Brokerage firms

Advisor Group Kicks Off Annual W Forum Conference, A National Virtual Event For Women Financial Professionals

Retrieved on: 
Tuesday, June 15, 2021
Ladenburg Thalmann, Brokerage firms, Service companies, Advisor Group, Ladenburg, Companies, Financial services

PHOENIX, June 15, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the kickoff of its 15th annual W Forum conference for women financial professionals, associates and home-office employees.

Key Points: 
  • PHOENIX, June 15, 2021 /PRNewswire/ -- Advisor Group, the nation's largest network of independent wealth management firms, today announced the kickoff of its 15th annual W Forum conference for women financial professionals, associates and home-office employees.
  • Women financial professionals contributed proportionately to this increase and were responsible for nearly 20% of the record growth.
  • Growing the ranks of women financial professionals across our firms is an indispensable part of Advisor Group's overall success story."
  • This year's W Forum marks the first time the event will combine elements of Advisor Group's Women Forward Initiative and the Ladenburg Institute of Women and Finance, Ladenburg Thalmann's former network-wide program supporting growth for women financial professionals.

Integrated Partners Adds Creidim Wealth Partners, Nears $1B in Recruited Advisory Assets in 2021

Retrieved on: 
Tuesday, June 15, 2021
Other Professional Services, Insurance, Finance, Consulting, Banking, Small business, Accounting, Professional services, Finance, Money, United States securities law, Brokerage firms, LPL Financial, Economy, Financial adviser, Securities Investor Protection Corporation, Financial Industry Regulatory Authority, Registered Investment Adviser, QNB Bank

Integrated Partners , a national financial planning and registered investment advisory firm, announced today that Creidim Wealth Partners has joined the national advisory platform, adding its $150M firm to the Integrated universe of financial advisors and CPAs as the organization continues to record its best recruiting year ever.

Key Points: 
  • Integrated Partners , a national financial planning and registered investment advisory firm, announced today that Creidim Wealth Partners has joined the national advisory platform, adding its $150M firm to the Integrated universe of financial advisors and CPAs as the organization continues to record its best recruiting year ever.
  • When advisors align perfectly with Integrateds core values, it is a beautiful thing, said Rob Sandrew , Chief Growth Officer, Integrated Partners.
  • The financial consultants of Integrated Partners are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.
  • Integrated Partners, and Creidim Wealth Partners are separate entities from LPL Financial.

Itiviti automated trading solution named Best Trading Solution for Listed Securities for 2nd Consecutive Year

Retrieved on: 
Tuesday, June 15, 2021
New York Stock Exchange, Financial markets, Finance, Service companies, Brokerage firms, Money

NEW YORK, June 15, 2021 /PRNewswire/ -- Itiviti, a Broadridge Financial Solutions, Inc. (NYSE:BR) business, today announced its Tbricks automated trading solution has been named Best Trading Solution for Listed Securities (Equities/Derivatives) at this year's TradingTech Insight USA Awards.

Key Points: 
  • NEW YORK, June 15, 2021 /PRNewswire/ -- Itiviti, a Broadridge Financial Solutions, Inc. (NYSE:BR) business, today announced its Tbricks automated trading solution has been named Best Trading Solution for Listed Securities (Equities/Derivatives) at this year's TradingTech Insight USA Awards.
  • "Many congratulations to Itiviti for winning Best Trading Solution for Listed Securities (Equities/Derivatives) in our prestigious TradingTech Insight Awards USA 2021," said Andrew Delaney, President & Chief Content Officer of A-Team Group.
  • We will continue to invest heavily in Tbricks to significantly improve its automation, usability and performance for derivatives trading.
  • Itiviti provides nearly 2,000 financial institutions worldwide with flexible, cross-asset trading solutions that cover the full trade lifecycle.

