Search Results for: Wealth management

Amber Group Continues to Provide Uninterrupted On/Off Ramp Services Despite Banking Crisis
Banking News

Amber Group Continues to Provide Uninterrupted On/Off Ramp Services Despite Banking Crisis

PR Newswire
by PR Newswire0
A secure and reliable solution for investors seeking seamless conversions between fiat currencies and digital assets Amber Group, a leading provider of digital wealth management and crypto liquidity solutions, remains committed to providing uninterrupted on/off ramp services for its clients despite the US banking crisis and tightened regulations. As many......
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
by PR Newswire0
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
Apex Fintech Solutions Launches 245 Trading
Fintech News Trading

Apex Fintech Solutions Launches 24/5 Trading

Business Wire
by Business Wire0
Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth management, announced the public launch of its 24 hour trading capabilities, five days a week. This further opens up optionality for those clients who do not want to be restricted to traditional US trading......
Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors
Digital Asset Management News

Global X Expands Its Digital Asset SMA Availability Via Partnership with Eaglebrook Advisors

PR Newswire
by PR Newswire0
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), will be launching two digital asset, separately managed account (SMA) strategies on the Eaglebrook Advisors platform on Tuesday, June 13th. The Global X Digital Asset Mega-Cap Index and Global X Digital Asset Mid-Cap Index strategies provide foundational exposure to the......
Big Eyes Raises $27.5 Million in Presale and Prepares for Launch
Blockchain Cryptocurrency News

Big Eyes Raises $27.5 Million in Presale and Prepares for Launch

GlobeNewswire
by GlobeNewswire0
Leading Community Token Gains Massive Support Ahead of Highly Anticipated Launch. Listings on OKX and Poloniex coming Big Eyes, the revolutionary community-driven cryptocurrency, is pleased to announce the successful completion of its presale, raising an impressive $27,462,080.25. The overwhelming response from investors showcases the growing popularity and potential of the......
The State Bank Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives The State Bank clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial......
Copyleaks Launches First-of-Its-Kind Generative AI Governance, Risk, and Compliance Solution Designed for Enterprise Use
Artificial Intelligence Compliance management News

Copyleaks Launches First-of-Its-Kind Generative AI Governance, Risk, and Compliance Solution Designed for Enterprise Use

Fintech News Desk
by Fintech News Desk0
The company expands its product portfolio with the only solution designed to identify generative AI-related risks, ensure organization-wide cyber compliance, and safeguard proprietary data Copyleaks, the leading AI-based text analysis, plagiarism identification, and AI-content detection platform,  announced the official launch of its Generative AI Governance, Risk, and Compliance (GRC) solution,......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
by PR Newswire0
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
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