Wealth

StepStone Group Announces 2024 Partner and Managing Director Promotions

Retrieved on: 
Thursday, February 1, 2024
Portfolio management, Consumer, Wealth, Private equity, Venture capital, NeXT, Pension fund

NEW YORK, Feb. 01, 2024 (GLOBE NEWSWIRE) -- StepStone Group Inc. (Nasdaq: STEP), a global private markets investment firm focused on providing customized investment solutions and advisory and data services, has named 8 new partners and 18 new managing directors.

Key Points: 
  • NEW YORK, Feb. 01, 2024 (GLOBE NEWSWIRE) -- StepStone Group Inc. (Nasdaq: STEP), a global private markets investment firm focused on providing customized investment solutions and advisory and data services, has named 8 new partners and 18 new managing directors.
  • Congratulations to all.”
    David Allen joined StepStone in 2021 and is based in Dublin.
  • He is CEO of StepStone’s EU Alternative Investment Fund Manager (AIFM) and a member of the Private Debt team.
  • Lisa Larsson joined StepStone in 2017 and is based in New York.

First Savings Financial Group, Inc. Reports Financial Results for the First Fiscal Quarter Ended December 31, 2023

Retrieved on: 
Tuesday, January 30, 2024
Growth, SBA, BANK, FDIC, FHLB, News, Wealth, ASU, BEST, Mr. Cooper, Comparison, Three Months, Savings bank, Bank, Sale, Letter, Common, Insurance, Federal Home Loan Banks, Finance, Real estate

The core banking segment reported net income of $4.0 million, or $0.59 per diluted share for the quarter ending December 31, 2023.

Key Points: 
  • The core banking segment reported net income of $4.0 million, or $0.59 per diluted share for the quarter ending December 31, 2023.
  • Noninterest income decreased $2.4 million for the three months ended December 31, 2023 as compared to the same period in 2022.
  • Noninterest expense decreased $1.5 million for the three months ended December 31, 2023 as compared to the same period in 2022.
  • Comparison of Financial Condition at December 31, 2023 and September 30, 2023
    Total assets increased $19.2 million, from $2.29 billion at September 30, 2023 to $2.31 billion at December 31, 2023.

Cambridge Savings Bank Supports Acquisition of Melrose Affordable Housing Corporation’s New Property with Strategic Lending Package

Retrieved on: 
Thursday, February 1, 2024
Professional Services, Residential Building & Real Estate, Commercial Building & Real Estate, Finance, Construction & Property, Banking, Partnership, Homelessness, Housing, Wealth, CSB, Savings bank, ROC, Acquisition, Treasury management, Face, Bank

The MAHC is a local nonprofit organization committed to establishing safe and affordable housing options for low- and moderate-income individuals who desire to live in Melrose.

Key Points: 
  • The MAHC is a local nonprofit organization committed to establishing safe and affordable housing options for low- and moderate-income individuals who desire to live in Melrose.
  • “Cambridge Savings Bank’s intimate familiarity with Melrose and the needs of its residents made a significant difference throughout the process of acquiring our most recent affordable housing property,” said Steve Anderson, President of Melrose Affordable Housing Corporation.
  • “The Melrose Affordable Housing Corporation is doing important work by advocating for and taking action to support disadvantaged individuals and families in Melrose.
  • The bank also recently donated to Cambridge Housing Authority and Caritas Communities to support programs focused on combating homelessness in Boston.

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

Retrieved on: 
Tuesday, January 30, 2024
Software, Personal Finance, Finance, Asset Management, Artificial Intelligence, Professional Services, Technology, Fintech, Growth, RIA, Research, Wealth, Marketing, HNW, Savvy, Financial adviser

Savvy Wealth , a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM) .

Key Points: 
  • Savvy Wealth , a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM) .
  • An in-house investment management solution replete with diversified and low-cost investment strategies, SWIM enables the creation and management of personalized investment portfolios tailored to the firm’s high-net-worth (HNW) client base.
  • Portfolios are managed by Savvy’s investment team, who oversees active asset allocation, timely rebalancing, tax-loss harvesting and cash management.
  • For more information about Savvy Advisors Investment Management, please visit its website .

UNFCU Foundation Announces 2024 Grants that Invest in Projects Tackling Poverty

Retrieved on: 
Friday, February 2, 2024
Homelessness, Sanctuary for Families, YWCA, Wealth, Community development, Adolescence, UN, UNHCR, Survivor, Female, Food industry, Mental, Sustainable Development Goals, Building, Organization, Partnership, Health, Refugee, IRC, Literacy, Village Enterprise, Entrepreneurship, Workforce, UNICEF, Woman, United Nations Population Fund, Floating Hospital, REAP, Earthquake, BIPOC, UNFPA, BOMA, Employment, Poverty, Hope, Executive, Family, International Rescue Committee, Nursing

LONG ISLAND CITY, N.Y., Feb. 2, 2024 /PRNewswire/ -- UNFCU Foundation announced that this year it is providing $645K to 19 grant partners on three continents. Projects align with UNFCU Foundation's mission to sustain pathways out of poverty for marginalized women and youth. Catalyzing this work is access to critical health care, livelihood training, and quality education that UNFCU Foundation has prioritized since 2015.

