Search Results for: Wealth management

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores
Finance Investment Services News

Stratos Wealth Enterprises Acquires a Majority Stake in NSC Asesores

Fintech News Desk
by Fintech News Desk0
Investment in Premier Mexican Wealth Management Firm is First International Holding for Ohio-Based Stratos Stratos Wealth Enterprises, a Stratos Wealth Holdings company,  announced the purchase of a controlling interest in NSC Asesores, a premier wealth management and investment firm headquartered in Mexico City, with more than $4 billion (U.S.) in client assets,......
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Fintech News

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Fintech News Desk
by Fintech News Desk0
Apollo announced a first close in its previously announced transaction with Griffin Capital. Apollo has completed the acquisition of Griffin’s wealth distribution business, now part of Apollo Global Wealth. Apollo expects to hold a final close to add Griffin’s individual-investor focused products and associated asset management team in the second......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
by Fintech News Desk0
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
Finance News

Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth

Fintech News Desk
by Fintech News Desk0
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two years ago, the registered independent advisory firm (RIA) underwent a rigorous due diligence process by Zoe to ensure that it is one of the top 5% nationwide. The partnership enables clients to connect with......
PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay
Digital Payments Fintech News

PNC Treasury Management Launches Innovative On-Demand Pay Solution Powered by DailyPay

Fintech News Desk
by Fintech News Desk0
PNC EarnedIt Offers Real-Time Access to Pay PNC Treasury Management  announced a groundbreaking new on-demand pay solution, PNC EarnedIt. Powered by DailyPay Marketplace, PNC EarnedIt offers pay on-demand – a highly sought-after employee-benefit – to its clients allowing them to provide their employees access to earned pay – throughout any......
DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business
Business Digital Asset Management News

DL Holdings and YF Life Announced Strategic Partnership to Accelerate the Development of Family Office and Asset Management Business

Fintech News Desk
by Fintech News Desk0
DL Holdings Group Limited (“DL Holdings” or the “Company” and its subsidiaries (together, the “Group”), Stock Code: 1709) announced that it will engage in a comprehensive partnership with YF Life in the next three years. YF Life Innovation Strategic Partnership Conference was held in Hong Kong, which explored new opportunities and laid......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
Business Finance News

Leading Australian Wealth Firm Selects Broadridge to Grow Securities Finance Business

Fintech News Desk
by Fintech News Desk0
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimising their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc., a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area......
Edelweiss Asset Management Launches ‘eInvest’
Fintech Funding News

Edelweiss Asset Management Launches ‘eInvest’

Fintech News Desk
by Fintech News Desk0
A mutual fund app –to help investors achieve their financial goals in a convenient way Edelweiss Asset Management has announced the launch of eInvest a mutual fund mobile app for investors for a smooth investing experience. eInvest is an easy-to-use app that will help investors perform all financial transactions on......
Rise People Partners With Wealthsimple to Simplify Tax Season for Canadians
Digital News

Rise People Partners With Wealthsimple to Simplify Tax Season for Canadians

Fintech News Desk
by Fintech News Desk0
Rise People Inc., Canada’s people management platform, announced a partnership with Wealthsimple, to help Canadian employees navigate the upcoming tax season. The partnership will make it easier for thousands of Canadians who receive their T4s through Rise’s digital payroll system to prepare and submit their return. Canadian businesses that use......
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