National Association of Personal Financial Advisors

EQS-News: Eleving Group S.A.: Eleving Group issues EUR 50 mln senior secured and guaranteed bonds

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목요일, 10월 26, 2023
CIS, Regulated market, Home, ISIN, HK Mogo, The Elevation Group, Financial adviser, News, EUR, Investment, National Association of Personal Financial Advisors, Kings County Elevated Railway, Security (finance), Cryptocurrency, Baltic states, Central Europe

Eleving Group, a Latvian head-quartered leading provider of financial and mobility solutions in Central Europe, CIS, Eastern, and Sub-Saharan Africa, rated B- (stable) by Fitch Ratings, following the exchange of Mogo AS 2021/2024 bonds, and the public offering of Eleving Group 2023/2028 bonds, issues EUR 50 mln senior secured and guaranteed bonds (ISIN DE000A3LL7M4).

Key Points: 
  • Eleving Group, a Latvian head-quartered leading provider of financial and mobility solutions in Central Europe, CIS, Eastern, and Sub-Saharan Africa, rated B- (stable) by Fitch Ratings, following the exchange of Mogo AS 2021/2024 bonds, and the public offering of Eleving Group 2023/2028 bonds, issues EUR 50 mln senior secured and guaranteed bonds (ISIN DE000A3LL7M4).
  • The investments attracted will be mainly used to refinance Mogo AS 2021/2024 bonds maturing next year on March 31 and to repay other Group’s liabilities.
  • Approximately 2,000 retail and institutional investors from the Baltic States and Germany have exchanged or subscribed to Eleving Group’s new bonds.
  • During the issue, Eleving Group offered senior secured and guaranteed bonds with a nominal value of EUR 100, maturity in 2028, and a coupon rate of 13%.

CFP Board Elects Three New Directors

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목요일, 10월 19, 2023
Linda, Ethics, FINRA, Morehouse College, National Association of Personal Financial Advisors, Cyprus Securities and Exchange Commission, Methodist University, Mind, CAE, NASD, Chairperson, BBA, Harvard Law School, Oglethorpe University, Principia College, Committee, AAAA, National Association, FINANCIAL, Business administration, Elisse B. Walter, Financial Planning Association of Australia, Professional, Finance, Certified Financial Planner Board of Standards, Principal, Council, NYSE, Mathematics, MBA, Senior, Yale University, Southern Methodist University, Nursing, Management, Financial adviser

WASHINGTON, Oct. 19, 2023 /PRNewswire/ -- CFP Board today announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter.

Key Points: 
  • WASHINGTON, Oct. 19, 2023 /PRNewswire/ -- CFP Board today announced that its Board of Directors elected three new members: Malik Lee, CFP®, Linda Leitz, CFP® and Elisse Walter.
  • The Board of Directors is the policymaking and oversight body of CFP Board of Standards and CFP Board Center for Financial Planning and acts on behalf of CFP® professionals and the public to advance the profession.
  • "We are thrilled to welcome Malik, Linda and Elisse to the Board of Directors," said CFP Board Chair-elect Matthew Boersen, CFP®, CFA® .
  • On January 1, Matthew Boersen, CFP®, CFA®, will take the helm as Board Chair, and Liz Miller, CFP®, CFA® , will become Board Chair-elect.

Lawrence Financial Planning Amplifies Client Benefits Through Merger with Oasis Wealth Planning Advisors

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월요일, 10월 9, 2023
Partnership, Master of Laws, Mergers and acquisitions, Certified Public Accountant, Juris, CFA, JD, Garrett, National Association, PQFP, National Association of Personal Financial Advisors, CFP, NAPFA, Chartered financial consultant, LFP, Personal, Certified Financial Planner, PFS, LLM, ACP, CKA, CPA, Financial adviser, Financial services

Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) -- Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the forefront, enveloped by additional expertise and a commitment to continuity.

Key Points: 
  • Lake Oswego, Oregon, Oct. 09, 2023 (GLOBE NEWSWIRE) -- Oasis Wealth Planning Advisors (Oasis Wealth) and Lawrence Financial Planning (LFP) embrace synergies in a merger that places clients at the forefront, enveloped by additional expertise and a commitment to continuity.
  • Both firms deliver holistic financial planning through fee-only services extending from retirement planning, investment management, and tax planning, among other disciplines.
  • The merger ensures firm continuity and sustainability, providing clients with uninterrupted access to expert guidance on their financial goals.
  • Leadership with each firm also holds ties to communities within National Association of Personal Financial Advisors (NAPFA) and the Garrett Planning Network.

