Wealth management

North Island Credit Union Offers Summer Internship Program For San Diego Students

Retrieved on: 
Friday, March 1, 2024

SAN DIEGO, March 1, 2024 /PRNewswire/ -- Applications are now available for North Island Credit Union 's Summer Internship Program for local high school seniors and college students.

Key Points: 
  • SAN DIEGO, March 1, 2024 /PRNewswire/ -- Applications are now available for North Island Credit Union 's Summer Internship Program for local high school seniors and college students.
  • "Through our Summer Internship Program, we will integrate students into teams across the credit union so they can apply what they learn in the classroom to a hands-on setting in the business world."
  • San Diego County college students and high school seniors can learn more and apply for the internships through the credit union's website .
  • The North Island Credit Union internships will provide students with practical work experience within and across multiple departments, leadership development skills, and school-to-career readiness, with direct training and mentoring with managers.

Adam Oakley and Rocky Pontikes Named Co-Heads of Mesirow Investment Banking

Retrieved on: 
Thursday, February 29, 2024

Oakley and Pontikes to lead exceptional group of experienced, sector-focused bankers and an established execution team

Key Points: 
  • Oakley and Pontikes to lead exceptional group of experienced, sector-focused bankers and an established execution team
    Group serves as middle market investment banking advisor to entrepreneurs, financial sponsors and large corporations
    CHICAGO, Feb. 29, 2024 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced the promotion of Adam Oakley and Rocky Pontikes to Co-Heads of Mesirow Investment Banking.
  • Mesirow Investment Banking has completed more than 325 transactions in recent years across its covered industry verticals.
  • With more than two decades of investment banking and valuation experience, Oakley has expertise in industries including Aerospace & defense and diversified Industrials.
  • "Mesirow Investment Banking has a long history of delivering successful outcomes for our clients," said Rocky Pontikes , adding, "I am honored to partner with Adam to lead an extraordinary group of professionals.

Security Bank drives digital transformation of wealth management business with Avaloq

Retrieved on: 
Wednesday, February 28, 2024

Since launching its Wealth Management business in 2017, the bank has grown its wealth management assets under management by a CAGR of 44% and has expanded its client base by a CAGR of 40%.

Key Points: 
  • Since launching its Wealth Management business in 2017, the bank has grown its wealth management assets under management by a CAGR of 44% and has expanded its client base by a CAGR of 40%.
  • Arnold Bengco, Financial Markets Head at Security Bank, said: "The bank's strategic partnership with Avaloq will strengthen our wealth management capabilities even further.
  • With Avaloq's specialized wealth management platform and RM Workplace solution, we can further expand our wealth management business to help individuals and businesses in the region grow and preserve their wealth.
  • We are proud to work closely with Security Bank to support the growth of the Philippines' wealth management sector."

Redefining Finance: KSA Fintech Market Soars at 12.5% CAGR, Fueled by Vision 2030 and Digital Transformation: Ken Research

Retrieved on: 
Tuesday, February 27, 2024

Ken Research's comprehensive report, KSA Fintech Market Outlook to 2028: Shaping the Future of Finance, delves into this dynamic market, projecting a remarkable 12.5% CAGR over the next five years.

Key Points: 
  • Ken Research's comprehensive report, KSA Fintech Market Outlook to 2028: Shaping the Future of Finance, delves into this dynamic market, projecting a remarkable 12.5% CAGR over the next five years.
  • Several key factors are propelling the KSA fintech market towards a future brimming with innovation:
    Vision 2030: The government's ambitious plan prioritizes financial inclusion and digital transformation, creating a conducive environment for fintech adoption through supportive regulations and infrastructure development.
  • Shifting Consumer Preferences: Younger generations are increasingly tech-savvy and open to embracing alternative financial solutions, seeking convenience, personalization, and transparency.
  • The KSA fintech market features a diverse mix of players:
    Global Fintech Giants: Established players like PayPal, Stripe, and Ant Group are entering the market with their global expertise and advanced technologies.

Redefining Finance: KSA Fintech Market Soars at 12.5% CAGR, Fueled by Vision 2030 and Digital Transformation: Ken Research

Retrieved on: 
Tuesday, February 27, 2024

Ken Research's comprehensive report, KSA Fintech Market Outlook to 2028: Shaping the Future of Finance, delves into this dynamic market, projecting a remarkable 12.5% CAGR over the next five years.

Key Points: 
  • Ken Research's comprehensive report, KSA Fintech Market Outlook to 2028: Shaping the Future of Finance, delves into this dynamic market, projecting a remarkable 12.5% CAGR over the next five years.
  • Several key factors are propelling the KSA fintech market towards a future brimming with innovation:
    Vision 2030: The government's ambitious plan prioritizes financial inclusion and digital transformation, creating a conducive environment for fintech adoption through supportive regulations and infrastructure development.
  • Shifting Consumer Preferences: Younger generations are increasingly tech-savvy and open to embracing alternative financial solutions, seeking convenience, personalization, and transparency.
  • The KSA fintech market features a diverse mix of players:
    Global Fintech Giants: Established players like PayPal, Stripe, and Ant Group are entering the market with their global expertise and advanced technologies.

