Search Results for: Wealth management

PeoplesBank Donates Landmark Building to Glen Rock Borough
Banking News

PeoplesBank Donates Landmark Building to Glen Rock Borough

Fintech News Desk
by Fintech News Desk0
PeoplesBank, A Codorus Valley Company, a subsidiary of Codorus Valley Bancorp, Inc., is donating its PeoplesBank Building (1 Manchester Street, Glen Rock, PA) to the Borough of Glen Rock Pennsylvania. PeoplesBank, A Codorus Valley Company, was originally founded as “the First National Bank of Glen Rock, Penna” in 1864. It......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
AB Capital Group Chooses Innovative SS&C Platform to Propel Business
Finance News

AB Capital Group Chooses Innovative SS&C Platform to Propel Business

Fintech News Desk
by Fintech News Desk0
Philippines-based financial services provider selects SS&C Aloha to power new wealth business SS&C Technologies Holdings, Inc. announced AB Capital Group has chosen the new innovative platform SS&C Aloha to advance its investment operations, revamp core infrastructure and support its growth objectives. AB Capital Group manages P30 billion in equity, balanced and money market funds, and segregated investment......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Bitsy Launches Version 2 of Its Platform
Finance News

Bitsy Launches Version 2 of Its Platform

Fintech News Desk
by Fintech News Desk0
New platform and integration partners prove value, need, and uniqueness of Bitsy’s offerings Financial advisor automation software company Bitsy is excited to announce the rollout of the second version of its platform. Bitsy specializes in workflow automation tools for financial advisors that are powerful and easy to use, providing a......
Temenos Hits Milestone of 850 Clients on Its Digital Banking Platform
Banking News

Temenos Hits Milestone of 850 Clients on Its Digital Banking Platform

Fintech News Desk
by Fintech News Desk0
Temenos Infinity offers composable digital banking solutions across customer tiers and geographies Temenos announced that it has passed 850 customers with Temenos Infinity digital banking platform, successfully delivering implementations across client tiers and multiple geographies. A raft of banks have gone live with Temenos Infinity from banks in Europe, Middle East and......
Travel Expenditure Grows 165%; OTT Expenditure Grows 80% During Festive Season: PayU Insights Report
Digital Payments News

Travel Expenditure Grows 165%; OTT Expenditure Grows 80% During Festive Season: PayU Insights Report

Fintech News Desk
by Fintech News Desk0
Credit Repayment via UPI mode sees 251% growth in expenditure and 172% growth in transactions PayU unveiled its Insights Report – Festive edition which compares digital payment transaction trends on the PayU platform between the festive seasons of 2021 and 2022. 2022 saw a 64% increase in expenditure & 31%......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
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