Itiviti automated trading solution named Best Trading Solution for Listed Securities for 2nd Consecutive Year

Retrieved on: 
Tuesday, June 15, 2021
New York Stock Exchange, Financial markets, Finance, Service companies, Brokerage firms, Money

NEW YORK, June 15, 2021 /PRNewswire/ -- Itiviti, a Broadridge Financial Solutions, Inc. (NYSE:BR) business, today announced its Tbricks automated trading solution has been named Best Trading Solution for Listed Securities (Equities/Derivatives) at this year's TradingTech Insight USA Awards.

Key Points: 
  • NEW YORK, June 15, 2021 /PRNewswire/ -- Itiviti, a Broadridge Financial Solutions, Inc. (NYSE:BR) business, today announced its Tbricks automated trading solution has been named Best Trading Solution for Listed Securities (Equities/Derivatives) at this year's TradingTech Insight USA Awards.
  • "Many congratulations to Itiviti for winning Best Trading Solution for Listed Securities (Equities/Derivatives) in our prestigious TradingTech Insight Awards USA 2021," said Andrew Delaney, President & Chief Content Officer of A-Team Group.
  • We will continue to invest heavily in Tbricks to significantly improve its automation, usability and performance for derivatives trading.
  • Itiviti provides nearly 2,000 financial institutions worldwide with flexible, cross-asset trading solutions that cover the full trade lifecycle.

Finvasia Group Acquires Fxview, a Leader in FX and CFDs

Retrieved on: 
Tuesday, June 15, 2021
Banking, Professional services, Venture capital, Finance, Finance, Money, Financial markets, Brokerage firms, Finvasia, Economy, Financial technology

Finvasia Group, which operates multiple brands in the FinTech industry today announced that it acquired Cyprus-based financial services company, Fxview.

Key Points: 
  • Finvasia Group, which operates multiple brands in the FinTech industry today announced that it acquired Cyprus-based financial services company, Fxview.
  • FINVASIA Group has acquired 100% stake in the company for an undisclosed sum.
  • Fxview is a leading financial services and CFD broker that services clients in over 25 countries and is registered with over 6 different regulatory bodies across Europe.
  • Commenting on the acquisition, Sarvjeet Virk, Managing Director of Finvasia Group said, Were delighted to add Fxview to our portfolio.

Former Wirehouse Advisor Joins Commonwealth Affiliate Waypoint Financial

Retrieved on: 
Monday, June 14, 2021
Banking, Professional services, Finance, Finance, Money, United States securities law, Investment, Brokerage firms, Primary dealers, Subprime mortgage crisis, Financial adviser, Registered Investment Adviser, Merrill, Securities Investor Protection Corporation, Financial Industry Regulatory Authority

Fuller, formerly with Merrill Lynch, joins Commonwealth affiliate Waypoint Financial in Friendswood, Texas, as a senior partner, working alongside founding partner Rex Richards, MBA, CRPC.

Key Points: 
  • Fuller, formerly with Merrill Lynch, joins Commonwealth affiliate Waypoint Financial in Friendswood, Texas, as a senior partner, working alongside founding partner Rex Richards, MBA, CRPC.
  • Waypoint Financial has been with Commonwealth since 2009 and is dedicated to making a difference in the lives of its clients by investing in relationships for the long term.
  • Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide.
  • Power 2010, 2012, 2013, 2014, 2018, 2019, and 2020 Financial Advisor Satisfaction Studies of customers satisfaction among financial advisors.

Moneta Attracts International Investment Strategist as New Chief Investment Officer

Retrieved on: 
Thursday, June 10, 2021
Professional services, Finance, Finance, Registered Investment Adviser, Investment, Brokerage firms

Moneta , a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to announce the appointment of Aoifinn Devitt, an Ireland native, as its new Chief Investment Officer (CIO).

Key Points: 
  • Moneta , a 100% partner-owned registered investment advisor (RIA) headquartered in Missouri, is proud to announce the appointment of Aoifinn Devitt, an Ireland native, as its new Chief Investment Officer (CIO).
  • Her responsibilities will include aligning Monetas investment programs with broader firm goals, as well as overseeing the research, evaluation and selection of asset classes and investment vehicles.
  • Aoifinns impressive skill set and extensive experience across asset classes and management structures make her the perfect fit for the CIO role, said Keith Bowles, Chief Operating Officer of Moneta.
  • Moneta Group Investment Advisors, LLC is a registered investment advisor with $27.4 billion in assets under management, headquartered in the Midwest.