Northwest Bancshares, Inc. and Northwest Bank Name Douglas M. Schosser Chief Financial Officer

Retrieved on: 
Monday, February 26, 2024

COLUMBUS, Ohio, Feb. 26, 2024 /PRNewswire/ -- Northwest Bancshares, Inc. (Nasdaq: NWBI) and its wholly-owned subsidiary Northwest Bank announced today that Douglas M. Schosser has been appointed Chief Financial Officer, effective March 18, 2024.

Key Points: 
  • COLUMBUS, Ohio, Feb. 26, 2024 /PRNewswire/ -- Northwest Bancshares, Inc. (Nasdaq: NWBI) and its wholly-owned subsidiary Northwest Bank announced today that Douglas M. Schosser has been appointed Chief Financial Officer, effective March 18, 2024.
  • Mr. Schosser will work alongside Mr. Harvey through 2024 to ensure a smooth transition of duties.
  • In his new role as Chief Financial Officer, Mr. Schosser will be a key member of Northwest's executive leadership team, overseeing all financial management of Northwest Bank and a team across treasury, financial planning, accounting, reporting and tax, as well as facilities and enterprise project management.
  • Northwest Bank's leadership team is pleased to welcome Mr. Schosser's broad financial background and experience across key areas.

American Battery Technology Company Added to MSCI Micro-Cap Index

Retrieved on: 
Thursday, February 22, 2024

RENO, Nev., Feb. 22, 2024 /PRNewswire/ -- American Battery Technology Company, (ABTC) (NASDAQ:ABAT), an integrated critical battery materials company that is commercializing its technologies for both primary battery minerals manufacturing and secondary minerals lithium-ion battery recycling is pleased to announce that MSCI has selected the company's shares for inclusion in its Global Micro-Cap Index. MSCI will be reweighting this index on February 29, 2024. A wide range of Micro-Cap ETF's follow this benchmark and may reweight their holdings over the coming weeks.

Key Points: 
  • RENO, Nev., Feb. 22, 2024 /PRNewswire/ -- American Battery Technology Company , (ABTC) (NASDAQ:ABAT), an integrated critical battery materials company that is commercializing its technologies for both primary battery minerals manufacturing and secondary minerals lithium-ion battery recycling is pleased to announce that MSCI has selected the company's shares for inclusion in its Global Micro-Cap Index.
  • MSCI will be reweighting this index on February 29, 2024.
  • A wide range of Micro-Cap ETF's follow this benchmark and may reweight their holdings over the coming weeks.
  • "Inclusion in this MSCI Index is a benefit of this initial move and the management team looks forward to continuing to educate investors through an active conference calendar over the coming weeks."

Greenbriar Announces Dividend Policy and Expanded Real Estate Project Pipeline

Retrieved on: 
Friday, February 16, 2024

The project is outlined for 3,500 units of mixed use.

Key Points: 
  • The project is outlined for 3,500 units of mixed use.
  • In addition, the company is actively engaged to acquire a sizeable entry-level housing project in both Southern Arizona and Hawaii.
  • For new readers of Greenbriar, Chris Harvey was previously CEO of JP Morgan Securities.
  • Since inception, Greenbriar has demonstrated its ability to successfully make and develop accretive acquisitions resulting in year-over-year asset growth.

Women Are Feeling Financially Prepared For Retirement Thanks To Hands-On Planning, According To A New Study From Bryn Mawr Trust

Retrieved on: 
Thursday, February 15, 2024

Among women who are currently not retired, only 38% are anxious or overwhelmed when thinking about retirement planning.

Key Points: 
  • Among women who are currently not retired, only 38% are anxious or overwhelmed when thinking about retirement planning.
  • While emotional readiness plays a huge role in money management and financial planning, the majority (87%) of women feel financially well prepared for retirement.
  • More specifically, 87% feel well prepared or moderately prepared, while only 13% report feeling not prepared financially for retirement.
  • Beyond feeling financially well prepared for retirement, most of these women are also confident in their ability to sustain and enjoy themselves in retirement.

SageView Advisory Group Announces Recipients of 12th Annual Excellence in Client Service Awards

Retrieved on: 
Thursday, February 15, 2024

NEWPORT BEACH, Calif., Feb. 15, 2024 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, presented the 12th Annual Service Provider Excellence in Client Service Awards during the firm's recent National Conference in Los Angeles.

Key Points: 
  • NEWPORT BEACH, Calif., Feb. 15, 2024 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, presented the 12th Annual Service Provider Excellence in Client Service Awards during the firm's recent National Conference in Los Angeles.
  • SageView advisors and relationship managers can nominate individuals with whom they work, who provide excellent service to shared clients, including relationship managers, client service managers, advisor relations consultants and others.
  • At the conference, SageView honored seasoned industry partners for superior commitment and exceptional service delivery to their shared clients.
  • Ryan Pate, Client Executive, Client Engagement from Transamerica, who was nominated by Kevin Schmeits and Marc Schmeeckle, Retirement Plan Consultants in Denver.