Search Results for: Wealth Advisory

Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
Silicon Valley Bank Appoints Head of Global Payments and Head of Global Digital Solutions
Banking News

Silicon Valley Bank Appoints Head of Global Payments and Head of Global Digital Solutions

PR Newswire
by PR Newswire0
New leadership continues SVB’s commitment to best-in-class product solutions Silicon Valley Bank (SVB), a division of First Citizens Bank, announced Martin Murrell has been named Head of Global Payments and Milton Santiago was named Head of Global Digital Solutions. The new leaders will further SVB’s commitment to innovative products, client solutions and exceptional client......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
Finance, Accounting Providers Power Transformation Trend
Digital News Technology

Finance, Accounting Providers Power Transformation Trend

Business Wire
by Business Wire0
Enterprises are automating financial processes and adding analytics tools, elevating FAO partners to more strategic roles, ISG Provider Lens™ report says Finance and accounting departments around the world are carrying out digital transformations to make processes more frictionless and automated, according to a new research report published by Information Services......
Apex Advisor Solutions to Offer Robust Trading and Rebalancing Capabilities Through Integrations With AdvisorArch
Fintech News Trading

Apex Advisor Solutions to Offer Robust Trading and Rebalancing Capabilities Through Integrations With AdvisorArch

Business Wire
by Business Wire0
Enhanced UI and vertically integrated platforms will provide advisors and fintechs with open architecture, flexibility and a broad set of trading and rebalancing capabilities to personalize portfolios Apex Advisor Solutions is a product of Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth......
UK FinTech Growth Partners Announces the Launch of its Growth Stage FinTech Fund
Fintech Fintech Funding News

UK FinTech Growth Partners Announces the Launch of its Growth Stage FinTech Fund

Business Wire
by Business Wire0
New fund targeted to fill growth capital gap and ensure continuation of the UK’s pre-eminence in FinTech UK FinTech Growth Partners LLP is pleased to announce that it will launch the FinTech Growth Fund, the first investment fund of its kind focussed on supporting growth stage FinTechs as they scale.......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Macquarie Leads $275 Million Syndicated Financing for Precious Metals Merchant Auramet
Banking News

Macquarie Leads $275 Million Syndicated Financing for Precious Metals Merchant Auramet

Business Wire
by Business Wire0
Auramet International, a leading precious metals merchant, is pleased to announce that it has closed a $275 million syndicated revolving credit facility (the “Facility”) led by Macquarie Bank Limited (“Macquarie”). Macquarie acted as Mandated Lead Arranger, Bookrunner and Administrative Agent for the Facility, which was well oversubscribed. The Facility complements......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
by PR Newswire0
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
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