Pacific Exchange

NewEdge Wealth Expands San Francisco Presence With Former Wells Fargo Wealth Manager Dale Schroeder

Retrieved on: 
Friday, September 29, 2023
Personal Finance, Finance, Consulting, Professional Services, Asset Management, Morgan Stanley, College of California, San Francisco Bay Area, South Pacific Stock Exchange, Pacific Exchange, College, Senior, Investment, St. Mary's, Wells Fargo Advisors, Economics, Ministry of Finance and Economic Planning (Ghana), Retirement, Entrepreneurship, Wells Fargo, Financial adviser, Financial services

NewEdge Wealth, LLC , a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices, and institutional clients, announced today that former Wells Fargo advisor Dale Schroeder has joined its San Francisco office, which opened in June.
  • Schroeder will be a Managing Director for NewEdge Wealth and will serve the Bay Area alongside financial advisor John Froley , the founding member of NewEdge Wealth's San Francisco office.
  • Schroeder was an Equity Options Specialist on the Pacific Stock Exchange before joining Wells Fargo Advisors in 2009.
  • Schroeder added, "NewEdge Wealth represents the future for high net worth family’s wealth management services, and I look forward to being part of the growing team on the West Coast."

OCC Welcomes NYSE Executive Meaghan Dugan to Board of Directors

Retrieved on: 
Monday, August 7, 2023
Banking, Other Professional Services, Professional Services, Finance, Maker, Morgan Stanley, OCC, Dugan, Algorithm, Multimedia, NYSE, Bank of America, Pacific Exchange, Bank, MSET

OCC, the world's largest equity derivatives clearing organization, today announced the appointment of Meaghan Dugan, Head of Options at the New York Stock Exchange (NYSE), to its Board of Directors.

Key Points: 
  • OCC, the world's largest equity derivatives clearing organization, today announced the appointment of Meaghan Dugan, Head of Options at the New York Stock Exchange (NYSE), to its Board of Directors.
  • View the full release here: https://www.businesswire.com/news/home/20230807014350/en/
    OCC Welcomes NYSE Executive Meaghan Dugan to its Board of Directors.
  • (Photo: Business Wire)
    “Meaghan brings extensive experience in listed options, market structure and electronic trading technologies,” said Craig Donohue , OCC Executive Chairman.
  • “She is a valuable addition to OCC, and we are pleased to welcome her to our Board.”
    In her current role with the NYSE, Dugan is responsible for oversight of the NYSE Amex Options and the NYSE Arca Options markets.

The New York Stock Exchange Reports Strong Momentum in First Half of 2023

Retrieved on: 
Friday, June 30, 2023
Technology, Payments, Finance, Fintech, Professional Services, Software, Data Analytics, Asset Management, Data Management, Citadel, KVUE, House, NYSE Chicago, New York Stock Exchange, IPO, NYSE Euronext, AUB, ICE, AngloGold Ashanti, FI, Atlantic Union Bank, The First Half of My Life, CRH, Risk, COHR, Citadel Securities, Bank statement, Chicago, ETF, Intercontinental Exchange, NYSE Arca, Annual report, SVV, Navy, Comment, KIDS, NYSE American, Pacific Exchange, CAVA, Charles Schwab Corporation, National Stock Exchange (Jersey City, New Jersey), NYSE, AU, Commerce, Security (finance), Cryptocurrency, Fiserv, Coherence

The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology, and market infrastructure, today reported strong business momentum through the first half of 2023.

Key Points: 
  • The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology, and market infrastructure, today reported strong business momentum through the first half of 2023.
  • As listing conditions continue to improve, the NYSE maintains a strong pipeline of companies planning to list at the exchange.
  • “The first half of 2023 reflected strong momentum for the New York Stock Exchange,” said Lynn Martin, President, NYSE Group.
  • Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange.

Fiserv Completes Listing Transfer to the New York Stock Exchange

Retrieved on: 
Wednesday, June 7, 2023
Technology, Payments, Finance, Fintech, Professional Services, Software, Data Analytics, Asset Management, Data Management, NYSE Chicago, New York Stock Exchange, NYSE Euronext, ICE, FI, Risk, Judgement, Bank statement, Chicago, Intercontinental Exchange, NYSE Arca, Annual report, KIDS, NYSE American, Pacific Exchange, Growth, National Stock Exchange (Jersey City, New Jersey), NYSE, Cryptocurrency, Security (finance), Fiserv

The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology, and market infrastructure, announced that Fiserv, Inc. (NYSE: FI) has completed its listing transfer and begins trading today as an NYSE-listed company.

