Wealth management

UBS Advisor Team Montage Financial Group named a Top 100 Private Wealth Management Team by Forbes

Retrieved on: 
Thursday, January 11, 2024
Consulting, Banking, Professional Services, Finance, UBS, Wealth management, Research, Education, Tutoring

UBS Private Wealth Management announced today that Montage Financial Group , an advisor team based in the firm’s Denver, Las Vegas and Lincoln offices, has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023, ranking #37 in the nation.

Key Points: 
  • UBS Private Wealth Management announced today that Montage Financial Group , an advisor team based in the firm’s Denver, Las Vegas and Lincoln offices, has been named to the Forbes America’s Top Wealth Management Teams Private Wealth list for 2023, ranking #37 in the nation.
  • “I am incredibly proud to see this team recognized again as one of the top private wealth teams in the country,” said Michael Gatewood, Market Executive, Chicago Wealth Management and Midwest Private Wealth Management at UBS.
  • Montage Financial Group has also recently been named to the 2023 Barron’s Top 100 Private Wealth Teams list as well as the 2023 Forbes Best-in-State Wealth Management Teams list.
  • The second annual Forbes/Shook Top Wealth Management Teams Private Wealth list has 100 teams with cumulative assets of more than $1 trillion.

Kestra Private Wealth Services Onboards BYRT Financial Advisors, a $134 Million Georgia Legacy Firm Positioned for Robust Growth

Retrieved on: 
Tuesday, January 9, 2024
Professional Services, Finance, Consulting, Asset Management, Personal Finance, Accounting, Wealth management, CPA, Tuten, Retirement, Hearing, River, Management

Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. , today announced the addition of BYRT Financial Advisors to its platform.

Key Points: 
  • Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. , today announced the addition of BYRT Financial Advisors to its platform.
  • Based in Waycross, Georgia, BYRT Financial Advisors is joining Kestra PWS with Managing Partner Matthew Tuten, who joined in 2022, at the helm, alongside Wealth Management Partner Adam Tolle, CPA.
  • After hearing others within the firm’s network share positive experiences working with Kestra PWS, BYRT Financial saw the value in the company’s full-service support model and top-tier technology.
  • The firm decided to join Kestra PWS after meeting with and observing the helpfulness and enthusiasm of the company’s senior leadership.

$100,000 Comerica Hatch Detroit Contest by TechTown returns to find Detroit's next winning brick-and-mortar small business

Retrieved on: 
Wednesday, January 3, 2024
Economic development, Mentorship, Partnership, Small business, Motivation, CMA, Incubator, Comerica, Multimedia, La Feria, Texas, Economy, Hatch, Wayne State University, City, Wealth management, Education, University, Commercial bank, Human, Retail, KEY, Assistant, TechTown, Organization, FTE, History, Casino

DETROIT, Jan. 3, 2024 /PRNewswire/ -- Comerica Bank and TechTown Detroit are gearing up for the return of the Comerica Hatch Detroit Contest, a small business competition that awards $100,000 in startup funding from Comerica Bank to one winning entrepreneur seeking to open a Detroit brick-and-mortar storefront. The competition, first launched in 2011, bolsters small business development in Detroit and will take place over the next four months, announcing this year's winning business in the spring.

Key Points: 
  • DETROIT, Jan. 3, 2024 /PRNewswire/ -- Comerica Bank and TechTown Detroit are gearing up for the return of the Comerica Hatch Detroit Contest, a small business competition that awards $100,000 in startup funding from Comerica Bank to one winning entrepreneur seeking to open a Detroit brick-and-mortar storefront.
  • The competition, first launched in 2011, bolsters small business development in Detroit and will take place over the next four months, announcing this year's winning business in the spring.
  • "A true amalgamation of the American dream, the Comerica Hatch Detroit Contest go steps beyond financial investment and directly supports these small business owners by providing vital access to capital, technical guidance and business counsel for them to thrive."
  • Comerica was founded in 1849 in Detroit during a time when all banks in the city were exclusive to the business community.

