Strategic Revenue Management
News
Bartholomew & Company Establishes Independent Hybrid RIA Structure to Support $6B in Assets
Independent wealth management firm Bartholomew & Company has transitioned into an independent hybrid Registered Investment Advisor (RIA) to manage approximately $6 billion in client...
Investment and Budget Allocation
ING Invests in Singular Bank to Grow Wealth Management in Spain
ING has announced a strategic investment in Singular Bank, Spain’s leading independent wealth manager, to significantly accelerate its growth in the private banking and...
News
Hometown Financial Advances Expansion Strategy With Primary Bank Acquisition
Hometown Financial Group, Inc. a multi-bank mutual holding company of bankESB, bankHometown, and Abington Bank, has revealed a definitive agreement to purchase Primary Bank...
News
Disruptive Appoints Joy Royal as Chief Financial Officer
Disruptive, an investment firm focused on backing the world's best-in-class private technology companies, announced the hiring of Joy Royal as Chief Financial Officer.
Royal joins...
Investment and Budget Allocation
Regions Financial Expands Investment Banking Through Frazer Lanier Acquisition
For the past several years, the public sector and municipal finance segments of the investment banking industry have operated under intense structural pressure. Historically,...
News
LinqAlpha Secures $22 Million Series A to Scale Alpha Intelligence Layer for Public Markets
AI-native financial technology platform LinqAlpha has announced the close of a $22 million Series A funding round co-anchored by AVP, Atinum Investment, and GFT...
News
Cerity Partners Enters Oregon With Cordant Wealth Partners Merger
Cerity Partners, a top independent national wealth management and financial advisory firm, has made public that they have decided to merge with Cordant Wealth...
News
ZEN.COM Expands Digital Payments With Mastercard Click to Pay
Global financial platform ZEN.COM has announced the launch of Mastercard Click to Pay across its ecosystem. The integration introduces tokenized, one-click checkout for online...
