Search Results for: Wealth Advisory

Ziegler Advises Tri-Valley Medical Group On Investment From Webster Equity Partners
Investment Services News

Ziegler Advises Tri-Valley Medical Group On Investment From Webster Equity Partners

Fintech News Desk
by Fintech News Desk0
Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Tri-Valley Medical Group (Tri-Valley) on an investment from Webster Equity Partners Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Tri-Valley Medical Group (Tri-Valley) on an investment......
Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth
News Trading

Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth

Fintech News Desk
by Fintech News Desk0
intelliflo announced that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM). Vicus Capital has leveraged @intellifloltd redblack’s rebalancing and trading to support dramatic AUM......
CGI and National Bank of Canada Expand Their Partnership
Banking News

CGI and National Bank of Canada Expand Their Partnership

Fintech News Desk
by Fintech News Desk0
CGI acquires National Bank’s innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform CGI and National Bank of Canada announce they are expanding their long-standing partnership, as CGI acquires the intellectual property of the Bank’s in-house financial planning solution currently used by the Bank’s financial advisors. CGI is also entering......
Comerica Bank Announces Details on New Investment Banking Group
Banking News

Comerica Bank Announces Details on New Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Comerica Securities, a subsidiary of Comerica Bank, has formed a new Investment Banking Group. This new team broadens the capital markets solutions and services Comerica offers its commercial and wealth management customers to include mergers and acquisitions, as well as private placement advisory services. The group will be national in scope,......
Hamilton Lane's $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize
Fintech Funding Investment Services News

Hamilton Lane’s $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize

Fintech News Desk
by Fintech News Desk0
New Securitize Fund Requires Minimum Investment of $20,000, Down from ~$5 Million, Tokenized Exclusively on Polygon Individual investors can now access Hamilton Lane‘s flagship direct equity fund, Equity Opportunities Fund V through a new Securitize feeder fund tokenized on Polygon. Leading private markets investment firm Hamilton Lane recently closed the Fund on nearly......
Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships
debt collection Finance News

Orion Champions Effort to Connect 10,000 Advisors to Families Facing Financial Hardships

Fintech News Desk
by Fintech News Desk0
 Wealthtech leader pledges support to the Foundation for Financial Planning’s ProBonoPlannerMatch.org initiative and offers free planning technology to advisors Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced expanded financial support of the Foundation for Financial Planning (FFP) and its mission to bring free, quality financial......
Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
by Fintech News Desk0
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
KBW Bolsters European Investment Banking Franchise
Banking Fintech News

KBW Bolsters European Investment Banking Franchise

Fintech News Desk
by Fintech News Desk0
Alistair McKay Named Head of European Investment Banking; Additional Managing Director Hires Announced Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp., named Alistair McKay as Head of European Investment Banking. In addition,......
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