Search Results for: Wealth management

US Bank Unveils Connected Partnership Network
Banking News

US Bank Unveils Connected Partnership Network

Business Wire
by Business Wire0
New Partnership Network streamlines connection to payment and treasury management services U.S. Bank unveiled an online marketplace of third-party payment and treasury solutions that are fully integrated with U.S. Bank systems. The U.S. Bank Connected Partnership Network helps corporate treasury teams easily identify and adopt technology connected with the bank, such......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Amber Group Continues to Strengthen Resilience with Enhanced Compliance, Security, and Industry Collaborations
Digital Asset Management News

Amber Group Continues to Strengthen Resilience with Enhanced Compliance, Security, and Industry Collaborations

PR Newswire
by PR Newswire0
Amber Group, a leading global digital asset company, announced its exceptional revenue growth in the second quarter of the year, doubling its figures from the first quarter. This remarkable achievement reflects the company’s unwavering commitment to excellence and innovation across its core business areas, with notable contributions from its market......
Citi Launches Suite of Auto-Enabled Payment Solutions for Financial Institutions
Digital Payments News

Citi Launches Suite of Auto-Enabled Payment Solutions for Financial Institutions

Business Wire
by Business Wire0
Citi Treasury and Trade Solutions launches a set of four payment solutions for Financial Institution (FI) clients, which are designed to improve the client experience for their end users. With this, FI clients will now have access to new capabilities — each of which can now be used with low......
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
Broadridge Appoints Paul Simpson as Vice Chairman of Global Technology and Operations Business
News Technology

Broadridge Appoints Paul Simpson as Vice Chairman of Global Technology and Operations Business

PR Newswire
by PR Newswire0
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business Broadridge Financial Solutions, announced the appointment of Paul Simpson as Vice Chairman of Broadridge’s Global Technology and Operations (GTO) business. In this newly created role, Simpson will work closely with......
Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform
Fintech News

Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform

PR Newswire
by PR Newswire0
Improving investors’ experiences with regulatory, transactional and governance communications for a digital world To better serve investors around the world with a new enriched investor communications and governance solution experience, global Fintech leader Broadridge Financial Solutions, announced the international launch of its next-gen digital communications platform, the Broadridge Communications Cloud. The end-to end......
Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers
Lending News

Broadridge Launches New Financial Advisor Productivity Integrations for Salesforce Financial Services Cloud Customers

PR Newswire
by PR Newswire0
Broadridge’s books and records data consolidation, securities lending and financial advisor marketing systems will help Salesforce customers streamline workflows and enhance advisor productivity Broadridge Financial Solutions announces a collaboration with Salesforce to help wealth management firms scale their businesses, accelerate digital transformation, reduce cost, mitigate risk and increase advisor productivity. Through......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Ant Group Unveils its Financial Large Language Model and Two New Applications
Fintech News

Ant Group Unveils its Financial Large Language Model and Two New Applications

Business Wire
by Business Wire0
Financial LLM is in closed test with financial institution partners on Ant Group’s wealth management and insurance platforms The company will implement the financial LLM on its digital finance platform business supporting financial institutions in the China market. Ant Group unveiled its financial large language model at the 2023 INCLUSION·Conference......
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