Wealth management

Viewpoint with Dennis Quaid and Stone Oak Wealth Management Team Up To Spread Good News

Retrieved on: 
Friday, April 12, 2024
Wealth management, Partnership, PBS, Television, Workplace, SAN

SAN ANTONIO, April 12, 2024 /PRNewswire-PRWeb/ -- The acclaimed television series "Viewpoint", hosted by Dennis Quaid, will spotlight a leading local business - Stone Oak Wealth Management - in an upcoming segment.

Key Points: 
  • SAN ANTONIO, April 12, 2024 /PRNewswire-PRWeb/ -- The acclaimed television series "Viewpoint", hosted by Dennis Quaid, will spotlight a leading local business - Stone Oak Wealth Management - in an upcoming segment.
  • Teaming up with Viewpoint is a really big deal in helping get the word out how Stone Oak Wealth does Wealth Management in a different way.
  • The partnership between Stone Oak Wealth Management and Viewpoint brings together the expertise of both entities to create a compelling series that will shed light on embracing faith and personal values with modern wealth management.
  • The segment featuring Stone Oak Wealth Management on Viewpoint will be distributed nationally in May 2024, reaching a wide audience interested in the future of investment management.

$100,000 Comerica Hatch Detroit Contest by TechTown announces Top 10 semifinalist businesses

Retrieved on: 
Thursday, April 11, 2024
Education, Mentorship, Comerica, Wealth management, Entrepreneurship, Partnership, Human, Community, Running, Roller skates, Spice, CMA, Small business, Woman, City, Contest, La Feria, Texas, Ecosystem, Incubator, Safety, Health, Dream, Motivation, Female, Multimedia, Organization, Domestic violence, University, FTE, TechTown, Retail, Gentleman, Commercial bank, Hatch, Economic development, Wayne State University

DETROIT, April 11, 2024 /PRNewswire/ -- The wait is over! The Comerica Hatch Detroit Contest by TechTown, the small business competition responsible for launching some of the city's most popular neighborhood storefronts, is ready to unveil its Top 10 semifinalists. These businesses are now in the running to win $100,000 in startup funds from Comerica Bank to open a brick-and-mortar storefront in Detroit, Hamtramck or Highland Park.

Key Points: 
  • The Comerica Hatch Detroit Contest by TechTown , the small business competition responsible for launching some of the city's most popular neighborhood storefronts, is ready to unveil its Top 10 semifinalists.
  • "Through initiatives like the Comerica Hatch Detroit Contest by TechTown, we witness the power of public engagement in shaping the city's small business ecosystem."
  • Below are the Top 10 businesses competing to win the 2024 Comerica Hatch Detroit Contest:
    Amarra Products: a certified woman- and minority-owned business based in Detroit, specializing in natural, organic body scrubs.
  • As a proven launching pad for local small businesses, the Comerica Hatch Detroit Contest by TechTown embodies the essence of entrepreneurial spirit and nurtures the economic revitalization of Detroit."

Tracy Bell named Chief Investment Officer of First Horizon Advisors Inc.

Retrieved on: 
Thursday, April 11, 2024
IBERIABANK, Publication, Wealth management, First Horizon Corporation, First Horizon Bank, Bell, Region, First, FHN, Woman

MEMPHIS, Tenn., April 11, 2024 /PRNewswire/ -- First Horizon Corporation, (NYSE: FHN or "First Horizon") is pleased to announce that Tracy Bell has been promoted to the Chief Investment Officer of First Horizon Advisors Inc., the Wealth Management subsidiary of First Horizon.

Key Points: 
  • MEMPHIS, Tenn., April 11, 2024 /PRNewswire/ -- First Horizon Corporation, (NYSE: FHN or "First Horizon") is pleased to announce that Tracy Bell has been promoted to the Chief Investment Officer of First Horizon Advisors Inc., the Wealth Management subsidiary of First Horizon.
  • In this role, Bell will lead the First Horizon Advisors investment team in addition to the bank's Women & Wealth client initiative.
  • Bell brings 27 years of investment management experience from various institutions including Regions, Sterne Agee Asset Management, and IBERIABANK prior to joining First Horizon Advisors as Director of Equity Strategies in 2020.
  • She authors investment publications and frequently serves as a speaker across the First Horizon footprint and as a subject matter expert in the media.