LPL Financial, Bleakley Financial Group Welcome the Patterson Group & Steve Owings

Retrieved on: 
Thursday, June 10, 2021
Brokerage firms, Finance, Money, LPL Financial, Financial adviser, Financial services, Advisor Group, Registered Investment Adviser, Financial Advisor

CHARLOTTE, N.C., June 10, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that financial advisors John Patterson, Steve Owings, Joe Patterson and McKee Nunnally have joined LPL Financials broker-dealer, hybrid (RIA) and custodial platforms, aligning with Bleakley Financial Group, an existing large enterprise serving LPL-affiliated advisors.

Key Points: 
  • CHARLOTTE, N.C., June 10, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced that financial advisors John Patterson, Steve Owings, Joe Patterson and McKee Nunnally have joined LPL Financials broker-dealer, hybrid (RIA) and custodial platforms, aligning with Bleakley Financial Group, an existing large enterprise serving LPL-affiliated advisors.
  • Andy Schwartz, co-founder and principal of Bleakley Financial, stated, "We couldnt be more excited to partner with John, Steve and the rest of the Bleakley Atlanta team.
  • Investment advice from Bleakley Financial Group is offered through Private Advisor Group, a registered investment Advisor
    Throughout this communication, the terms financial advisors and advisors are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.
  • Bleakley Financial Group, Private Advisor Group and LPL Financial are separate entities.

Atom Finance Announces First Enterprise Partnership With Inter, the Brazilian Multi-service Digital Platform

Retrieved on: 
Wednesday, June 9, 2021
Software, Technology, Professional services, Finance, Brokerage firms, Investment banks, Corporate finance, Equity securities, Primary dealers, Atom Finance, Banco Inter, ATOM FINANCE, BANCO INTER

Atom Finance , the consumer software platform providing institutional-quality investment resources, today announced its first product integration partnership with Inter, a complete digital platform that revolutionized the banking market in Brazil and goes beyond financial services, including shopping, insurance and investments.

Key Points: 
  • Atom Finance , the consumer software platform providing institutional-quality investment resources, today announced its first product integration partnership with Inter, a complete digital platform that revolutionized the banking market in Brazil and goes beyond financial services, including shopping, insurance and investments.
  • The Atom platform launched in 2019 to provide the growing population of individual investors with sophisticated, easy-to-use investment research and portfolio monitoring tools.
  • The partnership with Inter marks Atoms expansion internationally and first enterprise deal, swiftly providing a white-labeled service to banks and brokerage firms globally to bolster their user experience.
  • Atoms sophisticated white-label offerings promptly equip businesses with best-in-class investment resources for their clients that would otherwise take years to build in-house.

Apex Clearing Partners with CommunityAmerica Financial Solutions to Provide Credit Unions a Frictionless Experience

Retrieved on: 
Wednesday, June 9, 2021
Finance, Money, United States securities law, Financial markets, Brokerage firms, Financial Industry Regulatory Authority, Financial adviser, Registered Investment Adviser, Broker-dealer, Securities Investor Protection Corporation

Apex's innovative technology and industry knowledge will enable CAFS to provide credit unions a more robust and comprehensive investment experience for their advisors and members.

Key Points: 
  • Apex's innovative technology and industry knowledge will enable CAFS to provide credit unions a more robust and comprehensive investment experience for their advisors and members.
  • From aggregated online account view to world-class money management and state-of-the-art financial planning technology, CAFS digitizes the advisor experience.
  • CommunityAmerica Financial Solutions ("CAFS") is an SEC-registered investment advisor, FINRA-registered broker-dealer and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country.
  • Founded in 2012, Apex Clearing is registered with the SEC, a member of FINRA and a participant in SIPC.