Search Results for: Wealth management

The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
Women Money Myths are the Subject of a New eBook from The Humphreys Group
Finance News

Women Money Myths are the Subject of a New eBook from The Humphreys Group

PR Newswire
by PR Newswire0
The eBook, “Rewriting the Rules: Telling Truths about Women and Money,” second edition is now available. The Humphreys Group is delighted to announce the release of the second edition of its groundbreaking eBook, “Rewriting the Rules: Telling Truths about Women and Money.”  This insightful guide challenges traditional norms. We question......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
Finance Fintech News

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

Business Wire
by Business Wire0
Conference call and webcast on Tuesday, March 19 at 8:15 a.m. eastern time to discuss business update and 2023 financial results. iPipeline, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly......
Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region
Banking Finance News

Oppenheimer Further Expands Public Finance Banking Team with Appointment of Frank Sanchez Reed As Head of the Southwest Region

PR Newswire
by PR Newswire0
Texas-Based Senior Banker, Who Has Nearly 30 Years of Public Finance Experience, Builds on Oppenheimer’s Continued Momentum in the Space Reed’s Recruitment Follows the Hires of Northeast Region Head Kristin Stephens, Southeast Region Head David Moffett and Public Finance Head Elizabeth Coolidge Oppenheimer & Co. a leading financial services firm......
Ocrolus Partners With Envestnet | Yodlee
Analytics Fintech News

Ocrolus Partners With Envestnet | Yodlee

Fintech News Desk
by Fintech News Desk0
Through the partnership, Ocrolus technology will enable Envestnet | Yodlee customers to gather financial data from uploaded documents, such as bank and income statements to supplement data from digital sources. Ocrolus, an AI-driven financial document automation and analysis firm, and Envestnet | Yodlee, a data aggregation and analytics platform, announced......
GoLearn Unveils Online Upskilling Courses in BFSI for Academic Achievers in Small Towns of India
Banking News

GoLearn Unveils Online Upskilling Courses in BFSI for Academic Achievers in Small Towns of India

PR Newswire
by PR Newswire0
GoLearn offers specialized, placement-focused upskilling courses for academic achievers from smaller cities and towns in India. These courses are thoughtfully tailored to fulfill the BFSI sector’s unique requirements, equipping graduates with a blend of theoretical knowledge and practical skills needed to navigate the industry’s dynamic landscape. GoLearn, an innovative online......
Bank of America Grant Boosts HGTC Fundraising Goal
Fintech Funding News

Bank of America Grant Boosts HGTC Fundraising Goal

PR Newswire
by PR Newswire0
The grant from Bank of America will accelerate progress toward expanding physical facilities and attracting new students to its Nursing and Health Sciences programs, preparing students for success in the rapidly evolving healthcare sector.  Horry-Georgetown Technical College (HGTC) takes a significant step forward in realizing its vision for a new, world......
Morgan Stanley Announces Launch of Private Markets Transaction Desk
Finance Fintech News

Morgan Stanley Announces Launch of Private Markets Transaction Desk

Business Wire
by Business Wire0
Private Markets Transaction Desk supports secondary trading for shareholders of private companies through a company-centric focus with concierge service. Investors gain access to a distinct array of private market opportunities stemming from Morgan Stanley’s ecosystem encompassing Companies, Wealth Management Clients, and Institutional Investors. Morgan Stanley Wealth Management announced today the......
StratiFi Announces Strategic Partnership With iQUANT
News Risk Management

StratiFi Announces Strategic Partnership With iQUANT

PR Newswire
by PR Newswire0
Alliance Provides Added Value to Mutual Customers, Offering Access to Bespoke iQUANT Risk Management Strategies and Investment Models on StratiFi StratiFi to Add Model Marketplace for Advisors to Gain Access to More Signal and Investment Research Providers StratiFi – a fast-growing risk management platform that provides wealth management firms and industry......
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