Women + Wealth: Regions Bank Launches Enhanced Program to Support the Financial Journeys of Women

Retrieved on: 
Wednesday, January 3, 2024
Professional Services, Consumer, Women, Finance, Banking, Personal Finance, Woman, Bank, Multimedia, Wealth management, Regions Financial Corporation, Region, Interior design

Regions Bank on Wednesday announced the launch of Women + Wealth, an innovative program that combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as they move forward on their financial journeys.

Key Points: 
  • Regions Bank on Wednesday announced the launch of Women + Wealth, an innovative program that combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as they move forward on their financial journeys.
  • View the full release here: https://www.businesswire.com/news/home/20240103461112/en/
    Regions Bank is announcing the launch of Women + Wealth, an innovative program that combines unique events and fresh insights with one-on-one guidance from a team of professionals to further support and empower women as they move forward on their financial journeys.
  • (Photo: Business Wire)
    An initiative of Regions Private Wealth Management , the Women + Wealth program debuts at a time when more women in a diverse range of households are making more investment and financial planning decisions.
  • Women + Wealth is led by Regions advisors, known as Women + Wealth Champions, who will work one-on-one with current Wealth Management clients, as well as Regions’ Commercial Banking and Consumer Banking clients, to deliver more timely advice, guidance and resources women can implement in making key financial decisions.

Greenbriar Announces That Former CEO of JP Morgan Securities Chris Harvey Will Join the Greenbriar Board of Directors

Retrieved on: 
Monday, November 27, 2023
TSX Venture 50, TSX Venture Exchange, JPMorgan Chase, GRB, TMX Group, Wealth management, OTC Markets Group, News, Harvard College, TSX, Exchange, JV, Management

Chris was previously CEO of JP Morgan Securities.

Key Points: 
  • Chris was previously CEO of JP Morgan Securities.
  • (part of JP Morgan Chase USD $4 Trillion AUM)
    Chris began his career at JP Morgan 39 years ago, and helped build out the firm's overall investment banking capabilities.
  • Jeff Ciachurski CEO of Greenbriar says: "We are delighted to have a person of the caliber of Chris Harvey join our team.
  • Chris gives Greenbriar a very insightful position with some of the most efficient guidance on how to maximize shareholder value.

Wedbush Securities Welcomes Rebecca Hern as Managing Director, Investments

Retrieved on: 
Wednesday, December 20, 2023
Banking, Asset Management, Professional Services, Finance, MD, Wealth management, Growth, Adviser, Merrill (company), Security (finance), EVP, Multimedia, Woman, FC

Wedbush Securities , a prominent diversified independent financial services provider, welcomes Rebecca Hern as Managing Director, Investments and Financial Consultant in Charge.

Key Points: 
  • Wedbush Securities , a prominent diversified independent financial services provider, welcomes Rebecca Hern as Managing Director, Investments and Financial Consultant in Charge.
  • Hern rejoins her home state of Dallas, TX and will run the firm’s budding footprint and growth in the greater Dallas area.
  • View the full release here: https://www.businesswire.com/news/home/20231220209534/en/
    Rebecca Hern, MD, Investments and FC in Charge, Wedbush Securities, Dallas, TX (Photo: Business Wire)
    Specializing in serving divorced or widowed women and having a unique background as a former personal banker, Hern says, “Joining Wedbush is a natural evolution for me, offering flexibility to deliver exemplary service while enjoying the benefits of working in my hometown.
  • Returning to the area from Lexington, KY, Hern has firmly rooted herself in Dallas, which she proudly calls home.

Commerzbank lays foundation for further strategic plan with strong 9M net profit – targeting RoTE of more than 11% in 2027

Retrieved on: 
Wednesday, December 27, 2023
AT1, Private, TLA, Bank, European Central Bank, MBank, Environment, Commerzbank, PSBC, FX, Face, Risk, Central bank, Economic development, Annual, Yellow-fin, Common equity, German Finance Agency, MDA, Rote, Growth, Wealth management, Investment, Capital market, NPE

The Bank has almost achieved the key targets of its “Strategy 2024” and has laid a strong foundation for the targeted higher pay-out.

