S.J Finanial Services

sjfinancialservices.com

Our aim to deliver high quality independent advice in a manner and time that our clients demand and expect. Our clients, who are from all walks of life and backgrounds, look to us to ensure that their finances are working for them, both today and in the future. I try to ensure that you have access to a range of products and services available in the financial services market rather than \restricted to one Company. This ensures you receive the right advice to select t\he financial products and services needed to meet your requirements and circumstances.

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WEALTH MANAGEMENT

ORION SUCCESSFULLY ACQUIRES TOWNSQUARE CAPITAL

TownSquare Capital | July 04, 2022

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TownSquare Capital (TownSquare), a boutique, full-service investment and trading platform with an institutional attitude on portfolio construction, was acquired by Orion Advisor Solutions, a leading developer of transformative wealth tech solutions for fiduciary advisors, today. Details of the transaction won't be made public. "Today, we officially add TownSquare to our wealth management business, creating more value for advisors seeking a highly integrated,...

Read More

ABE.AI AND LUMIN DIGITAL FORM A PARTNERSHIP IN DIGITAL BANKING

Envestnet, Lumin Digital | April 15, 2021

news image

Abe.ai, a pioneer in AI-powered virtual assistant products for financial institutions, and Lumin Digital (a PSCU company), a leading provider of online and mobile digital banking solutions, announced a multi-year collaboration today that will allow Lumin to deliver Abe's fully-integrated Virtual Financial Assistant (VFA) to its clients. Abe.ai's VFA will be introduced at Lumin's digital banking layer and incorporated in the authenticated, mobile, and online banking pla...

Read More

FINANCIAL MANAGEMENT

CANACCORD GENUITY GROUP INC. ANNOUNCES ACQUISITION OF UK ADVISORY BUSINESS RESULTS INTERNATIONAL GROUP LLP

CANACCORD GENUITY GROUP INC. and RESULTS INTERNATIONAL GROUP LLP | August 04, 2022

news image

Canaccord Genuity Group Inc. is pleased to announce that through its UK & Europe capital markets business, Canaccord Genuity Limited, it has entered into an asset purchase agreement to acquire the business of Results International Group LLP ("Results"). Results is an independent advisory firm headquartered in London, UK, focused in the technology and healthcare sectors which provides M&A and corporate finance services to entrepreneurs, corporates, private equity firms and inves...

Read More

JPMORGAN GIVES FINTECHS JULY DEADLINE TO SIGN NEW DATA DEALS: SOURCES

JPMorgan | February 13, 2020

news image

JPMorgan Chase & Co (JPM.N) has told financial technology companies that they will be barred from accessing its customer information by July 30 if they do not sign data access agreements with the bank and agree to a plan to stop using customer passwords to gather the data. The largest U.S. bank by assets set the new deadline in a letter sent to the companies in late January, in which it also said they must agree a “concrete plan” to transition to a new method of collecting custom...

Read More
news image

WEALTH MANAGEMENT

ORION SUCCESSFULLY ACQUIRES TOWNSQUARE CAPITAL

TownSquare Capital | July 04, 2022

TownSquare Capital (TownSquare), a boutique, full-service investment and trading platform with an institutional attitude on portfolio construction, was acquired by Orion Advisor Solutions, a leading developer of transformative wealth tech solutions for fiduciary advisors, today. Details of the transaction won't be made public. "Today, we officially add TownSquare to our wealth management business, creating more value for advisors seeking a highly integrated,...

Read More
news image

ABE.AI AND LUMIN DIGITAL FORM A PARTNERSHIP IN DIGITAL BANKING

Envestnet, Lumin Digital | April 15, 2021

Abe.ai, a pioneer in AI-powered virtual assistant products for financial institutions, and Lumin Digital (a PSCU company), a leading provider of online and mobile digital banking solutions, announced a multi-year collaboration today that will allow Lumin to deliver Abe's fully-integrated Virtual Financial Assistant (VFA) to its clients. Abe.ai's VFA will be introduced at Lumin's digital banking layer and incorporated in the authenticated, mobile, and online banking pla...

Read More
news image

FINANCIAL MANAGEMENT

CANACCORD GENUITY GROUP INC. ANNOUNCES ACQUISITION OF UK ADVISORY BUSINESS RESULTS INTERNATIONAL GROUP LLP

CANACCORD GENUITY GROUP INC. and RESULTS INTERNATIONAL GROUP LLP | August 04, 2022

Canaccord Genuity Group Inc. is pleased to announce that through its UK & Europe capital markets business, Canaccord Genuity Limited, it has entered into an asset purchase agreement to acquire the business of Results International Group LLP ("Results"). Results is an independent advisory firm headquartered in London, UK, focused in the technology and healthcare sectors which provides M&A and corporate finance services to entrepreneurs, corporates, private equity firms and inves...

Read More
news image

JPMORGAN GIVES FINTECHS JULY DEADLINE TO SIGN NEW DATA DEALS: SOURCES

JPMorgan | February 13, 2020

JPMorgan Chase & Co (JPM.N) has told financial technology companies that they will be barred from accessing its customer information by July 30 if they do not sign data access agreements with the bank and agree to a plan to stop using customer passwords to gather the data. The largest U.S. bank by assets set the new deadline in a letter sent to the companies in late January, in which it also said they must agree a “concrete plan” to transition to a new method of collecting custom...

Read More

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Events

C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us