Fidelity | Jotup

eXp Realty Expands Executive Team With Key Human Resources and Technology Leadership Appointments

Retrieved on:

Thursday, March 28, 2024

EBay, Thomson Reuters, Growth, EVP, Exp, Lead, Information technology, Greg Lindberg, Fidelity, Management

BELLINGHAM, Wash., March 28, 2024 (GLOBE NEWSWIRE) -- eXp Realty®, “the most agent-centric real estate brokerage on the planet™” and the core subsidiary of eXp World Holdings, Inc. (Nasdaq: EXPI), today announced the appointment of Renee Kaspar as Executive Vice President and Chief Human Resources Officer, effective April 1, 2024. With more than two decades of experience in global talent and people management, she brings a wealth of expertise to this role.

Key Points:

With more than two decades of experience in global talent and people management, she brings a wealth of expertise to this role.
We look forward to building eXp for the future under her guidance.”
In alignment with eXp Realty’s vision for growth and innovation, the company has restructured its Information Technology team to further empower agents and enhance its technological capabilities.
Under the leadership of Sumanth Kamath as the newly named Chief Technology Officer, eXp Realty, the team will concentrate on deploying comprehensive technology solutions across the company.
In this capacity, he spearheads propelling eXp Realty into new markets worldwide and fortifying eXp’s presence and influence on a global scale.

Idaho Central Credit Union Selects Priority Financial Group to Elevate Wealth Services Department

Retrieved on:

Tuesday, April 9, 2024

Finance, Consulting, Banking, Professional Services, Fintech, Philosophy, Partnership, Idaho Central Credit Union, Fidelity, PFG, ICCU, Priority, Financial adviser

Priority Financial Group (PFG) , a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, announced a strategic relationship with Idaho Central Credit Union (ICCU), a premier credit union in Idaho and Washington with approximately $10 billion in assets and more than 600,000 members.

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Priority Financial Group (PFG) , a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, announced a strategic relationship with Idaho Central Credit Union (ICCU), a premier credit union in Idaho and Washington with approximately $10 billion in assets and more than 600,000 members.
Aimed at broadening ICCU’s wealth management offering, the collaboration marks PFG’s inaugural partnership with a credit union in Idaho and the firm’s first credit union client with a Private Client Group.
“We love the cultural match in partnering with Priority Financial Group, and we’re excited to take our wealth management capabilities to the next level,” said Jeppsen.
Chris and his team represent the type of visionary credit union executives and quality financial advisors who truly care about placing their members’ best interests first.”

Birmingham, Alabama-Based Fairvoy Private Wealth Goes Independent with Dynasty Financial Partners

Retrieved on:

Tuesday, April 9, 2024

Personal Finance, Technology, Finance, Fintech, Consulting, Banking, Professional Services, Software, Digital Cash Management, Digital Assets, Asset Management, Diamond, Partner (business rank), Merrill (company), Research, Fidelity, Dynasty, Financial adviser

Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.

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Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.
Fairvoy Private Wealth is an independent wealth management firm based in Birmingham, Ala., staffed by professionals from Merrill Lynch, including:
Stephen Davis, CFP®, ChFC®, APMA®, Managing Partner, Senior Private Wealth Advisor
Neal Carroll, CFP®, CPWA®, CPFA®, Chief Operating Officer, Senior Private Wealth Advisor
Ashley Davis, CPA®, CRPC®, Chief Financial Officer, Senior Private Wealth Advisor
The name "Fairvoy" invokes the firm's dedication to fairness and upholding its clients’ best interests on their wealth-management voyages.
“We are pleased to welcome the Fairvoy team to our Dynasty family and thrilled to include a new firm in the growing Birmingham market," said Shirl Penney, CEO and Founder of Dynasty Financial Partners.
Fairvoy has selected Fidelity as its custodian, Black Diamond for performance reporting, and eMoney Advisor for financial planning.

Christa Carone to Join LPL Financial as Chief Marketing and Communication Officer

Retrieved on:

Monday, March 18, 2024

Communication, Growth, Corporate communication, Digital, State university system, SAN, Xerox, Female, LPL, Quality of life, Woman, Fidelity, WOMEN, Fintech, Divisional patent application, State, Carone, Marketing, Advertising

SAN DIEGO, March 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced Christa Carone has joined the firm as Executive Vice President and Chief Marketing and Communication Officer.

Key Points:

SAN DIEGO, March 18, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced Christa Carone has joined the firm as Executive Vice President and Chief Marketing and Communication Officer.
Carone leads the firm’s Client and Prospect Marketing, Corporate Communication, Digital & Content Operations, and Brand teams.
Carone’s decades of marketing, communication and operational experience within financial services, digital media and advertising technology will help fast-track the evolution of LPL’s brand and go-to-market strategy.
Earlier in her career, Carone led communication and brand marketing at Fidelity and held chief marketing and operating officer roles for various media, advertising technology and marketing firms.

Years of Consolidation and No-Fee Trading Forces Online Brokerage Firms to Reexamine Their Value Equation, J.D. Power Finds

Retrieved on:

Thursday, April 4, 2024

Personal Finance, Data Analytics, Finance, Asset Management, Consulting, Data Management, Professional Services, Technology, Intelligence, Risk, Fidelity, Gen, DIY, TD Ameritrade, J.D. Power, Generation Z, Financial adviser

For most do-it-yourself (DIY) investors whose level of satisfaction with their brokerage firm has not budged despite significant stock market growth, the answer is unclear.

