Search Results for: Wealth Advisory

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
Visa Introduces Crypto Advisory Services To Help Partners Navigate A New Era Of Money Movement
Cryptocurrency Fintech News

Visa Introduces Crypto Advisory Services To Help Partners Navigate A New Era Of Money Movement

Fintech News Desk
by Fintech News Desk0
The case for crypto is getting stronger for financial institutions; new global research finds nearly 40% of crypto owners would be likely to switch primary banks to one that offers crypto products Visa, the world’s leader in digital payments, announced the launch of Visa’s Global Crypto Advisory Practice, an offering......
Okcoin Announces $1M Commitment to Bring More Women into Crypto, Randi Zuckerberg as Inaugural Brand Advisory Council Member
Cryptocurrency News

Okcoin Announces $1M Commitment to Bring More Women into Crypto, Randi Zuckerberg as Inaugural Brand Advisory Council Member

Fintech News Desk
by Fintech News Desk0
With a goal to reach 50% female customers by 2025, Okcoin’s $1M initiative and new council seeks to promote greater industry inclusivity Okcoin, one of the world’s fastest-growing cryptocurrency platforms, today announced that it is kicking off the next phase of its mission to make the crypto industry more inclusive......
Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast
Capital Markets News

Dylan Isaacs Joins Sanctuary Wealth as Regional Director, West Coast

Fintech News Desk
by Fintech News Desk0
Sanctuary Hires Former Director and Assistant Market Head with UBS Wealth Management Sanctuary Wealth, home to the next generation of elite advisors, welcomes Dylan Isaacs to the firm as a Regional Director. In this role, he will partner with and support Sanctuary Wealth teams on the West Coast, as well as recruit......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
by Fintech News Desk0
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
New Digital Investment Platform Stackwell Aims to Close Racial Wealth Gap
Banking Fintech Investments

New Digital Investment Platform Stackwell Aims to Close Racial Wealth Gap

Fintech News Desk
by Fintech News Desk0
A Mobile Application that Delivers Automated Investment Tools and Education to Help Build Black Wealth Stackwell, a mobile application that delivers automated investment tools and education to help build Black wealth announced that it filed an application for registration with the U.S. Securities and Exchange Commission as an investment adviser......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
by Fintech News Desk0
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
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