Search Results for: Financial Advisor

Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Finance News

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

Fintech News Desk
by Fintech News Desk0
Vontobel will become the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes The transaction is part of Vontobel’s long-term growth strategy in the US UBS USA will continue to refer clients with a US connection seeking regionally diversified strategies in a Swiss based......
Independent Bank Group, Inc. Appoints Paul Langdale as Chief Financial Officer
Banking News

Independent Bank Group, Inc. Appoints Paul Langdale as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Independent Bank Group, Inc. announced the appointment of Paul Langdale as Chief Financial Officer. Mr. Langdale is replacing Michelle Hickox, who has served as Chief Financial Officer of Independent Bank Group, Inc., and its subsidiary Independent Bank since 2012. Ms. Hickox will remain employed in an advisory capacity to facilitate......
LPL Financial and Perennial Financial Services Welcome Eddie ChanLPL Financial and Perennial Financial Services Welcome Eddie Chan
Finance News

LPL Financial and Perennial Financial Services Welcome Eddie Chan

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisor Eddie Chan has joined LPL Financial’s broker-dealer, RIA and custodial platforms, affiliating with Perennial Financial Services, an existing firm supporting LPL-affiliated advisors. Chan reported having served approximately $110 million in advisory, brokerage and retirement plan assets,* and joins LPL from Ameriprise Financial. Latest......
Envestnet National Study Examines Keys to Unlocking Americans' Complicated Financial Relationships
Finance News

Envestnet National Study Examines Keys to Unlocking Americans’ Complicated Financial Relationships

Fintech News Desk
by Fintech News Desk0
Envestnet Study, Fielded in Partnership with The Center for Generational Kinetics, Reveals that Advisors who Offer Compelling Digital Services Alongside Traditional In-Person Advice are Best-Positioned For Growth Envestnet published findings from its first national study, “The Intelligent Financial Life: The Unexpected Intersection Between Technology, Clarity, and the Human Connection,” led in partnership......
Defined Financial Planning Acquires Annadel Capital
Finance News

Defined Financial Planning Acquires Annadel Capital

Fintech News Desk
by Fintech News Desk0
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning’s clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
Blockchain News

Weiss Multi-Strategy Advisers Becomes the First Major Traditional Financial Services Firm to Release an NFT

Fintech News Desk
by Fintech News Desk0
The new NFT initiative is a reflection of the Firm’s conviction in innovation and blockchain technology Weiss Multi-Strategy Advisers LLC a global asset manager founded over 40 years ago, has unveiled a new NFT (non-fungible token), marking a first for a major traditional financial services firm. The first, official Weiss......
PNC Bank Launches Community Advisory Council With 17 New Members Appointed
Banking News

PNC Bank Launches Community Advisory Council With 17 New Members Appointed

Fintech News Desk
by Fintech News Desk0
Community Leaders Selected to Help Steer Bank’s $88 Billion Community Benefits Plan PNC Bank announced the formation of a new national Community Advisory Council (CAC) with the appointment of 17 members, who will provide ongoing guidance for the Bank’s community lending, investment, and service efforts in support of PNC’s four-year Community Benefits Plan.......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
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