Search Results for: wealth management technology

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,......
Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms
Artificial Intelligence News

Nitrogen AI Marketing Content Tool Sees Immediate Adoption by Wealth Management Firms

Business Wire
by Business Wire0
Nitrogen AI empowers advisors with customized content generation, surpassing 500 advisor users Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow,  announced the significant traction demonstrated by Nitrogen AI, an AI-driven virtual marketing content assistant embedded into its Advisor Marketing Kit. The tool, available to Elite,......
Ascend Engages With NFP to Deploy Its Financial Technology Platform
Fintech News

Ascend Engages With NFP to Deploy Its Financial Technology Platform

PR Newswire
by PR Newswire0
Ascend, the leading financial operations automation platform, announced it has entered into an agreement with NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. As part of the agreement, NFP will deploy Ascend’s billing technology platform, which will offer its insurance clients an automated, all-in-one......
DriveWealth Appoints NYSE Executive Michael Blaugrund to CEO
Fintech News

DriveWealth Appoints NYSE Executive Michael Blaugrund to CEO

PR Newswire
by PR Newswire0
DriveWealth, the innovative global fintech with the mission to empower investing for all, has announced the appointment of Michael Blaugrund as Global Chief Executive Officer (CEO). Robert Cortright, the DriveWealth founder and current CEO, will transition to the role of Executive Chairman in which he will continue to shape the strategic vision at......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
Fintech Unicorn DriveWealth Appoints New Global CEO Following Rapid Global Expansion and Customer Growth
Fintech News Trading

DriveWealth Launches Options Trading Worldwide

PR Newswire
by PR Newswire0
DriveWealth Makes Options Trading Easy and Smart for Its Partners DriveWealth, LLC, a global fintech and pioneer in fractional investing, announced the launch of options trading in its platform used by hundreds of partners around the world. DriveWealth is now enabling access to trade options against stock and ETF securities......
Amber Group and HKD.com Forge Strategic Technology and Investment Partnership
Digital Asset Management Investment Services News

Amber Group and HKD.com Forge Strategic Technology and Investment Partnership

PR Newswire
by PR Newswire0
Amber Group, a leading provider of digital wealth management and crypto native liquidity solutions, announced that it reached an agreement on a strategic framework of investment and technology cooperation with Hong Kong Digital Asset Exchange (‘HKD.com‘), a first-of-its-kind digital assets exchange offering both online and physical branches along with a......
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