Latitude Financial Services

Investments

Waller Helms Advisors | May 26, 2022

Waller Helms Advisors, a leading specialist investment bank, has announced an agreement to acquire Park Sutton Advisors, an M&A focused bank. PSA was founded in 2008 and has completed 25 wealth management deals in 2021. The organization has maintained its momentum through 2022. This combination is game-changing. The addition of Park Sutton significantly enhances our capabilities in the wealth and investment management sector and creates a specialist firm ...

Investment Management

AGM | December 29, 2021

AGM Group Holdings Inc., a technology-based company, is currently focusing on providing fintech software services along with providing high-performance hardware and computing equipment. It announces the distribution of 1,335 units of Bitcoin mining machines to Meten Holding Group Ltd. ("Meten"). Meten Holding Group Ltd. has been one of the leading omnichannel English language training ("ELT") service providers in China. The company has delivered English languag...

Financial Management

Envestnet, Oyster Consulting | April 21, 2021

Envestnet | MoneyGuide reported today a collaboration with Oyster Consulting to provide paraplanning services to mutual clients. The partnership aims to allow more financial advisors to initiate, scale, and deepen financial planning relationships with clients at a lower cost. "Clients are relying on advisors to have peace of mind and holistic guidance in addition to portfolio plans now more than ever," said Tony Leal, President of Envestnet | MoneyGuide. "For consul...

Comerica Bank | May 08, 2020

Comerica Bank processed approximately 13,000 Paycheck Protection Program loan applications. Comerica commits additional $4 million to community nonprofits. Read More