Pitcairn Names New Head of Wealth Management

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수요일, 10월 11, 2023
Wealth management, Family office, Strategic leadership, Certified Financial Planner, University, Equity, BA, FFI, Ultra, Diversity, CTFA, National Association of Personal Financial Advisors, Financial adviser, Certification, Ursinus College, Villanova University, Management, Economics

JENKINTOWN, Pa., Oct. 11, 2023 /PRNewswire/ -- Pitcairn, a true family office celebrating a full century of serving ultra-high-net-worth families, is pleased to announce the promotion of two key executives. Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management. Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team. Their promotions come on the heels of Pitcairn's recently announced leadership transition as Andrew L. Busser, currently President, Family Office will assume the role of CEO from Leslie Voth who continues as Chairman.

Key Points: 
  • Effective immediately, J. Matthew McCarte, CFP®, CTFA, will now oversee all relationship management teams at the firm in the role of Managing Director, Head of Wealth Management.
  • Reporting directly to Matt will be Managing Director Karen Carlson, CFP®, who will assume the role of leading the Ultra-High-Net-Worth Relationship Management team.
  • He is a member of Pitcairn's Investment Strategy Committee, the Strategic Leadership and Family Office Leadership Councils, and has over 25 years of wealth management experience.
  • As a Managing Director and Relationship Manager, Karen, who has been with Pitcairn for 13 years, advises multi-generational families.

EQS-News: Eleving Group S.A.: Eleving Group starts a public offering for new bonds with a 13% coupon rate

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월요일, 10월 2, 2023
Financial adviser, Bond, Guaranteed, The Elevation Group, CIS, P.A. (group), Exchange, Prospectus, EUR, Collection, Offering, ISIN, Frankfurt Stock Exchange, Fitch Ratings, General Standard, National Association of Personal Financial Advisors, EEST, News, Security (finance), Food delivery, Life insurance, Security printing, Financial services, Cryptocurrency, Baltic, Central Europe, Issuer

The fixed annual coupon rate for the new Eleving Group Senior Secured and Guaranteed bonds (ISIN DE000A3LL7M4) is set at 13% p.a.

Key Points: 
  • The fixed annual coupon rate for the new Eleving Group Senior Secured and Guaranteed bonds (ISIN DE000A3LL7M4) is set at 13% p.a.
  • The minimum investment is set at EUR 1,000.00, whereby the denomination of the new Eleving Group EUR bonds is EUR 100.
  • Exchange offer period for bondholders of Mogo AS unsecured bonds (ISIN  LV0000802452) from September 26 to October 13, 2023, 14:00 (EEST)*.
  • All existing holders of Mogo AS unsecured bonds (ISIN LV0000802452) are offered the opportunity to exchange their existing bonds for new Eleving Group senior secured and guaranteed bonds with a higher coupon rate.

EQS-News: Eleving Group S.A.: Eleving Group commences Exchange Offer for Bondholders of Mogo AS 2021/2024 bonds

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화요일, 9월 26, 2023
Financial adviser, Senior, Agios Ioannis Rentis, Settlement date, Commission, The Elevation Group, CIS, Exchange, Fitch, Sebo, EUR, EBITDA, FOP, RC Kredo-63, FX, Commission de Surveillance du Secteur Financier, Millicom, ISIN, Frankfurt Stock Exchange, Fitch Ratings, Growth, General Standard, National Association of Personal Financial Advisors, News, CSSF, Security (finance), Cryptocurrency, Financial services, Baltic, Central Europe

Exchange offer period for bondholders of Mogo AS unsecured bonds with ISIN code LV0000802452 from September 26 to October 13, 2023, 14:00 EET.

Key Points: 
  • Exchange offer period for bondholders of Mogo AS unsecured bonds with ISIN code LV0000802452 from September 26 to October 13, 2023, 14:00 EET.
  • Bondholders of Mogo AS unsecured bonds are encouraged to reach out to their depository banks, Signet Bank or Eleving Group for further information.
  • The exchange offer period of Eleving Group's new bonds is set to last from September 26 until October 13, 2023.
  • All existing holders of Mogo AS unsecured bonds (ISIN LV0000802452) are offered the opportunity to exchange their existing bonds for new Eleving Group senior secured and guaranteed bonds with a higher coupon rate.

Fourth Paradigm Proposed Listing on the Main Board of the Hong Kong Stock Exchange

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월요일, 9월 18, 2023
Dai, Financial adviser, Education, Telecommunications, Hong Kong Stock Exchange, SFC, Stock exchange, Finance, Cornerstone, Motherboard, China International Capital Corporation, Acquisition, Limited partnership, Accounting, Growth, AI, Transport, The Fourth Paradigm, National Association of Personal Financial Advisors, S. D. Warren Co. v. Maine Board of Environmental Protection, Property management, Limited

HONG KONG, Sept 18, 2023 - (ACN Newswire) - China's largest platform-centric decision-making AI company - Beijing Fourth Paradigm Technology Co., Ltd. (stock code: 6682.HK), proposes to list its H Shares on the Main Board of The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange").

