Search Results for: wealth manager

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
Fintech News

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Fintech Fintech Funding Investment Services News

FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Fintech News

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
BTSE.com Launches Brave New Coin’s DeFi Index - Perpetual Swap with Leverage Trading for DeFi Exposure
Cryptocurrency Fintech Investment Services News Trading

Brave New Coin Launches BNC Pro, A Digital Wealth Management Platform for Cryptocurrency Investors

Fintech News Desk
by Fintech News Desk0
Individual and institutional digital asset investors can use BNC Pro’s feature-rich platform to manage their portfolios, generate investment opportunities and more Digital asset data company Brave New Coin announced the launch of BNC Pro, a low-cost, feature-rich digital wealth management platform for cryptocurrency investors. BNC Pro uses Brave New Coin’s......
Bridge Financial Technology Expands Leadership Team, Names Industry Veteran Christopher Haley as Board Chairman
Big Data Fintech Investment Services News Risk Management

Private Client Resources (PCR) and FINARTIS team to deliver a complete Front-to-Back Experience to Private Banks, Asset Managers and Family Offices internationally

Fintech News Desk
by Fintech News Desk0
Global Solution integrates PCR’s data aggregation capabilities with FINARTIS’s comprehensive Investment Management platform Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting......
Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions
Banking Business Fintech News

Commonwealth Credit Union Expands Partnership with Jack Henry to Enhance Commercial Lending

Fintech News Desk
by Fintech News Desk0
$1.5 billion-asset credit union selects digital lending platform to improve efficiencies, support growth Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Jack Henry Lending announced that Frankfort, Ky.-based Commonwealth Credit Union has selected the Commercial Lending Center Suite™ to......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
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Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Vestmark Named to Second Annual WealthTech100 Listing
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Vestmark Named to Second Annual WealthTech100 Listing

Fintech News Desk
by Fintech News Desk0
Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring Revenue This year’s WealthTech100 finalists were selected by a......
Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis
Fintech News

Objectway Offers Licence-Free Period for WealthTech Suite to Help the Digital Transformation During the COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
Objectway, a leading software provider of wealth management digital solutions with customers in four continents, announced the offer of a licence-free period to any new subscription to its digital offering committed to in 2020. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal The......
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