Search Results for: wealth manager

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
by PR Newswire0
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
Forester Capital Enters Strategic Relationship with Sahul Sharma of Triveni Capital
Investment Services News

Forester Capital Enters Strategic Relationship with Sahul Sharma of Triveni Capital

Business Wire
by Business Wire0
Forester Capital, an alternative investment platform, will make a strategic investment into the flagship fund of Triveni Investments L.P., a long/short equity manager that seeks to identify mispriced investments in the financial sector and adjacent sectors. The fund is managed by Sahul Sharma, who was most recently a portfolio manager......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
ViewTrade Chosen By Israel's ONE ZERO Digital Bank as Technology Partner for Securities Trading Platform
Fintech News Trading

ViewTrade Chosen By Israel’s ONE ZERO Digital Bank as Technology Partner for Securities Trading Platform

PR Newswire
by PR Newswire0
ViewTrade, the force that powers fintech, announced that it has been chosen by Israel’s ONE ZERO Digital Bank to be the broker and technology partner for its new securities trading platform, allowing Israeli investors seamless access to US markets. ONE ZERO customers can now trade in a wide variety of equities......
Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets
Investment Services News

Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets

Business Wire
by Business Wire0
New WealthBridge platform makes adding alternative investments to retirement accounts as easy as buying a stock Yieldstreet, the leading private market investing platform, and Equity Trust, one of the largest self-directed IRA custodians in the U.S., announced a strategic partnership that will make it easier than ever to add alternative investments......
Chase and Amazon Announce New Benefits and Features on the Amazon Visa Card Portfolio
B2B E-commerce News

Chase and Amazon Announce New Benefits and Features on the Amazon Visa Card Portfolio

Business Wire
by Business Wire0
New cardmembers are eligible for a limited time offer to earn 5% back (Prime members) and 3% back (non-Prime members) on all purchases for three months Chase and Amazon announced new benefits and features on the Amazon Visa card portfolio, providing cardmembers with increased opportunity to earn cash back on......
AI in Banking: Benefits And Challenges
Artificial Intelligence Banking Featured Finance

AI in Banking: Benefits And Challenges

Pooja Choudhary
by Pooja Choudhary0
Introduction The banking industry is no exception to the fact that artificial intelligence (AI) has become a crucial component of the most demanding and fast-paced businesses. It is understandable why AI has so swiftly established itself as one of the technical pillars around which the current financial industry is based.......
CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
by Business Wire0
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
Yield App Offers Full Fiat Service with Fiat Republic
Cryptocurrency Digital Payments News

Yield App Offers Full Fiat Service with Fiat Republic

Fintech News Desk
by Fintech News Desk0
Partnership ushers in a new era of crypto-fiat payments with virtual fiat IBANs Yield App has partnered with Fiat Republic to introduce virtual fiat IBANs to customers, enabling seamless fiat deposits and withdrawals for EUR and GBP via SEPA Instant and UK FPS local payment rails. With increasing scrutiny and......
Usio’s PayFac Technology Now Integrated into Suite Engine’s CPM Dynamics 365 Business Central
Digital Payments Fintech News

Usio’s PayFac Technology Now Integrated into Suite Engine’s CPM Dynamics 365 Business Central

Business Wire
by Business Wire0
Suite Engine makes Usio’s payment facilitation solution, PayFac-in-a-Box, available for use within Microsoft Dynamics 365 Business Central ERP software Usio, Inc., a leading FinTech company that operates a full stack of integrated, cloud-based electronic payment and embedded financial solutions, announced that Suite Engine, LLC, the creator of plug-and-play solutions for......
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