Strategic Growth Continues at Rapid Pace with Acquisitions of American Portfolios, Infinex Financial, and Ongoing Advisor Recruitment.
Infinex Investments Inc., a prominent financial advisory firm, is rapidly expanding its operations through strategic acquisitions and ongoing recruitment of financial advisors. With a strong focus on growth and innovation, the company aims to provide comprehensive financial services to a wide range of clients.
About 11,000 Financial Advisors Moving to Infinex Investments
About 11,000 financial advisors, managing nearly $500 billion in client assets, will be transitioning to Infinex Investments. This move will provide these advisors with access to a new brokerage and registered investment platform, enabling them to better serve their clients and enhance their business offerings.
FairfieldCountyBank Welcomes Infinex Investments Experts
SmartMoneyWeek at Ridgefieldlib is pleased to welcome experts from FairfieldCountyBank, including Carol Johnson, VP Branch Manager, Wilton office, and Elyssia Poland. These experts will share insights on the latest developments in the financial industry, including the strategic growth of Infinex Investments.
Commercial Banking Company Welcomes New Infinex Financial Advisor
The President and CEO of The Commercial Banking Company warmly welcomes Greg Reid as the new Infinex Financial Advisor. This addition to the Infinex Investments team further strengthens their expertise in providing top-notch financial advice and services to their growing client base.
Closing the Gender Investment Gap
The gender investment gap is slowly narrowing as women continue to become more knowledgeable and confident in their financial goals. Infinex Investments recognizes the importance of addressing this gap and is committed to providing tailored financial solutions to empower women in making informed investment decisions.
Infinex Investments Inc.: A Leader in Financial Advisory Services
Infinex Investments Inc. boasts a network of 750 financial advisors at bank and credit union programs, who collectively manage over $30 billion in client assets. The company's commitment to excellence and a client-centric approach has solidified its position as a leader in the financial advisory industry.
Advisor Group to Acquire Infinex Financial Holdings
Advisor Group, a leading broker/dealer, has announced its plans to acquire Infinex Financial Holdings. With over 230 existing broker/dealers supported by Infinex Financial, this acquisition will further strengthen Advisor Group's presence in the financial services market.
Moody's Upgrades Infinex Investments' Debt Rating
Moody's, a prominent credit rating agency, has recently upgraded Infinex Investments' debt rating. This positive development reflects the company's strong financial position and strategic growth initiatives. However, potential rivals may seize opportunities if service standards deteriorate during complex transitions.
Financial Advisory Firm Ordered to Return Funds
A national financial advisory firm, headquartered on Preston Avenue, including Infinex Investments, was among the 79 firms nationwide ordered to return a total of $125 million. This regulatory action emphasizes the importance of maintaining transparency and accountability within the financial industry.
