Tertiary Institutions Service Centre

NAIC Welcomes Harland R. Abraham as Vice President of Development

Retrieved on: 
Tuesday, December 12, 2023
Corporation, Business development, Chief business development officer, Tertiary Institutions Service Centre, Public, Bachelor of Electrical Engineering, Electrical engineering, Investment, National Association, NAIC, Talent management, United States patent law, University, Northern Trust, Patent, FSI, Cleveland State University, Grocery store, Management, Engineering, Development

WASHINGTON, Dec. 12, 2023 /PRNewswire/ -- The National Association of Investment Companies (NAIC), the largest network of diverse-owned alternative investment firms, announced the appointment of Harland R. Abraham as Vice President of Development.

Key Points: 
  • WASHINGTON, Dec. 12, 2023 /PRNewswire/ -- The National Association of Investment Companies (NAIC), the largest network of diverse-owned alternative investment firms, announced the appointment of Harland R. Abraham as Vice President of Development.
  • At INROADS, Abraham demonstrated exceptional leadership in Strategic Account Management, Business Development, the Financial Services Institute (FSI), Government Sector, and Talent Management.
  • Abraham also served as Vice President in the Public and Taft-Hartley Funds Division, Corporate & Institutional Services, for The Northern Trust Company in Chicago, IL and Washington, DC.
  • "Having worked with Harland Abraham for many years, I am excited to add his experience, talent and passion for diversity to NAIC's new business development efforts," said Robert L. Greene, President and CEO.

LPL Financial Announces Third Quarter 2023 Results

Retrieved on: 
Thursday, October 26, 2023
LPL, Bank, LPLA, Commerce Bank, Commerce, Cyprus Securities and Exchange Commission, Organic, Betterment (company), Growth, EPS, Tertiary Institutions Service Centre, Capital Services Group, Prudential Financial, CFO, Total, SAN, Financial services, Financial adviser, Video game, Q3, Prudential

Prudential supports ~2,600 financial advisors who collectively serve ~$50 billion** of brokerage and advisory assets.

Key Points: 
  • Prudential supports ~2,600 financial advisors who collectively serve ~$50 billion** of brokerage and advisory assets.
  • This compares with $232 million, or $2.86 per share, in the third quarter of 2022 and $286 million, or $3.65 per share, in the prior quarter.
  • "We delivered solid business and financial results in Q3," said Matt Audette, CFO.
  • The Company's Board of Directors declared a $0.30 per share dividend to be paid on November 27, 2023 to all stockholders of record as of November 9, 2023.

LPL Financial Welcomes OUCU Investment Services to the LPL Institution Services Platform

Retrieved on: 
Thursday, October 12, 2023
Partnership, LPL, Economics, Ohio University, LPL Financial, Tertiary Institutions Service Centre, Financial adviser

CHARLOTTE, N.C., Oct. 12, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that OUCU Financial’s investment program, OUCU Investment Services, has joined LPL’s Institution Services platform.

Key Points: 
  • CHARLOTTE, N.C., Oct. 12, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that OUCU Financial’s investment program, OUCU Investment Services, has joined LPL’s Institution Services platform.
  • OUCU Investment Services is made up of two advisors who collectively service approximately $230 million of brokerage and advisory assets.
  • * OUCU Investment Services joins from CUSO Financial Services.
  • “LPL and OUCU Investment Services are both committed to thinking big, reinvesting in our futures and consistently exceeding expectations.

Commerce Financial Advisors Joins LPL Financial’s Institution Services Platform

Retrieved on: 
Wednesday, August 23, 2023
Commerce Bancshares, Partnership, LPL Financial, CBSH, Tertiary Institutions Service Centre, LPL, Commerce Bank, Commerce, Financial adviser

CHARLOTTE, N.C., Aug. 23, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”), today announced that Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services, Inc., a subsidiary of Commerce Bank, has joined LPL’s Institution Services platform.

Key Points: 
  • CHARLOTTE, N.C., Aug. 23, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC (“LPL Financial” or “LPL”), today announced that Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services, Inc., a subsidiary of Commerce Bank, has joined LPL’s Institution Services platform.
  • Commerce Financial Advisors is made up of nearly 30 financial advisors who collectively serve approximately $4.7 billion of brokerage and advisory assets.
  • “For more than 35 years, Commerce Financial Advisors has helped clients and their families reach their financial goals by providing sound financial advice,” said Mark Potter, President of Commerce Financial Advisors.
  • We look forward to our continued partnership with the leadership team at Commerce and supporting them in growing their wealth management business.”
    Commerce Bank and LPL Financial signed an agreement in November 2022 to transition support of Commerce Financial Advisors to LPL’s Institution Services platform.

WhiteBIT Launches Crypto Services for Institutional Clients, Eyes Market Makers, and High-Volume Traders Segment

Retrieved on: 
Thursday, July 20, 2023
API, Tertiary Institutions Service Centre, Cryptocurrency, USDT

Kyiv, Ukraine, July 20, 2023 (GLOBE NEWSWIRE) -- WhiteBIT, one of the biggest players in Europe's centralized crypto exchange market, announced the launch of its new Institutional Services.

Key Points: 
  • Kyiv, Ukraine, July 20, 2023 (GLOBE NEWSWIRE) -- WhiteBIT, one of the biggest players in Europe's centralized crypto exchange market, announced the launch of its new Institutional Services.
  • They are tailored to meet the requirements of corporate customers, including market makers, large traders, brokers, asset managers, and others.
  • Building on its success and recent expansion into new markets, WhiteBIT sees many opportunities in the fast-growing corporate segment undergoing the rapid adoption of blockchain technology and digital assets.
  • Over the last few years, more than 200 projects were listed on WhiteBIT, connecting them to over 4 million retail users.

