Search Results for: Wealth management

Clifford Rosler Management Announces Development of New Trading Platform
News Trading

Clifford Rosler Management Announces Development of New Trading Platform

Fintech News Desk
by Fintech News Desk0
Financial services company Clifford Rosler Management is set to launch a new digital trading platform for its clients. The online trading platform will be available as early as Q1, 2023 Clifford Rosler Management has announced that the company is currently underway and developing a new state-of-the-art digital trading platform for its......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM
Investment Services News

John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management, a company of Manulife Investment Management, recently announced net fee reductions on three funds with a combined total of more than $2.4 billion in assets under management. The reductions reflect contractual modifications to management fee schedules and/or reimbursement expenses for the funds and certain management fee waivers according......
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Investment Services News

Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments

Fintech News Desk
by Fintech News Desk0
Demand for private market opportunities is strong among investors in the Asia Pacific region, according to a new industry report jointly issued by Hywin Holdings Ltd, a leading independent wealth management service provider in China, with Liechtenstein-based VP Bank Ltd. and WealthBriefingAsia. Over three quarters, or 77% of wealth management......
EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth
Finance News

EverNest Financial Advisors Builds on its Independent Position by Partnering With Sanctuary Wealth

Fintech News Desk
by Fintech News Desk0
Sanctuary Wealth acquires minority stake in Indianapolis-based independent firm with almost $400 million in AUM Sanctuary Wealth, home to the next generation of elite advisors, proudly announces that EverNest Financial Advisors, an independent firm based in Indianapolis, has chosen to partner with Sanctuary, which has acquired a minority position in the firm. The two-person team......
Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience
News Trading

Glue42 and Iress Enable Traders and Wealth Managers to Create a Hyper-Personalized User Experience

Fintech News Desk
by Fintech News Desk0
Glue42 Iress Connector automates and optimizes trading workflows to increase efficiency for business and technology users Glue42, the company that delivers integrated desktop experiences to financial institutions globally, and Iress  are teaming up to optimize the user experience of traders and wealth managers using the Iress Order System (IOS+) by automating......
Voya Investment Management and iCapital Form Partnership
Investment Services News

Voya Investment Management and iCapital Form Partnership

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., announced that it has partnered with iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries. Voya IM will leverage iCapital’s customized technology, service and diligence solution for financial......
BCT Digital Adds Enterprise Risk Management to Its rt360-GRC Product Suite
Fintech News Risk Management

BCT Digital Adds Enterprise Risk Management to Its rt360-GRC Product Suite

Fintech News Desk
by Fintech News Desk0
BCT Digital, a global Fintech company specializing in regulatory technology, has launched ‘rt360 Enterprise Risk Management (ERM)’, a product which uses a “Business First, Technology Next” approach to enable enterprises to identify and control risks arising out of their operations. Risks can arise from people, processes and systems including both......
Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
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