Search Results for: Wealth Advisory

Galaxy is About to Launch the MetaFi Token GDI
DeFi News

Galaxy is About to Launch the MetaFi Token GDI

Fintech News Desk
by Fintech News Desk0
Galaxy also introduces IDO, bridging AI quantitative trading with blockchain fields such as NFT, DeFi, GameFi, SocialFi, and MetaFi, providing a better wealth management experience for its investors. Thanks to the popularity of DeFi, AI quantitative trading has attracted the attention of many tier-1 global institutional investors. With Galaxy’s deep......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
Banks Seize Competitive Edge Using Digital Platforms
Banking Cloud News

Banks Seize Competitive Edge Using Digital Platforms

Fintech News Desk
by Fintech News Desk0
Modern, cloud-based and as-a-service technologies help traditional institutions provide fast, online banking experiences, ISG Provider Lens™ report says Many traditional banks around the world are meeting changing customer expectations and competing with new rivals by adopting digital banking platforms, according to a new research report published by Information Services Group,......
Sven Stumbauer Joins Grant Thornton to Expand Forensic, AML and Sanctions Offerings
Cryptocurrency News

Sven Stumbauer Joins Grant Thornton to Expand Forensic, AML and Sanctions Offerings

Fintech News Desk
by Fintech News Desk0
New leader brings more than two decades of international experience to the firm   Veteran financial crimes leader Sven Stumbauer has joined Grant Thornton LLP as an Advisory Services managing director and leader of the firm’s Anti-Money Laundering (AML) and Sanctions practice within the Integrity, Investigations and Restructuring solutions group. Based in Miami,......
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