Key Points: 
  • The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology, and market infrastructure, announced that Fiserv, Inc. (NYSE: FI) has completed its listing transfer and begins trading today as an NYSE-listed company.
  • “Today marks an exciting day for the New York Stock Exchange, as we are thrilled to welcome Fiserv to their new listing home,” said Lynn Martin, NYSE President.
  • NYSE Group’s equity exchanges -- the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National -- trade more U.S. equity volume than any other exchange group.
  • Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange.

THREE RMO ATTORNEYS NAMED 2023 SUPER LAWYERS

Retrieved on: 
Wednesday, January 18, 2023
Trustee, Partner, Pacific Exchange, AAA, RMO, Wrenshall, Minnesota, Senior, Intellectual property, Conservatorship, JAMS, LLP, Elder abuse, Wills, NASD, Employment, Practice of law

LOS ANGELES, Jan. 18, 2023 /PRNewswire/ -- National probate inheritance dispute law firm, RMO LLP , announced today that Founding Partner Scott Rahn , Managing Partner Sean Muntz , and Senior Attorney Mathew Wrenshall have been selected by their peers for inclusion in the 2023 Southern California Super Lawyers lists as "Top Rated Estate & Trust Litigators," with Rahn listed in the exclusive 'Top 100: Southern California Super Lawyers List' for the seventh year in a row.

Key Points: 
  • LOS ANGELES, Jan. 18, 2023 /PRNewswire/ -- National probate inheritance dispute law firm, RMO LLP , announced today that Founding Partner Scott Rahn , Managing Partner Sean Muntz , and Senior Attorney Mathew Wrenshall have been selected by their peers for inclusion in the 2023 Southern California Super Lawyers lists as "Top Rated Estate & Trust Litigators," with Rahn listed in the exclusive 'Top 100: Southern California Super Lawyers List' for the seventh year in a row.
  • California attorney Scott Rahn resolves contests, disputes and litigation related to trusts, estates and conservatorships, creating a welcome peace of mind for clients.
  • Mathew Wrenshall is a Senior Attorney in the Los Angeles and Pasadena offices of RMO LLP.
  • RMO has offices serving clients with probate disputes throughout California, Florida, Texas, Kansas and Missouri.

Harbor Capital Advisors to Migrate Three ETFs to NYSE from NYSE Arca

Retrieved on: 
Monday, December 12, 2022
Asset Management, Professional Services, Finance, Maker, Fund, NYSE American, National Stock Exchange (Jersey City, New Jersey), New York Stock Exchange, Judgement, Risk, Subsidiary, WINN, KIDS, Annual report, S.A.C. Capital Advisors, NYSE, Intercontinental Exchange, Investment, ETF, Exchange-traded fund, Funding, Prospectus, ICE, Growth, NYSE Arca, DMM, Commodity, NYSE Chicago, NAV, Pacific Exchange, NYSE Euronext, Financial adviser, Security (finance), Bank, Life insurance, Harbor, Index

We are absolutely thrilled to have HGER, GDIV, and WINN move to the NYSE in January, Steve Cook, Head of ETFs at Harbor Capital Advisors stated.

Key Points: 
  • We are absolutely thrilled to have HGER, GDIV, and WINN move to the NYSE in January, Steve Cook, Head of ETFs at Harbor Capital Advisors stated.
  • Were excited to welcome three Harbor ETFs to the iconic New York Stock Exchange floor, said Douglas Yones, Head of Exchange Traded Products at the NYSE.
  • Headquartered in Chicago, Harbor Capital Advisors had total assets under management of approximately $38 billion as of September 30, 2022.
  • NYSE Groups equity exchanges -- the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National -- trade more U.S. equity volume than any other exchange group.

The New York Stock Exchange and the Tel Aviv Stock Exchange Sign Memorandum of Understanding on Dual Listings

Retrieved on: 
Tuesday, December 6, 2022
Professional Services, Data Management, Technology, Finance, Fintech, Banking, IPO, NYSE American, Treasury, Chicago, National Stock Exchange (Jersey City, New Jersey), New York Stock Exchange, Tel Aviv Stock Exchange, Ecosystem, Risk, ESG, KIDS, Annual report, Employment, NYSE, Intercontinental Exchange, Government, ICE, Growth, NYSE Arca, NYSE Chicago, ETF, Pacific Exchange, Marketing, NYSE Euronext, Insurance, Cyprus Securities and Exchange Commission, TASE, Organization, Security (finance), Real estate

The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), and the Tel Aviv Stock Exchange (TASE) today announced that they have signed a memorandum of understanding for a broad collaboration that includes the dual listing of companies.

