Search Results for: Wealth management

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
Cryptocurrency Digital Asset Management News

Metalpha Technology Holding Limited To Expand Its Presence In Digital Asset Wealth Management

Fintech News Desk
by Fintech News Desk0
Dragon Victory International Limited announces it has officially changed its name to Metalpha Technology Holding Limited. The Company has also successfully completed restructuring with Antalpha Technologies Limited. Upon completion of the reorganization, Metalpha Limited (“Metalpha”) will become a wholly-owned subsidiary of the Company. Established in 2021, Metalpha is a leading digital assets wealth management......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
Banking Investment Services News

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

Fintech News Desk
by Fintech News Desk0
InCap Group served as exclusive financial advisor to RiverStone Wealth Management InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented RiverStone Wealth Management in its sale to Carnegie Investment Counsel. Established in 2008, RiverStone Wealth Management is an......
BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices
Finance Investment Services News

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices

Fintech News Desk
by Fintech News Desk0
Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared In a new study from BNY Mellon Wealth Management and Campden Wealth, the next generation of ultra-high-net-worth individuals (UHNWI) overwhelmingly indicate they are ready for succession in the family enterprise, with......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
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