Martin de Laureal Named President of First Horizon Advisors, Inc. and Head of Private Banking of First Horizon Bank

Retrieved on: 
Wednesday, April 10, 2024
Investment banking, IBERIABANK, Investment management, Wealth management, Business administration, Trust, Trustee, Trinity Episcopal School, Metropolitan, First Horizon Corporation, First Horizon Bank, Private banking, Washington and Lee University, Scotiabank, First, FHN

MEMPHIS, Tenn., April 10, 2024 /PRNewswire/ -- First Horizon Corporation, (NYSE: FHN or "First Horizon") announced today the naming of Martin de Laureal as President of First Horizon Advisors, Inc. the Wealth Management subsidiary of First Horizon, and head of Private Banking for the company.

Key Points: 
  • MEMPHIS, Tenn., April 10, 2024 /PRNewswire/ -- First Horizon Corporation, (NYSE: FHN or "First Horizon") announced today the naming of Martin de Laureal as President of First Horizon Advisors, Inc. the Wealth Management subsidiary of First Horizon, and head of Private Banking for the company.
  • He most recently served as President of First Horizon Advisors, Inc.
  • Previously, he was President of IBERIABANK Wealth Management with overall responsibility for Iberia Wealth Advisors and Iberia Financial Services.
  • "We are thrilled to name Martin head of our Wealth Management business," says Bryan Jordan, Chairman, President, and CEO of First Horizon.

Flourish / Wealth Management IQ Survey Finds Advisors Vastly Underestimate Clients’ Held-Away Cash Holdings

Retrieved on: 
Tuesday, March 26, 2024
CRM, FDIC, APY, Wealth management, Research, Insurance, WMIQ, RIAS, Safety, Operation, Orbit, Financial adviser

Key findings and insights include:

Key Points: 
  • Key findings and insights include:
    Clients’ cash holdings are vastly underestimated: Surveyed advisors believe their average client holds 7% of their net worth in cash, while high net worth individuals actually hold more than 30% of their net worth in cash .
  • Clients want high yield on their cash: 92% of advisors report that their clients have expressed interest in high-yield savings accounts (HYSAs).
  • Advisors have the opportunity to improve relationships while helping clients earn more by offering a cash management solution to every client."
  • Flourish Cash , Flourish’s cash management solution, built explicitly for RIAs, offers clients competitive interest rates and elevated FDIC insurance through its Program Banks.

Joseph W. Adams Joins Wayne Bank as Senior Vice President

Retrieved on: 
Tuesday, March 19, 2024
Community, Wealth management, Palmyra Township, Trust, Commerce, Business manager, Committee, Financial adviser, Finger Lakes, Equal housing lender, Renovation, Financial management, Pace University, University, Senior, Lakes Region, Certification, FDIC, Bank, MBA, Pennsylvania House of Representatives, Management

HONESDALE, Pa., March 19, 2024 (GLOBE NEWSWIRE) -- Jim Donnelly, President and CEO of Wayne Bank, announced the appointment of Joseph W. Adams as Senior Vice President and Director of Wealth Management and Investment Services for Wayne Bank.

Key Points: 
  • HONESDALE, Pa., March 19, 2024 (GLOBE NEWSWIRE) -- Jim Donnelly, President and CEO of Wayne Bank, announced the appointment of Joseph W. Adams as Senior Vice President and Director of Wealth Management and Investment Services for Wayne Bank.
  • Adams most recently served as Director for Norwood Financial Corp and Wayne Bank, having resigned that position during the March 19, 2024 board meeting.
  • This is an exciting evolution for Wayne Bank and its employees, customers, and shareholders.”
    Adams has 39 years of financial management experience and has held titles including Business Manager, Financial Advisor, School Superintendent, and Senior Executive Vice President of Wealth Management.
  • Wayne Bank is a wholly-owned subsidiary of Norwood Financial Corp. Wayne Bank is a Member FDIC, an Equal Housing Lender, and is headquartered in Honesdale, Pennsylvania.