Key Points: 
  • The Bank has almost achieved the key targets of its “Strategy 2024” and has laid a strong foundation for the targeted higher pay-out.
  • By 2027, the revenue base is to be further expanded through consistent customer orientation and profitability is to be continuously increased.
  • The Bank’s financial steering will continue to be based on the cost-income ratio, which is planned to improve to around 55% by 2027.
  • For 2022 to 2024, the plan is still to distribute a total of €3 billion to shareholders through dividends and share buy-backs.

Randall Bond Joins Bank OZK as Regional Director for Trust and Wealth Group in Arkansas and Texas

Retrieved on: 
Tuesday, November 14, 2023
Texas A&M University, Bachelor of Arts, Campbell University, Probate, BBVA USA, Bank, PNC Financial Services, Wealth management, Real estate, Bar association, Advisory board, Bond, Bank OZK, Texas Capital Bank, ROCK, BBVA, World Affairs Council, Management, Trust

LITTLE ROCK, Ark., Nov. 14, 2023 (GLOBE NEWSWIRE) -- Bank OZK (Nasdaq: OZK) announced today that Randall “Randy” Bond has joined the company as Regional Director for the bank’s Trust and Wealth Group where he will oversee the Arkansas and Texas markets.

Key Points: 
  • LITTLE ROCK, Ark., Nov. 14, 2023 (GLOBE NEWSWIRE) -- Bank OZK (Nasdaq: OZK) announced today that Randall “Randy” Bond has joined the company as Regional Director for the bank’s Trust and Wealth Group where he will oversee the Arkansas and Texas markets.
  • In this role, Bond will lead an experienced team of trust professionals focused on the wealth management, fiduciary, advisory and planning needs of Bank OZK clients.
  • “Randy is a proven wealth management leader and Bank OZK is excited to have him join our team,” stated Chris Henry, Managing Director, Trust and Wealth.
  • Before leading trust and wealth strategy at Texas Capital Bank, Bond served as the Fiduciary Market Manager for Texas and Arizona for PNC Bank.

Stephens Private Wealth Management Hires Financial Consultant Megan Gray

Retrieved on: 
Friday, December 15, 2023
Consulting, Asset Management, Professional Services, Finance, University, Adviser, Wealth management, Chartered financial consultant, Financial services

Stephens, an independent financial services firm, today announced Megan Gray, CFP® Professional, ChFC®, joined the firm’s Private Wealth Management division as a Financial Consultant.

Key Points: 
  • Stephens, an independent financial services firm, today announced Megan Gray, CFP® Professional, ChFC®, joined the firm’s Private Wealth Management division as a Financial Consultant.
  • “Megan’s comprehensive wealth management approach fits well with the breadth and depth of services we provide our clients,” said Kevin Scanlon, executive vice president and head of Stephens Private Wealth Management.
  • “We are pleased to welcome Megan to our team.”
    Stephens Private Wealth Management offers a complete array of customized investment management solutions as well as wealth planning strategies and advice to help clients achieve their financial goals.
  • “I look forward to continuing the firm’s reputation for excellence.”
    Ms. Gray holds a Certified Financial PlannerTM Professional (CFP®) as well as a Chartered Financial Consultant® (ChFC®) designation.

Integrated Partners Continues Strong Growth Trajectory, Exceeds $3 Billion in New Assets in 2023

Retrieved on: 
Thursday, December 14, 2023
Personal Finance, Insurance, Finance, Asset Management, Consulting, Banking, Accounting, Professional Services, PRISM, Acquisition, Citywire, Wealth management, AUA, Partner, Wind River Systems, RIAS, Partnership, Growth, Integration, RIA, Financial adviser, Financial services

Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, today announces the results of another milestone year in 2023.

Key Points: 
  • Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, today announces the results of another milestone year in 2023.
  • With over $15.5 billion in assets under advisement (AUA), Integrated has added more than $3 billion in assets in 2023 alone.
  • This significant growth can be attributed, in part, to Integrated’s acquisition of $2.25 billion Laurel Wealth Advisors.
  • This transaction, one of many highlights in the year gone by, marked the firm's first acquisition and set the tone for Integrated’s ambition early in 2023.