Turnkey asset management program

Safe Life's U.S. Expansion Continues with the Strategic Acquisitions of AED Authority and AED Market

Retrieved on: 
Monday, November 13, 2023
Acquisition, Creativity, AED, Loner (Alison Wonderland album), Safe-life design, Turnkey asset management program, AED (non-profit), Pharmaceutical industry, Management

FRANKLIN, Tenn., Nov. 13, 2023 /PRNewswire/ -- Safe Life, a Stockholm-based company with portfolio companies across Europe and North America, has expanded its reach in the United States by acquiring AED Authority® and AED Market.

Key Points: 
  • FRANKLIN, Tenn., Nov. 13, 2023 /PRNewswire/ -- Safe Life, a Stockholm-based company with portfolio companies across Europe and North America, has expanded its reach in the United States by acquiring AED Authority® and AED Market.
  • These acquisitions build upon the successful integration of Coro Medical, Safe Life's first U.S. acquisition, which established their cornerstone for the American defibrillation industry.
  • "We are excited to welcome AED Authority® and AED Market to Safe Life," states Jimmy Eriksson, Safe Life CEO.
  • AED Market specializes in making AEDs accessible for both public and private use, providing exceptional customer service and affordable options.

Introducing Portfolio360: Dynamic Unveils Seamless Advisor Portal Experience To Access its Asset Management Capabilities

Retrieved on: 
Wednesday, October 4, 2023
Software, Mobile, Wireless, Accounting, Networks, Professional Services, Internet, Business, Fintech, Data Management, Apps, Applications, Technology, Asset Management, Finance, Turnkey asset management program, Freedom, TAMP, RIA, FAQ, ETF, Collection, Investment management, Dynamics, RIAS, Financial adviser

Dynamic Advisor Solutions dba Dynamic Wealth Advisors , a national Registered Investment Advisor (RIA) and professional services provider for wealth advisors, announced the official launch of Portfolio360, a custom-developed advisor portal to ease integration and minimize disruption for third-party RIAs using its asset management services.

Key Points: 
  • Dynamic Advisor Solutions dba Dynamic Wealth Advisors , a national Registered Investment Advisor (RIA) and professional services provider for wealth advisors, announced the official launch of Portfolio360, a custom-developed advisor portal to ease integration and minimize disruption for third-party RIAs using its asset management services.
  • This marks a milestone for Dynamic as it extends its asset management experience beyond its core network of advisors for the first time in the firm’s 14-year history.
  • The Portfolio360 advisor portal is an integral component of Dynamic’s modified Turnkey Asset Management Program (TAMP) for non-network advisory firms and part of a strategic initiative by the firm to accelerate development of its institutionalized asset management services.
  • The portal serves those wealth advisors desiring to maintain their own technology while outsourcing their portfolio management.

First Financial Bankshares, Inc. Names Jurado to EVP, Chief Audit Executive Role

Retrieved on: 
Friday, September 22, 2023
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ABILENE, Texas, Sept. 22, 2023 /PRNewswire/ -- First Financial Bankshares, Inc. (NASDAQ: FFIN) ("First Financial" or the "Company") announced the appointment of Javier Jurado as Executive Vice President and Chief Audit Executive.

Key Points: 
  • ABILENE, Texas, Sept. 22, 2023 /PRNewswire/ -- First Financial Bankshares, Inc. (NASDAQ: FFIN) ("First Financial" or the "Company") announced the appointment of Javier Jurado as Executive Vice President and Chief Audit Executive.
  • He will oversee and execute internal audit planning and reporting, and report directly to the Audit Committee.
  • Jurado brings more than 19 years of audit experience to First Financial, including his most recent posts in audit management at large banks and a public accounting firm.
  • "We are pleased to welcome Javier to the company," said F. Scott Dueser, Chairman, President and CEO of First Financial Bankshares.

Group14 Technologies Appoints Chemical Industry Leader Dr. Kim Ann Mink to its Board of Directors

Retrieved on: 
Thursday, September 14, 2023
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WOODINVILLE, Wash., Sept. 14, 2023 /PRNewswire/ -- Group14 Technologies, the leading global manufacturer and supplier of advanced silicon battery technology, today announced the appointment of Dr. Kim Ann Mink to its board as its second independent director. Dr. Mink's leadership and expertise in the chemical industry will be a crucial asset to support Group14's growth as it scales its global manufacturing capacity in the US, Asia and Europe.

Key Points: 
  • After more than three decades in large multinational chemical companies, Dr. Mink brings a unique industry perspective to the board.
  • "Group14 has been successful in commercializing a proven, protected and scalable technology that addresses a real market need," Dr. Mink said.
  • "With unparalleled industry experience as a leader at some of the most successful global chemical companies, Kim Ann is a dynamic, energetic and highly sought-after advisor, which makes her the perfect addition to strengthen Group14's board," said Rick Luebbe, CEO and co-founder of Group14 Technologies.
  • "As we gear up for company growth, Kim Ann will be a critical voice on the Group14 board as we execute on our long-term vision for the electrification of everything."

FusionIQ Expands into Canada With All-In-One Platform for Digital Wealth Management

Retrieved on: 
Wednesday, September 13, 2023
Business development, Turnkey asset management program, CFA, Growth, Digital, Development, Financial adviser

WOBURN, Mass., Sept. 13, 2023 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced its expansion into the Canadian market. As a firm with a deep understanding of the unique nuances of the Canadian financial landscape, FusionIQ is poised to transform Canadian wealth management with its innovative FusionIQ One platform, while opening doors for Canadian firms to deliver unparalleled digital experiences to advisors and their clients.

Key Points: 
  • As a firm with a deep understanding of the unique nuances of the Canadian financial landscape, FusionIQ is poised to transform Canadian wealth management with its innovative FusionIQ One platform, while opening doors for Canadian firms to deliver unparalleled digital experiences to advisors and their clients.
  • "Our Canadian expansion marks a new era in our digital wealth journey, as we bring our award-winning platform to Canada," said Mark Healy, Chief Executive Officer of FusionIQ.
  • FusionIQ has been eyeing the Canadian market for several years, and the timing is now ideal to introduce its all-in-one platform that gives financial advisors and institutions an easy on-ramp to digital wealth.
  • Helping oversee the implementation of FusionIQ One in Canada is a dedicated Canadian team, led by Howard Atkinson, CFA, Head of Business Development for FusionIQ Canada.

FusionIQ Recognized as Finalist in Two Categories of the Wealth Management 2023 'Wealthies' Industry Awards

Retrieved on: 
Wednesday, June 7, 2023
Turnkey asset management program, TAMP, The Wealthy Barber, Organization, Tamaulipas, Name, Audio and Radio Industry Awards, Map, RIAS, Financial adviser

The Digital Model Marketplace makes it easy for advisors and clients to create personalized portfolio solutions at scale.

Key Points: 
  • The Digital Model Marketplace makes it easy for advisors and clients to create personalized portfolio solutions at scale.
  • Being a Wealthies finalist validates our easy to implement approach to digital and speaks to the value we're bringing our clients.
  • We also extend our congratulations to the other finalists and look forward to celebrating with them at the awards ceremony in September."
  • "The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry," said David Armstrong, director of editorial strategy and operations.

Black & Veatch Hires Chief Client Officer as Company Addresses Megatrends Impacting the World

Retrieved on: 
Monday, January 30, 2023
Oil, Gas, Alternative Energy, Construction & Property, Green Technology, Energy, Sustainability, Manufacturing, Technology, Consulting, Professional Services, Environment, Other Technology, Other Energy, Utilities, Other Construction & Property, Engineering, CCO, University of Bristol, Wharton School of the University of Pennsylvania, Government, United Kingdom, Hogan, Black & Veatch, Turnkey asset management program, Face, University, Shell plc, Marketing, Chemistry, Strategy, British Gas, Doctor of Philosophy, Sales, Honeywell, Black

Black & Veatch, a global leader in critical infrastructure solutions, has announced Patrick Hogan as the company’s first Chief Client Officer (CCO) and member of the company’s leadership team.

Key Points: 
  • Black & Veatch, a global leader in critical infrastructure solutions, has announced Patrick Hogan as the company’s first Chief Client Officer (CCO) and member of the company’s leadership team.
  • The senior leadership position is part of Black & Veatch’s strategic transformation that further strengthens the company’s focus on client relationships to ensure client satisfaction.
  • As CCO, Hogan will partner with professionals across the company to align Black & Veatch’s full portfolio of integrated solutions and services with the needs of clients globally.
  • “Black & Veatch is not only known globally as a company with deep expertise in solving clients’ infrastructure challenges, but as a company that is innovative, forward-looking and focused on the future,” Hogan said.

Siltstone Capital Announces the Addition of Two New Advisory Board Members

Retrieved on: 
Tuesday, February 14, 2023
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HOUSTON, Feb. 14, 2023 /PRNewswire-PRWeb/ -- Siltstone Capital ("Siltstone") is pleased to announce the recent addition of two new Advisory Board members, Sofia Adrogue and Vijay Bondada. Ms. Adrogue and Mr. Bondada will join Siltstone's existing Advisory Board Members, Will Wiener and Eric Chenoweth.

Key Points: 
  • Siltstone Capital is pleased to announce the recent addition of two new Advisory Board members, Sofia Adrogue and Vijay Bondada.
  • Ms. Adrogue and Mr. Bondada will join Siltstone's existing Advisory Board Members, Will Wiener and Eric Chenoweth.
  • HOUSTON, Feb. 14, 2023 /PRNewswire-PRWeb/ -- Siltstone Capital ("Siltstone") is pleased to announce the recent addition of two new Advisory Board members, Sofia Adrogue and Vijay Bondada.
  • Ms. Adrogue and Mr. Bondada will join Siltstone's existing Advisory Board Members, Will Wiener and Eric Chenoweth.

CapIntel Momentum Accelerates as Financial Advisors Embrace Modern, Cloud-Native Communications Technology

Retrieved on: 
Tuesday, December 6, 2022
Come, Talent, Financial technology, Growth, Business Insider, Entrepreneurship, Investment, CIX, Multimedia, Head, Customer experience, Turnkey asset management program, CAD, USD, Appetite, Video game, Financial adviser

TORONTO, Dec. 6, 2022 /PRNewswire/ -- CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, today shares its momentum update, as it continues to thrive by steadily expanding key partnerships across North America and growing its core team with increased hiring initiatives.

Key Points: 
  • James Rockwood, Founder and CEO of CapIntel, says: "We are seeing a significant appetite in the wealth management industry to leverage technology to enhance client experiences.
  • CapIntel continues to accelerate, seeing a total revenue growth of 2051% since 2018, with 2021 numbers indicating 767% revenue growth.
  • CapIntel is aToronto-based financial technology company leading the way in developing intuitive, web-based applications for financial professionals.
  • CapIntel is on a mission to elevate personal finance, and a significant part of this means growing wealth through investments.

Golden State Wealth Management Welcomes Kreat Lewis of Crossroads Wealth Advisors in Grand Junction, CO, Exiting Edward Jones

Retrieved on: 
Tuesday, November 15, 2022
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SOUTH COAST METRO, Calif., Nov. 15, 2022 /PRNewswire/ -- Golden State Wealth Management ("Golden State") announced today the addition of Kreat Lewis, who operates under the DBA, Crossroads Wealth Advisors ("Crossroads"), and is the eighth advisor coming from Edward Jones.

Key Points: 
  • SOUTH COAST METRO, Calif., Nov. 15, 2022 /PRNewswire/ -- Golden State Wealth Management ("Golden State") announced today the addition of Kreat Lewis, who operates under the DBA, Crossroads Wealth Advisors ("Crossroads"), and is the eighth advisor coming from Edward Jones.
  • Kreat serves as President and Wealth Advisor of Crossroads, which is located in Grand Junction, CO.
    Kreat previously served as a financial advisor with Edward Jones for over 20 years.
  • We are more than pleased to have Kreat be a part of the Golden State family," says Daniel R. Catone, Founder and CEO of Golden State Wealth Management.
  • As a partner to Golden State Wealth Management, Crossroads is afforded multi-custodial flexibility through Charles Schwab & Co., Inc., BNY Mellon | Pershing and TD Ameritrade Institutional.