U.S. Bank Ranks #1 in Investor Satisfaction with Full-Service Wealth Management Firms in 2024 J.D. Power Study

Retrieved on: 
Thursday, March 28, 2024
Personal Finance, Finance, Banking, Professional Services, Other Professional Services, Trust, Corporation, Wealth management, U.S. Bancorp, Bank, Institution, Commercial, System

1 in overall customer satisfaction for Wealth Management in the J.D.

Key Points: 
  • 1 in overall customer satisfaction for Wealth Management in the J.D.
  • Full-Service Investor Satisfaction Study, the bank shared today.
  • The survey of 9,951 investors rates customer satisfaction among those who work directly with a dedicated financial advisor or team of advisors.
  • We have a talented and passionate team of advisors who are there for our clients at every stage of their wealth journeys.

Nicolet National Bank Hires William Bohn to Lead Wealth Management and Private Client Services

Retrieved on: 
Tuesday, March 26, 2024
Banking, Asset Management, Professional Services, Finance, Culture, Investment management, Risk management, Associated, EVP, Marquette University, Insurance, Wealth management, Marquette University Law School, Head, Nicolet Bankshares, Associated Banc-Corp, Pension, Trust, Bohn, Feeding America, NIC, Bellin, National bank, Management

Nicolet National Bank (“Nicolet”), the operating entity of bank holding company Nicolet Bankshares, Inc. (NYSE: NIC), today announced the hiring of William Bohn as Executive Vice President, Wealth Management, Private Client and Trust Services.

Key Points: 
  • Nicolet National Bank (“Nicolet”), the operating entity of bank holding company Nicolet Bankshares, Inc. (NYSE: NIC), today announced the hiring of William Bohn as Executive Vice President, Wealth Management, Private Client and Trust Services.
  • He will report directly to Mike Daniels, Chairman, President, and CEO, overseeing Wealth Management, Retirement Plan Services, Private Client Services, and Trust and Investment Management.
  • “He brings leadership expertise to a Wealth and Private Client team that is growing quickly and will continue to be a key strategic focus at Nicolet.
  • He has successfully led numerous teams, including Wealth Management, Private Client Services, Retirement Plans, and Trust and Investment Services.

Roger Hobby Joins Empower as EVP for Personal Wealth

Retrieved on: 
Monday, March 25, 2024
Professional Services, Consumer, Seniors, Finance, Asset Management, Consulting, Personal Finance, EVP, Empower, Harvard Business School, Wealth management, Wealth, University, Hobby, Wilmington Trust, Thought, Fidelity, Fidelity Investments, Investment, Multimedia, Workplace, FINRA

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.

Kerrick Henderson at The Michalzuk Group at Morgan Stanley Receives CHARTERED FINANCIAL ANALYST® Designation

Retrieved on: 
Wednesday, April 3, 2024
Professional Services, Finance, Consulting, Asset Management, Banking, Personal Finance, CFA Institute, Trust, Chartered, Wealth, Wealth management, Morgan Stanley Wealth Management, Insurance, Morgan Stanley, CFA, Curriculum, Retirement, Economics, SIPC, Financial services

Morgan Stanley (NYSE: MS) today announced that Kerrick Henderson, a Private Wealth Advisor with The Michalzuk Group has earned the Chartered Financial Analyst® (CFA® ) designation.

Key Points: 
  • Morgan Stanley (NYSE: MS) today announced that Kerrick Henderson, a Private Wealth Advisor with The Michalzuk Group has earned the Chartered Financial Analyst® (CFA® ) designation.
  • Kerrick Henderson, CFA and his partner Kevin Michalzuk, formed The Michalzuk Group to simplify the complexities of multi-generational wealth for the 12 enterprising families they serve.
  • Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services.