Category Finance

Integrated Technology and Elevated Client Experience Draws Advisor Team with $260 Million in Assets To Ameriprise Financial

Integrated Technology and Elevated Client Experience Draws Advisor Team with $260 Million in Assets To Ameriprise Financial

Advisor Team Managing $260 Million in Assets Joins Ameriprise Financial, Citing Advanced Technology and Superior Client Experience Financial advisory practice, Oakwood Financial Group, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from Wells Fargo Clearing Services, Inc. with $260…

Read MoreIntegrated Technology and Elevated Client Experience Draws Advisor Team with $260 Million in Assets To Ameriprise Financial
Principal® Partners With Barings on New $1 Billion Portfolio Finance Initiative to Strengthen Private Credit Platform

Principal® Partners With Barings on New $1 Billion Portfolio Finance Initiative to Strengthen Private Credit Platform

Principal® and Barings Launch $1 Billion Portfolio Finance Initiative to Expand Private Credit Platform Principal Financial Group® (Nasdaq: PFG), a global financial company, announced a strategic partnership with Barings to expand the general account portfolio at Principal® through an allocation of up…

Read MorePrincipal® Partners With Barings on New $1 Billion Portfolio Finance Initiative to Strengthen Private Credit Platform
Intellicheck Recognized as a Leader in IDC MarketScape 2025 for Financial Services Identity Verification

Intellicheck Recognized as a Leader in IDC MarketScape 2025 for Financial Services Identity Verification

IDC MarketScape 2025 Names Intellicheck a Leader in Identity Verification for Financial Services Intellicheck, Inc. (Nasdaq: IDN) announced that it has been recognized as a Leader in the just published IDC MarketScape: Worldwide Identity Verification in Financial Services 2025 Vendor Assessment (doc #US52985325,…

Read MoreIntellicheck Recognized as a Leader in IDC MarketScape 2025 for Financial Services Identity Verification
Regula Named Major Player in IDC MarketScape 2025 for Identity Verification in Financial Services

Regula Named Major Player in IDC MarketScape 2025 for Identity Verification in Financial Services

Regula Positioned as Key Vendor in IDC MarketScape: Worldwide Financial Services Identity Verification 2025 Regula, a global developer of identity verification (IDV) solutions and forensic devices, has been recognized as a Major Player in the IDC MarketScape: Worldwide Identity Verification in…

Read MoreRegula Named Major Player in IDC MarketScape 2025 for Identity Verification in Financial Services
loanDepot Appoints Alec Hanson to Senior Vice President of Production for the West Division

loanDepot Appoints Alec Hanson to Senior Vice President of Production for the West Division

loanDepot Names Alec Hanson SVP of Production, West Division loanDepot, Inc. (NYSE: LDI) (together with its subsidiaries, “loanDepot” or the “Company”), today announced it has named Alec Hanson to Senior Vice President of Production for the West division. He joins…

Read MoreloanDepot Appoints Alec Hanson to Senior Vice President of Production for the West Division
Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution – Section 19(a) Notice

Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution – Section 19(a) Notice

Virtus Diversified Income & Convertible Fund Discloses Sources of Distribution – Section 19(a) Notice Virtus Diversified Income & Convertible Fund (NYSE: ACV) previously announced the following monthly distribution on August 27, 2025: Ticker Amount of Distribution Ex-Date/Record Date Payable Date ACV…

Read MoreVirtus Diversified Income & Convertible Fund Discloses Sources of Distribution – Section 19(a) Notice
Fiserv Expands Advisory Services for Financial Institutions with Acquisition of Smith Consulting Group

Fiserv Expands Advisory Services for Financial Institutions with Acquisition of Smith Consulting Group

Fiserv Acquires Smith Consulting Group to Expand Advisory Services for Financial Institutions Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology, today announced it has acquired Smith Consulting Group (SCG), an operational consulting service utilized by…

Read MoreFiserv Expands Advisory Services for Financial Institutions with Acquisition of Smith Consulting Group
Rockefeller Asset Management’s Opportunistic Municipal Bond ETF Marks First Anniversary with Strong Performance

Rockefeller Asset Management’s Opportunistic Municipal Bond ETF Marks First Anniversary with Strong Performance

Rockefeller Asset Management Celebrates One Year of Opportunistic Municipal Bond ETF with Strong Growth Rockefeller Asset Management (“Rockefeller”), the asset management division of Rockefeller Capital Management, celebrates the one-year anniversary of its municipal bond ETFs: Rockefeller Opportunistic Municipal Bond ETF (RMOP),…

Read MoreRockefeller Asset Management’s Opportunistic Municipal Bond ETF Marks First Anniversary with Strong Performance
20 Ameriprise Financial Advisors Named to Barron’s 2025 Top 100 Independent Financial Advisors List

20 Ameriprise Financial Advisors Named to Barron’s 2025 Top 100 Independent Financial Advisors List

Ameriprise Financial Celebrates 20 Advisors Recognized on Barron’s 2025 Top 100 List Ameriprise Financial, Inc. (NYSE: AMP) announced that 20 of the firm’s financial advisors have been recognized on Barron’s “Top 100 Independent Financial Advisors” ranking. Each year, Barron’s identifies the nation’s top 100…

Read More20 Ameriprise Financial Advisors Named to Barron’s 2025 Top 100 Independent Financial Advisors List