Key Points: 
  • The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), and the Tel Aviv Stock Exchange (TASE) today announced that they have signed a memorandum of understanding for a broad collaboration that includes the dual listing of companies.
  • The memorandum of understanding was finalized during a visit to the NYSE by Ittai Ben-Zeev, Chief Executive Officer of the Tel Aviv Stock Exchange and Salah Saabneh, Chairman of the Tel Aviv Stock Exchange.
  • The New York Stock Exchange is pleased to announce this collaboration with the Tel Aviv Stock Exchange, allowing two organizations renowned for innovation to share their experience and expertise, said Lynn Martin, NYSE President.
  • Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange.

The New York Stock Exchange and the Tel Aviv Stock Exchange Sign Memorandum of Understanding on Dual Listings

Retrieved on: 
Tuesday, December 6, 2022
IPO, NYSE American, Treasury, Chicago, National Stock Exchange (Jersey City, New Jersey), New York Stock Exchange, Tel Aviv Stock Exchange, Ecosystem, Risk, TEL, ESG, KIDS, Annual report, Employment, NYSE, Intercontinental Exchange, ICE, NYSE Arca, Growth, NYSE Chicago, ETF, Pacific Exchange, Marketing, NYSE Euronext, Insurance, Cyprus Securities and Exchange Commission, TASE, Organization, Security (finance), Collaboration

NEW YORK & TEL AVIV, Israel, Dec. 6, 2022 /PRNewswire/ -- The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), and the Tel Aviv Stock Exchange (TASE: TASE) today announced that they have signed a memorandum of understanding for a broad collaboration that includes the dual listing of companies.

Key Points: 
  • The memorandum of understanding was finalized during a visit to the NYSE by Ittai Ben-Zeev, Chief Executive Officer of the Tel Aviv Stock Exchange and Salah Saabneh, Chairman of the Tel Aviv Stock Exchange.
  • "The New York Stock Exchange is pleased to announce this collaboration with the Tel Aviv Stock Exchange, allowing two organizations renowned for innovation to share their experience and expertise," said Lynn Martin, NYSE President.
  • "Our exploration of dual listings will provide investors with potential exposure to listed companies and economic activity in both markets.
  • Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange.

The New York Stock Exchange Lists Its First ETF on the Big Board in 15 Years

Retrieved on: 
Monday, November 14, 2022
Technology, Professional Services, Data Management, Finance, New York Stock Exchange, NYSE American, PIMCO, NYSE Euronext, Risk, BOND, National Stock Exchange (Jersey City, New Jersey), NYSE, ETF, NYSE Arca, Security (finance), Annual report, KIDS, ICE, Intercontinental Exchange, NYSE Chicago, Chicago, Judgement, Exchange-traded product, History, Pacific Exchange, Financial adviser, Bank

It becomes the first ETF to list on the NYSE in the past 15 years and the first-ever active ETF to be listed on the Big Board.

Key Points: 
  • It becomes the first ETF to list on the NYSE in the past 15 years and the first-ever active ETF to be listed on the Big Board.
  • NYSE Groups equity exchanges -- the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National -- trade more U.S. equity volume than any other exchange group.
  • We operate exchanges , including the New York Stock Exchange , and clearing houses that help people invest, raise capital and manage risk across multiple asset classes.
  • Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange.

The New York Stock Exchange and Indonesia Stock Exchange Sign Memorandum of Understanding

Retrieved on: 
Friday, November 4, 2022
Professional Services, Data Management, Data Analytics, Technology, Finance, Asset Management, Electronic Commerce, ICE, Intercontinental Exchange, IDX, Technology, Private Securities Litigation Reform Act, U.S. Securities and Exchange Commission, Risk, KIDS, NYSE, NYSE American, National Stock Exchange (Jersey City, New Jersey), New York Stock Exchange, NYSE Chicago, NYSE Arca, New, Pacific Exchange, Mission statement, Annual report, Securities and Exchange Commission (Nigeria), Chicago, Ambassador, Indonesia Stock Exchange, SEC, NYSE Euronext, Financial services, Security (finance)

The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), and the Indonesia Stock Exchange (IDX) today announced that they have agreed to collaborate on several areas of mutual interest, including joint product development.

Key Points: 
  • The New York Stock Exchange, part of Intercontinental Exchange, Inc. (NYSE: ICE), and the Indonesia Stock Exchange (IDX) today announced that they have agreed to collaborate on several areas of mutual interest, including joint product development.
  • Rosan Roeslani, Ambassador of Indonesia to the United States and Arifi Saiman, Consul General of Indonesia in New York.
  • We are pleased to sign this memorandum of understanding with the Indonesia Stock Exchange in support of our capital markets and the important ties they help create between our marketplaces, said Lynn Martin, NYSE President.
  • Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange.