Search Results for: financial management

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......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
Dizzion, IBM, and VMware aim to Accelerate Innovation of Managed Digital Workspaces for Financial Services Institutions
Finance News Security

Dizzion, IBM, and VMware aim to Accelerate Innovation of Managed Digital Workspaces for Financial Services Institutions

PR Newswire
by PR Newswire0
This collaboration aims to help financial services clients improve operational resiliency while addressing security and regulatory compliance requirements Dizzion announced the release of Dizzion’s new Digital Workspaces for Financial Services available on IBM Cloud for Financial Services. With IBM’s built-in security and compliance capabilities, third-party partners, institutions, and vendors can protect......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
Analytics Artificial Intelligence Featured Finance Fintech Primers

AI Dynamics In Financial Services- WEF

Pooja Choudhary
by Pooja Choudhary0
In this data-rich industry, every aspect of AI dynamics matters. There are several uses for AI in the financial sector. Perhaps the greatest benefit of artificial intelligence is the vast potential for automation it offers. Therefore, financial institutions may benefit from automation in many ways that boost production and efficiency.......
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
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