DECAL, Path2College to Award Four Georgia Children with Money for College

Retrieved on: 
Wednesday, July 5, 2023
Plan, Education, Investment, Parent, Grandparent, Multimedia, Child care, Student, Risk, Child, FINRA, Tertiary Institutions Service Centre, Ageing, Nursing, Tutoring, Learning, Sweepstake

This sweepstakes has awarded nearly $50,000 to Georgia children for their college savings, while increasing awareness of the benefits of saving regularly over time."

Key Points: 
  • This sweepstakes has awarded nearly $50,000 to Georgia children for their college savings, while increasing awareness of the benefits of saving regularly over time."
  • The sweepstakes will award four Georgia children with a $1,529 college savings contribution.
  • One winner will be randomly selected from each of four regions in Georgia – Metro Atlanta, Southeast, North and South Georgia.
  • "Once again, it's time for the Georgia Student Finance Commission's We Care, Child Care Sweepstakes to highlight Georgia's Path2College 529 Plan.

Savannah Baby Celebrates First Birthday with $5,529 for College As Path2College Newborn Sweepstakes Winner

Retrieved on: 
Wednesday, June 28, 2023
Plan, Education, Investment, Parent, Grandparent, Multimedia, Mother, Dream, Risk, Sweepstake, FINRA, Tertiary Institutions Service Centre, Hospital, Health, Pharmaceutical industry, Nursing

Harris won Georgia's 2022 Path2College 529 Plan Newborn Sweepstakes sponsored by the state's Path2College Plan.

Key Points: 
  • Harris won Georgia's 2022 Path2College 529 Plan Newborn Sweepstakes sponsored by the state's Path2College Plan.
  • The Path2College 529 Plan Newborn Sweepstakes has awarded more than $60,000 to Georgia children's college savings since it was established in 2011.
  • "We are proud to promote financial planning for education through the Path2College Newborn Sweepstakes," said Georgia Student Finance Commission President Lynne Riley.
  • This year's promotion, the 2023 Newborn Sweepstakes, is currently available, and parents, grandparents and guardians who welcome a new baby in 2023 can enter the Newborn Sweepstakes at www.path2college529.com until April 14, 2024.

LIBRA Insurance Partners Announces the Launch of LIBRA Insurance Institutional Platform

Retrieved on: 
Thursday, June 1, 2023
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BALTIMORE, June 1, 2023 /PRNewswire/ -- LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, announces the release of LIBRA Insurance Institutional Platform (LIIP), a cloud-based integrated solution for delivering two-way reporting for LIBRA Institutional partners and affiliated Brokerage General Agencies (BGAs). LIIP revolutionizes how data is sourced, aggregated, and distilled, providing meaningful reporting capabilities tailored to the unique need of an individual institution, agency, advisor or agent user.

Key Points: 
  • Uniting Institutions and Agencies Through a Robust, Data-Driven Reporting Solution
    BALTIMORE, June 1, 2023 /PRNewswire/ -- LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, announces the release of LIBRA Insurance Institutional Platform (LIIP), a cloud-based integrated solution for delivering two-way reporting for LIBRA Institutional partners and affiliated Brokerage General Agencies (BGAs).
  • LIIP is interactive, allowing for data to be mined and viewed based on the user's needs and customized based on preferences.
  • The origination of LIIP came by way of the LIBRA Partners merger with Insurance Designers of America (IDA) in late 2022, where Braun, Senior Vice President of Institutional Services, spearheaded efforts to solve inefficiencies between institutional and agency collaboration.
  • "As we all know, better data leads to better business decisions, and real-time information allows for immediate action," said Bill Shelow, President & CEO at LIBRA Insurance Partners.

Georgia Families Surpass $2 Billion Spent on Education Through Path2College 529 Plan Savings

Retrieved on: 
Wednesday, May 31, 2023
Plan, Education, Investment, Parent, Grandparent, Multimedia, Computer, TIAA, Risk, FINRA, Tertiary Institutions Service Centre, Book, Tutoring, Life insurance

The state's Path2College 529 Plan officially distributed more than $2 billion for education-related expenses to families who have saved in the plan.

Key Points: 
  • The state's Path2College 529 Plan officially distributed more than $2 billion for education-related expenses to families who have saved in the plan.
  • "Georgia's Path2College 529 Plan has empowered families to save for college and education expenses with certain tax advantages," said Riley.
  • For more information about the Path2College 529 Plan or to open a college savings account, please visit www.Path2College529.com or call (877) 424-4377.
  • To learn more about Georgia's Path2College 529 Plan, its investment objectives, risks and costs, please see the Plan Description at path2college529.com.

LPL Financial Welcomes Five-Advisor Team to Its Institution Services Platform

Retrieved on: 
Monday, May 15, 2023
Heart, Partnership, LPL Financial, Provident Bank of New Jersey, Tertiary Institutions Service Centre, Acquisition, Fortune 500, Affinity, Knowledge, LPL, Kellman, Financial adviser, Management

CHARLOTTE, N.C., May 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Indya Kellman, Tim Mol, CFP®, and Pier Mutovic have joined LPL’s Institution Services platform, aligning with Affinity Federal Credit Union’s wealth management program.

Key Points: 
  • CHARLOTTE, N.C., May 15, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Indya Kellman, Tim Mol, CFP®, and Pier Mutovic have joined LPL’s Institution Services platform, aligning with Affinity Federal Credit Union’s wealth management program.
  • Affinity Investment Services joined LPL’s Institution Services platform in 2018 to help streamline operations, increase productivity and grow its investment services program.
  • “Each advisor brings tremendous talent to enhance our existing Investment Services program and positions Affinity Investment Services as an innovative leader in the wealth management space.
  • “We had other options, but we chose to go to Affinity Investment Services and LPL,” he said.