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For most do-it-yourself (DIY) investors whose level of satisfaction with their brokerage firm has not budged despite significant stock market growth, the answer is unclear.
Power 2024 U.S. Self-Directed Investor Satisfaction Study,SM released today, firms have struggled to differentiate and add value for DIY investors as the industry moves deeper into the no-fee future.
Buy-and-hold investors become defection risk: Investor satisfaction is highest among DIY investors who are trading more actively.
This could put customer loyalty at risk for firms that cater to less active investors.

Fidelity Transfers Twelve ETFs to Cboe Canada

Retrieved on:

Thursday, March 28, 2024

Professional Services, Finance, Name, Fidelity, Attention, ETF, Ecosystem, Financial adviser

Cboe Canada Inc. (“Cboe Canada”) is proud to announce the migration of 12 ETFs by Fidelity Investments Canada ULC (“Fidelity”) to Cboe Canada today.

Key Points:

Cboe Canada Inc. (“Cboe Canada”) is proud to announce the migration of 12 ETFs by Fidelity Investments Canada ULC (“Fidelity”) to Cboe Canada today.
The Fidelity ETFs represent over $2.5Bn in AUM (as of market close on March 21, 2024) and are now listed and trading on Cboe Canada under the following names and symbols:
With these transfers, there are a total of 29 Fidelity ETFs listed on Cboe Canada.
“Today's listing of 12 Fidelity ETFs on Cboe Canada marks a significant milestone for the Canadian ETF industry,” remarked Erik Sloane, Chief Revenue Officer at Cboe Canada.
In Canada, Cboe consistently facilitates more than 20% of all volume traded in Canadian ETFs and over 15% of all volume traded in Canadian-listed companies.

CalTier Launches Its Latest Retail Investor Offering

Retrieved on:

Tuesday, March 26, 2024

Residential Building & Real Estate, Commercial Building & Real Estate, Personal Finance, Construction & Property, REIT, Professional Services, Asset Management, Other Professional Services, Fintech, Other Construction & Property, Finance, Fidelity, Growth, Investment, Financial adviser

CalTier, Inc. (CalTier), the innovative alternative investment platform, announced it has launched its latest Regulation A fund offering.

Key Points:

CalTier, Inc. (CalTier), the innovative alternative investment platform, announced it has launched its latest Regulation A fund offering.
This new fund allows retail investors, both accredited and non-accredited, to invest directly in CalTier, Inc. to support the Company’s continued growth, services, and development of its alternative investment platform.
“As one of the leading companies in the online and alternative investment space and with any growing company, raising capital is always part of the process.
CalTier is working to give retail investors the type of access to alternative investments that institutions often have.

Roger Hobby Joins Empower as EVP for Personal Wealth

Retrieved on:

Monday, March 25, 2024

View the full release here: https://www.businesswire.com/news/home/20240325760082/en/

Key Points:

View the full release here: https://www.businesswire.com/news/home/20240325760082/en/
Roger Hobby Joins Empower as EVP for Personal Wealth.
(Photo: Business Wire)
Hobby will join Empower on April 1 and bring extensive wealth management, executive benefits, workplace, and general management skills.
He will lead the company’s in-plan and direct-to-consumer long-term customer focus, which will include delivering outstanding service, financial planning, and advice expertise.
“Roger has a very deep understanding of our customers’ needs and choices, and I am confident he will help Empower Personal Wealth create valuable experiences for them,” said Carol Waddell, President of Empower Personal Wealth.

Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024

Retrieved on:

Tuesday, March 26, 2024

Finance, Public Relations, Investor Relations, Communications, Professional Services, Asset Management, Report, Vanguard, Research, CIT, BlackRock, Morningstar, Inc., T. Rowe Price, Fidelity, Retirement, Consultant, Capital Group Companies, Financial adviser

“Investors in target-date strategies largely experienced positive returns in 2023, after the market turmoil of 2022.

Key Points:

“Investors in target-date strategies largely experienced positive returns in 2023, after the market turmoil of 2022.
CITs now represent 49% of the market and are on pace to overtake mutual funds as the most popular target-date vehicle this year.
Vanguard, T. Rowe Price, and BlackRock have the majority of their assets in CITs, while Fidelity and American Funds have a larger asset base in mutual funds.
Morningstar today published a Fund Spy article on Morningstar.com that reviews the latest ratings for target-date fund series covered by Morningstar analysts, available here .

Helix Helps Fidelity Bank Launch New Digital Bank to Serve Communities Across Louisiana

Retrieved on:

Tuesday, March 19, 2024

Professional Services, Technology, Finance, Software, Fintech, Banking, Partnership, Fidelity Bank, Life, Student, Fidelity, Growth, Bank

Helix by Q2 (NYSE: QTWO), an award-winning, cloud-native core purpose-built for embedded finance, today announced that Fidelity Bank, a Louisiana-based bank founded in 1908, has launched a new digital bank, powered by Helix.

Key Points:

Helix by Q2 (NYSE: QTWO), an award-winning, cloud-native core purpose-built for embedded finance, today announced that Fidelity Bank, a Louisiana-based bank founded in 1908, has launched a new digital bank, powered by Helix.
ANDI, a division of Fidelity Bank, is a fully digital bank established to help Fidelity Bank reach customers across Louisiana who are not near a branch and offers deposit, lending and financial wellness solutions.
“Fidelity Bank established ANDI to meet the evolving needs and preferences of customers in today’s digital age,” said Chris Ferris, President & CEO at Fidelity Bank.
We’re looking forward to our continued partnership with Fidelity Bank as they serve their customers with innovative products.”
“Q2 has been a partner of Fidelity Bank for several years and we’ve watched their growth in digital banking for a long time,” said Randy Baker, COO at Fidelity Bank.