Wealth | Jotup

Two Seasoned Women Advisors Seeking a Client-Centric and Servant Leader Culture that Champions Women in Leadership join SAGE Private Wealth Group

Retrieved on:

Friday, December 1, 2023

SAGE Private Wealth Group, a registered investment advisory firm, is delighted to announce the addition of accomplished women leaders to its growing team.

Key Points:

SAGE Private Wealth Group, a registered investment advisory firm, is delighted to announce the addition of accomplished women leaders to its growing team.
Kristi Wano and Christina Castrejon join SAGE PWG as Senior Vice Presidents -Senior Wealth Advisors.
Wano and Castrejon serve as role models, actively contributing to initiatives that empower women in an industry known for lacking diversity.
Kristi Wano is a veteran advisor having previously served as a VP Senior Wealth Advisor with Calamos and as Director and Private Wealth Advisor at BMO Private Bank, where she managed client relationships exceeding $400 million.

Greenwood Launches Greenwood Invest, A Stock Trading and Investing App Built to Enable Wealth Generation For Black and Latino Communities

Retrieved on:

Thursday, November 30, 2023

Greenwood , the digital financial platform for Black and Latino consumers and businesses, today announced Greenwood Invest, a cutting-edge stock investing and trading app that allows customers to invest in stocks and exchange-traded funds (ETFs).

Key Points:

Greenwood , the digital financial platform for Black and Latino consumers and businesses, today announced Greenwood Invest, a cutting-edge stock investing and trading app that allows customers to invest in stocks and exchange-traded funds (ETFs).
Already the largest Black-owned neobank platform in the industry, Greenwood Invest will help strengthen Greenwood’s position as the premier destination for wealth and professional advancement in the Black and Latino communities.
"Greenwood Invest is the embodiment of our deep-seated vision for Black and Latino financial empowerment," said Ryan Glover, CEO and Co-founder of Greenwood.
Greenwood Invest can now be downloaded on both iOS and Android platforms as part of the main Greenwood app.

Plinqit Experiences Strong Growth and Helps Banks Grow Deposits, Supported by Praxent

Retrieved on:

Thursday, November 30, 2023

Technology, Mobile, Wireless, Finance, Consulting, Fintech, Banking, Professional Services, Software, Asset Management, Growth, Wealth, Engineering, UX, Bank

The company has partnered with Praxent , a financial services digital consulting and development firm, to help power this ongoing momentum.

Key Points:

The company has partnered with Praxent , a financial services digital consulting and development firm, to help power this ongoing momentum.
Michigan-based Plinqit helps banks and credit unions generate deposits, attract new customers, and expand their retail footprint.
“As the battle for deposits persists, our High-Yield Savings solution helps banks better compete and retain relevance,” said Kathleen Craig, founder and CEO of Plinqit.
“We deliver above and beyond for every client, and we expect our partners to meet the same standards.

Global Blue Reports Q2 FY23/24 Financial Results, Delivering Growth and an Improved Capital Structure

Retrieved on:

Wednesday, November 29, 2023

In summary, Global Blue should be well placed to benefit from the progressive reopening of Mainland Chinese international travel.

Key Points:

In summary, Global Blue should be well placed to benefit from the progressive reopening of Mainland Chinese international travel.
In September 2023, the Group issued guidance and long-term targets as it continues to benefit from the strong growth drivers of the business; Global Blue Group Holding AG - Global Blue Introduces Financial Guidance and Long-term Targets .
On that basis, Global Blue is targeting Revenue growth of 7.0% to 11.0% for FY25/26 to FY27/28.
Global Blue is targeting pricing evolution and mix effects to result in a 3.0% differential between Sales in Store(3) and Revenue growth.

Wells Fargo & Company Declares Cash Dividends on Preferred Stock

Retrieved on:

Friday, November 17, 2023

Finance, Banking, Professional Services, Asset Management, Fintech, Corporation, NYSE, Investment management, Multimedia, Wells Fargo, Commercial bank, WFC, News, Housing, Wealth, Investment banking, Wells Fargo Center, Security (finance), Series

Wells Fargo & Company (NYSE: WFC) today announced dividends on seven series of preferred stock.

Key Points:

Wells Fargo & Company (NYSE: WFC) today announced dividends on seven series of preferred stock.
A quarterly cash dividend of $414.06 per share was declared on its 6.625% fixed-to-floating noncumulative perpetual class A preferred stock, Series R, liquidation preference $25,000 per share.
A quarterly cash dividend of $351.56 per share was declared on its 5.625% noncumulative perpetual class A preferred stock, Series Y, liquidation preference $25,000 per share.
News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories .

Visory Health COO Wins Gold Globee® Award, Women in Business

Retrieved on:

Thursday, November 16, 2023

Visory Health, a simple, patient-first platform that provides lower prices on prescriptions, announces that its Chief Operating Officer, Debbie Sanders, has received the esteemed Gold Globee® Award for Women in Business in the Female Achiever, Women Helping Women category.

Key Points:

Visory Health, a simple, patient-first platform that provides lower prices on prescriptions, announces that its Chief Operating Officer, Debbie Sanders, has received the esteemed Gold Globee® Award for Women in Business in the Female Achiever, Women Helping Women category.
At Visory Health, Sanders leads the technology development for the company’s first-of-its-kind cloud-based adjudication system resulting in an innovative pricing model, cost-effective medications, and transparent transactions.
Visory Health has scaled its technology to reach over 3.42 million consumers and work with more than 24,000 pharmacies nationwide — all to improve the health and wellness of American communities.
To find providers available in your area, please see a full list of Visory Health supported pharmacies here .

KKR Releases “A New Foundation for Global Wealth: Rebuilding Portfolios for the New Regime”

Retrieved on:

Thursday, November 16, 2023

Banking, Asset Management, Professional Services, Finance, Private credit, Wealth, Investment, KKR, Investment company, Credit, Portfolio, Private equity, Publication, Financial services, Security (finance)

KKR, a leading global investment firm, today announced the release of “A New Foundation for Global Wealth: Rebuilding Portfolios for the New Regime” by Paula Campbell Roberts, Chief Investment Strategist for Private Wealth.

Key Points:

KKR, a leading global investment firm, today announced the release of “A New Foundation for Global Wealth: Rebuilding Portfolios for the New Regime” by Paula Campbell Roberts, Chief Investment Strategist for Private Wealth.
This is the first release in Investing for Wealth, a planned series of notes focused on the evolving role of private markets assets in individual portfolios.
Boost Returns: Enhances total return potential by reallocating some bond exposure to Private Equity, Private Credit and Private Infrastructure while maintaining a healthy exposure to Public Equities.
To read prior installments in our portfolio construction series, click here , here , here and here .

Whitehorse Liquidity Partners Expands Capital Management Team with Two Senior Hires

Retrieved on:

Monday, November 13, 2023

Banking, Asset Management, Professional Services, Finance, Jules Kroll, AlpInvest Partners, KBRA, Senior management, Liongate Capital Management, Wealth, Bank

Whitehorse Liquidity Partners (together with its advisory affiliates, “Whitehorse”), a specialized investment manager focused on providing customized portfolio financing through structured liquidity solutions for private equity portfolios, today announced it is expanding its distribution capabilities with two new hires in its Capital Management team.

Key Points:

Whitehorse Liquidity Partners (together with its advisory affiliates, “Whitehorse”), a specialized investment manager focused on providing customized portfolio financing through structured liquidity solutions for private equity portfolios, today announced it is expanding its distribution capabilities with two new hires in its Capital Management team.
Joe Gallitano joins the firm as Senior Principal, Head of Private Wealth, and Pramit Sheth joins as Senior Principal, Head of Structured Products.
“As we always say, without investors there would be no Whitehorse.
With these additions, Whitehorse now has 170 employees globally across a Toronto office and a London, United Kingdom office.

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

Retrieved on:

Wednesday, December 13, 2023

CRM, Fintech, Asset, Algorithm, Asset management, Artificial intelligence, Intelligence, Marketing, Partnership, Investment, Growth, Wealth, AI, AMP, Rutka, Electric motor, Cryptocurrency

BOULDER, Colo. and NEW YORK, Dec. 13, 2023 /PRNewswire/ -- In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of frictionless wealth management enterprise solutions, real-time data capabilities, and enhanced wealth advisor and investor experiences. This alliance will combine TIFIN AMP's real-time, AI-driven insights with BetaNXT's exclusive connected data capabilities, allowing asset managers to optimize their distribution efforts to financial advisors and wealth managers to enhance their data provision offerings with intelligence-driven solutions.

Key Points:

Asset Managers will be able to leverage TIFIN AMP + BetaNXT's data ecosystem for greater precision and higher conversion in their distribution efforts.
This collaboration will allow asset managers to leverage BetaNXT's data ecosystem in cooperation with BetaNXT wealth management clients, enabling significantly more precise fund distribution efforts.
"TIFIN AMP aims to revolutionize intermediary distribution," declared TIFIN AMP CEO Sal Gagliano.
To learn more about TIFIN AMP and its revolutionary approach to modern investment distribution, visit www.tifin.com/amp or contact us directly at [email protected] .

Winnow Named "Legalweek Leaders in Tech Law Awards" Finalist 2nd Year in a Row

Retrieved on:

Tuesday, December 12, 2023

Regulatory technology, Partner, Founding, AI Global Media, Wealth, Computer, Orrick, Herrington & Sutcliffe, Fintech, Financial adviser, Winnowing

ANAHEIM, Calif., Dec. 12, 2023 /PRNewswire/ -- Winnow Solutions, LLC, the award-winning compliance and automated change management provider, has been named a finalist in the "Legalweek Leaders in Tech Law Awards 2024." The company gained acknowledgments in the "Regulatory, Governance and Compliance Technology" and "Data Privacy & CyberSecurity" categories. The awards recognize innovation in the legal technology sector and spotlight those working on game-changing projects and initiatives in the US.

Key Points:

ANAHEIM, Calif., Dec. 12, 2023 /PRNewswire/ -- Winnow Solutions, LLC , the award-winning compliance and automated change management provider, has been named a finalist in the " Legalweek Leaders in Tech Law Awards 2024 ."
Previously, Winnow has received recognition at the Banking Tech Awards USA, Finovate Awards, and Wealth & Finance International Awards.
"Winnow is honored and humbled to be named a finalist for the second year at the Legalweek Leaders in Tech Law Awards," said Chris Hilliard, COO and Founding Member of Winnow.
The winners of the "Legalweek Leaders in Tech Law Awards 2024" will be announced at a special awards ceremony on Monday, January 29, 2024.