Search Results for: senior advisor

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago
Finance News

Advisor360° Survey: Mass Affluent and High Net Worth Individuals Are More Engaged Online Than Two Years Ago

Business Wire
by Business Wire0
Nearly One Third of Generation Z and Young Millennials Check Portfolio Balances Daily Seven in 10 clients of financial advisors (69%) report spending more time checking their accounts online than they did two years ago, according to findings from Advisor360°’s latest survey. In addition, while 74 percent of respondents check......
Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors
Investment Services News

Kestra Private Wealth Services Connects Powerhouse Ensemble to Form Destination Wealth Advisors

Business Wire
by Business Wire0
Seeking a comprehensive offering and thoughtful client and firm growth, industry veterans bring $500 million to Kestra PWS’ full-service support model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, , announced the newest firm on its platform, Destination Wealth Advisors, formed by bringing together wirehouse veterans......
Securitize Expands Access to Hamilton Lane's Senior Credit Opportunities Fund via Polygon
Blockchain News

Securitize Expands Access to Hamilton Lane’s Senior Credit Opportunities Fund via Polygon

PR Newswire
by PR Newswire0
Securitize, a firm digitizing the issuance, management, and trading of real-world assets, launched a new feeder fund offering tokenized exposure to an evergreen private credit fund from leading private markets investment firm, Hamilton Lane, available exclusively on the Polygon blockchain. Latest Fintech Interview: Global Fintech Interview with Juha Viitala, CEO......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Silverneedle Ventures Onboards Viiveck Verma as Strategic Advisor & Venture Partner
Investment Services News

Silverneedle Ventures Onboards Viiveck Verma as Strategic Advisor & Venture Partner

Fintech News Desk
by Fintech News Desk0
Silverneedle Ventures (SNV), an early-stage technology focussed fund announced the hiring of Viiveck Verma as Strategic Advisor & Venture Partner. Viiveck joins Silverneedle after 6 months of the launch of the fund. Viiveck comes with over three decades of sectoral and cross-functional work experience. He is also a Founder and......
ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks
Analytics Banking News

ModernFi Announces Advisory Board as the Firm Accelerates Its Support of Community and Regional Banks

Business Wire
by Business Wire0
ModernFi, which operates the first tech-enabled deposit marketplace for banks, is proud to announce its inaugural Advisory Board. The ModernFi team is extremely fortunate and grateful to work alongside industry leaders across tech and finance. Recent events in the banking sector have crystallized the importance of effective deposit management and......
Chartwell Joins Ankura to Bolster Global Banking and Fintech Compliance Advisory Services
Compliance management Fintech News

Chartwell Joins Ankura to Bolster Global Banking and Fintech Compliance Advisory Services

PR Newswire
by PR Newswire0
Acquisition further enhances Ankura’s Global anti-financial crime offering to help banking and Fintech clients navigate the full spectrum of BSA/AML challenges Ankura Consulting Group, LLC, a leading global expert services and advisory firm, announced that it has acquired Chartwell Compliance (“Chartwell”), a leading global regulatory compliance and risk management firm that......
Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Cornerstone Advisors Launches Digital School
Finance Fintech News

Cornerstone Advisors Launches Digital School

Fintech News Desk
by Fintech News Desk0
Company expands educational offerings to help financial institutions meet digital transformation demands Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions, and fintech firms, announced that it has created a Digital School to provide financial institution executives with education and tools to get them up to speed on......
Capstone Partners Aggressively Expands Debt Advisory Group
debt collection News

Capstone Partners Aggressively Expands Debt Advisory Group

Fintech News Desk
by Fintech News Desk0
Addition of Two Senior Managing Directors and a Bolstered Execution Team Broadens Debt Capital Advisory Capabilities Capstone Partners, a leading middle market investment banking firm, is pleased to announce the addition of Brent Krambeck and Brad Stewart as Managing Directors to its Debt Advisory Group. These hires significantly expand the Group’s leadership team and solidify its......
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