Search Results for: Wealth Advisory

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......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
by PR Newswire0
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
The Mission Driven Bank Fund Names Performance Trust as Capital Markets Advisor and Structuring Agent to The Fund
Banking News

“The Mission Driven Bank Fund Partners with Performance Trust Capital Partners “

PR Newswire
by PR Newswire0
The Fund taps Performance Trust to advise on its mission-driven bank capital investments. Performance Trust, the largest full-service investment bank focused on community financial institutions, has established a dominant presence in the capital raising and advisory space to CDFIs and MDIs nationwide. The Mission Driven Bank Fund (“The Fund”) and......
Northwestern Mutual Donates $500,000 to Childhood Cancer Survivors and Siblings to Help Fund Higher Education
Fintech News

Northwestern Mutual Donates $500,000 to Childhood Cancer Survivors and Siblings to Help Fund Higher Education

PR Newswire
by PR Newswire0
Company awards scholarships to 50 students nationwide for the 2023-24 academic year; now totaling nearly $2 million in scholarships awarded to date The 2024 scholarship application is officially open – childhood cancer survivors and childhood cancer siblings can apply now through February 1 Northwestern Mutual, through its Foundation, announced its continued commitment to......
Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat
Finance News

Origin Launches Mint Alternative: the First Personal Finance Platform that Offers Expert Guidance through AI Chat

GlobeNewswire
by GlobeNewswire0
Origin, the startup reimagining financial wellness for all, announced that it has launched the first personal finance platform to provide holistic tracking of net worth, AI-powered financial guidance, automated investing, easy tax filing, estate planning, and the option to meet with a Certified Financial Planner(CFP). Origin fills the void left......
MarshBerry Acquires IMAS Corporate Finance
Finance InsurTech News

MarshBerry Acquires IMAS Corporate Finance

PR Newswire
by PR Newswire0
Expanding MarshBerry’s global reach by acquiring leading U.K. M&A operation. MarshBerry, a global M&A advisory firm for insurance brokers and wealth management firms proudly announced that it has acquired IMAS Corporate Finance LLP (IMAS). IMAS is a leading M&A advisory firm in the United Kingdom (UK) insurance and wealth segments and......
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