Key Points: 
  • Projects align with UNFCU Foundation's mission to sustain pathways out of poverty for marginalized women and youth.
  • This creates agency for women and youth to thrive," said Yma Gordon, the Executive Director of the UNFCU Foundation.
  • "Given global challenges and setbacks in poverty alleviation, we remain more focused than ever on localizing the UN Sustainable Development Goals ," said Pamela Agnone, Chairperson of the UNFCU Foundation.
  • UNFCU Foundation awards grants to non-profit, non-governmental, and UN organizations with track records of accomplishment, notably UN SDG impact.

Wealth Dynamix Now Available on Temenos Exchange

Retrieved on: 
Thursday, February 1, 2024
Partnership, Multimedia, Dynamix, Wealth, UHNW, Fintech, CLM, Ecosystem, CRM, Architecture, Private, Innovation

LONDON, Feb. 1, 2024 /PRNewswire/ -- Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

Key Points: 
  • Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.
  • LONDON, Feb. 1, 2024 /PRNewswire/ -- Wealth Dynamix , a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange , the partner ecosystem of integrated fintech solutions.
  • The integration with Temenos and joining Temenos Exchange means Wealth Dynamix can write once and be readily available to the thousands of banks globally that run on our platform."
  • "Wealth Dynamix availability on Temenos Exchange further extends our commitment to the banking community and enables Temenos customers to easily reap the benefits of Wealth Dynamix.

Wealth Dynamix Now Available on Temenos Exchange

Retrieved on: 
Thursday, February 1, 2024
Partnership, Dynamix, Wealth, UHNW, Fintech, CLM, Ecosystem, CRM, Architecture, Private, Innovation

LONDON, Feb. 1, 2024 /PRNewswire/ -- Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

Key Points: 
  • Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership.
  • LONDON, Feb. 1, 2024 /PRNewswire/ -- Wealth Dynamix , a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange , the partner ecosystem of integrated fintech solutions.
  • The integration with Temenos and joining Temenos Exchange means Wealth Dynamix can write once and be readily available to the thousands of banks globally that run on our platform."
  • "Wealth Dynamix availability on Temenos Exchange further extends our commitment to the banking community and enables Temenos customers to easily reap the benefits of Wealth Dynamix.

Visory Health Announces The Kroger Company As Preferred Pharmacy

Retrieved on: 
Wednesday, January 24, 2024
Senior, App Store (iOS/iPadOS), Woman, Food, Partnership, Friends, Fry, Medicine, Prescription, Wealth, Pharmacy, Google Wallet, Caregiver, Smith, Apple Wallet, Google Play, Health insurance

Together Kroger and Visory Health connect caregivers, women and underserved communities with increased accessibility to affordable healthcare.

Key Points: 
  • Together Kroger and Visory Health connect caregivers, women and underserved communities with increased accessibility to affordable healthcare.
  • Because Visory Health and Kroger share similar values, Visory Health encourages consumers to use Kroger as their preferred retailer.
  • Visory Health is the only prescription savings program that is boldly addressing the financial burden of prescriptions that disproportionately impacts women and low-income families.
  • “Naming Kroger as our preferred pharmacy aligns perfectly with Visory Health, as we’re both working to build healthier lives and communities,” said CEO and Founder Susan Lang.

Bernstein Private Wealth Management Announces Expansion of Ultrahigh-Net-Worth Platform

Retrieved on: 
Monday, January 29, 2024
UHNW, Research, JPMorgan Chase, Niels Bohr, Journalism, Brigham Young University, Family Firm Institute, Wealth, Morgan Stanley, AllianceBernstein, AB, Investment, Integration, Pennsylvania State University, Marketing, First Republic, Platform, Growth, Tutoring

NEW YORK, Jan. 29, 2024 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform with an offering designed to help clients navigate the growing complexities of wealth and build a multigenerational legacy.

Key Points: 
  • NEW YORK, Jan. 29, 2024 /PRNewswire/ -- Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein L.P. (NYSE: AB), today announced the expansion of its Ultrahigh-Net-Worth (UHNW) Platform with an offering designed to help clients navigate the growing complexities of wealth and build a multigenerational legacy.
  • "Clients today are increasingly looking for a unified wealth plan centered around legacy with the understanding that complexity is not always financial.
  • That's why our evolved UHNW Platform offers a more holistic approach to not only manage wealth but the anxieties that come with that wealth."
  • In coordination with the expansion, Bernstein has appointed three senior executives:
    Amanda Bohr, Director of Strategic Partnerships.

Wells Fargo & Company Announces Common Stock Dividend

Retrieved on: 
Tuesday, January 23, 2024
Banking, Professional Services, Finance, Wells Fargo Center, Corporation, Investment banking, Multimedia, Housing, Wells Fargo, WFC, News, Investment management, Wealth, Commercial bank

Wells Fargo & Company (NYSE: WFC) today announced its board of directors approved a quarterly common stock dividend of $0.35 per share, payable March 1, 2024, to stockholders of record on Feb. 2, 2024.

Key Points: 
  • Wells Fargo & Company (NYSE: WFC) today announced its board of directors approved a quarterly common stock dividend of $0.35 per share, payable March 1, 2024, to stockholders of record on Feb. 2, 2024.
  • View the full release here: https://www.businesswire.com/news/home/20240123114927/en/
    Wells Fargo Bank branch located in the Wells Fargo Center (Photo: Wells Fargo)
    Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets.
  • Wells Fargo ranked No.
  • News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories .