jordan Park Group
San Francisco, Nov. 13, 2020 (GLOBE NEWSWIRE) -- Jordan Park Group, an independent financial advisory firm, today announced it has received regulatory approval from the New Hampshire Banking...
Online Banking Market Size to Grow $31.81 Billion by 2027, at 13.6% CAGR
03 nov. 2020 09h20 HE
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Allied Market Research
Portland, Nov. 03, 2020 (GLOBE NEWSWIRE) -- According to the report published by Allied Market Research, the global online banking market was pegged at $11.43 billion in 2019 and is expected to hit...
Poland Investment Funds and Asset Management Market Report 2020: Focus on Mutual Funds, Insurance, and Pension Assets
30 oct. 2020 06h14 HE
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Research and Markets
Dublin, Oct. 30, 2020 (GLOBE NEWSWIRE) -- The "Investment Funds and Asset Management Market in Poland, 2020-2022" report has been added to ResearchAndMarkets.com's offering. "Investment Funds and...
The Family Wealth Alliance Announces 2020 Young Professionals Awards Winners
28 oct. 2020 16h21 HE
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Family Wealth Alliance
CHICAGO, Oct. 28, 2020 (GLOBE NEWSWIRE) -- The Family Wealth Alliance is pleased to announce the 25 recipients of its 2020 Young Professionals in Family Wealth Awards, which honor family wealth...
Cameron Dawson Joins Fieldpoint Private as Chief Market Strategist
26 oct. 2020 14h40 HE
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Fieldpoint Private
GREENWICH, Conn., Oct. 26, 2020 (GLOBE NEWSWIRE) -- Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced that Cameron Dawson...
Bryn Mawr Bank Corporation Reports Third Quarter Net Income of $13.2 Million
22 oct. 2020 16h30 HE
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Bryn Mawr Bank Corporation
BRYN MAWR, Pa., Oct. 22, 2020 (GLOBE NEWSWIRE) -- Bryn Mawr Bank Corporation (NASDAQ: BMTC) (the “Corporation”), parent of The Bryn Mawr Trust Company (the “Bank”), today reported net income of...