Key Points: 
  • HONG KONG, Sept 18, 2023 - (ACN Newswire) - China's largest platform-centric decision-making AI company - Beijing Fourth Paradigm Technology Co., Ltd. (stock code: 6682.HK), proposes to list its H Shares on the Main Board of The Stock Exchange of Hong Kong Limited (the "Hong Kong Stock Exchange").
  • Fourth Paradigm will open for Hong Kong Public Offering in Hong Kong at 9 a.m., September 18, 2023 (Monday), and close at 12:00 noon, September 21, 2023 (Thursday).
  • Dealings in shares of Fourth Paradigm on the Main Board of the Hong Kong Stock Exchange is expected to commence on September 28, 2023 (Thursday).
  • China International Capital Corporation Hong Kong Securities Limited is the Sole Sponsor, Joint Global Coordinator, Sponsor-Overall Coordinator, Overall Coordinator, Joint Bookrunner and Joint Lead Manager.

Insigneo to Acquire PNC’s Latin American Brokerage and Investment Operations

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월요일, 8월 21, 2023
Finance, Professional Services, Digital Cash Management, Digital Assets, Technology, Asset Management, Investment, PNC, PNC Financial Services, Adviser, Acquisition, National Association of Personal Financial Advisors, BNY, Financial services

Insigneo, a leading global wealth management firm, is pleased to announce that Insigneo Securities, LLC and Insigneo Advisory Services, LLC have entered into a definitive agreement to acquire the Latin American consumer brokerage and investment accounts of PNC Investments, PNC Managed Account Solutions, and PNC Bank.

Key Points: 
  • Insigneo, a leading global wealth management firm, is pleased to announce that Insigneo Securities, LLC and Insigneo Advisory Services, LLC have entered into a definitive agreement to acquire the Latin American consumer brokerage and investment accounts of PNC Investments, PNC Managed Account Solutions, and PNC Bank.
  • The Financial Advisors and client service specialists as well as selected employees that support the operations will be invited to join Insigneo.
  • "The acquisition of PNC’s Latin American brokerage and investment operations further cements Insigneo’s position in the Americas as a leader in international wealth management," said Raul Henriquez, Chairman and CEO of Insigneo Financial Group.
  • Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally.

Elizabeth Miller, CFP® Elected 2024 CFP Board Chair-elect

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수요일, 7월 19, 2023
First Boston, Reuters, CFA, Personal, Trusts & Estates (journal), Editorial, Wharton School of the University of Pennsylvania, Bloomberg News, National Speakers Association, National Association, Columbia University, Certification, University, Boston, Human, Institute for Mergers, Acquisitions and Alliances, The Wall Street Journal, CNBC, Certified Financial Planner Board of Standards, Chairperson, Finance, Miller, Financial Planning Association of Australia, CFA Institute, MarketWatch, Economics, BNN Bloomberg, Yahoo! Finance, New Jersey Institute of Technology, Reuters TV, Financial plan, National Association of Personal Financial Advisors, Mergers and acquisitions, Financial adviser, Management, Nursing

WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.

Key Points: 
  • WASHINGTON, July 19, 2023 /PRNewswire/ -- The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Elizabeth Miller, CFP® as its 2024 Board Chair-elect.
  • Miller joined CFP Board as a Board Director in 2020 and is a member of CFP Board Center for Financial Planning's Campaign Development Committee.
  • "Liz is a remarkable leader whose contributions to the profession are substantial," said Board of Directors Chair Dan Moisand, CFP® .
  • Current Chair-elect Matt Boersen, CFP® will serve as Chair of the Board of Directors in 2024, and Miller will become Chair of the Board in 2025.

Azul Announces Expected Settlement Date for the Previously Announced Exchange Offers of Certain Existing Notes for New Notes and the Solicitations of Consents to Proposed Amendments to the Existing Indentures

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수요일, 7월 12, 2023
Senior, Initial exchange offering, SEC Rule 144A, Debt-to-GDP ratio, Settlement date, NYSE, Aircraft, Financial adviser, Circular reference, Certification, Expiration, Competition, National Association of Personal Financial Advisors, Personal Information Agent, Documentation, Trustee, Regulation, Note, Risk, Early participants in the Latter Day Saint movement, Expiration date, Exchange, Person, Sale, Annual report, SAO, Security (finance), News & Notes, Eligibility, Solicitation, Issuer

Any capitalized terms used in this press release without definition have the respective meanings assigned to such terms in the Offering Memorandum.

Key Points: 
  • Any capitalized terms used in this press release without definition have the respective meanings assigned to such terms in the Offering Memorandum.
  • As of the date of this press release, except as noted above, each of these conditions remains to be satisfied.
  • Eligible Holders will need to make their own decision as to whether to tender Existing Notes in the Exchange Offers and participate in the Solicitations and, if so, the principal amount of Existing Notes to tender.
  • Moreover, neither Azul nor any other person assumes responsibility for the accuracy or completeness of any of these forward-looking statements.