Search Results for: Wealth Advisory

LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management
Finance News

WSFS Completes Merger and Brand Conversion of Cypress Capital Management and West Capital Management into Bryn Mawr Capital Management

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation has completed the merger and brand conversion of Cypress Capital Management and West Capital Management and has renamed the combined entity Bryn Mawr Capital Management, LLC, effective January 1, 2023. Bryn Mawr Capital Management is registered as an investment advisor with the U.S. Securities and Exchange Commission......
Alvarium Tiedemann Holdings Enters into New $250 Million Credit Facility
Finance Investment Services News

Alvarium Tiedemann Holdings Enters into New $250 Million Credit Facility

Fintech News Desk
by Fintech News Desk0
Provides financial flexibility to execute growth initiatives and serve its global clients more efficiently Alvarium Tiedemann Holdings, Inc. announced that it has entered into a $250 million credit facility with a syndicate led by BMO Capital Markets Corp. (“BMO”). The facility, which is comprised of a $150 million revolving credit......
William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director
Banking Investment Services News

William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced that it has further expanded its investment banking team with the addition of William Kallop as a managing director in the firm’s consumer and retail group. Based in Chicago, Kallop will focus on clients......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
Apex Fintech Solutions and Unifimoney Announce Partnership
Fintech News

Apex Fintech Solutions and Unifimoney Announce Partnership

Fintech News Desk
by Fintech News Desk0
Enables community financial institutions to equip account holders with access to a full suite of digital wealth management services Apex Fintech Solutions, the powerhouse enabling seamless access, frictionless investing, and scalable infrastructure for hundreds of leading fintech companies, announced a partnership with Unifimoney Inc. (“Unifimoney”) a multi asset digital wealth management......
GDA International Acquires All Assets and IP of Life Wallet Project
Blockchain Digital Wallet News

GDA International Acquires All Assets and IP of Life Wallet Project

Fintech News Desk
by Fintech News Desk0
As a leading self-custody wallet with a rapidly growing user base, Life Wallet to become a central component of the ecosystem and offerings of the GDA Group of Companies GDA International (formerly known as Assets International), a vertically integrated financial technology and digital asset capital market advisory company that provides institutions with......
Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud
Banking News

Alpian, Switzerland’s First Digital Private Bank, Goes Live on Temenos Banking Cloud

Fintech News Desk
by Fintech News Desk0
Bank is using Temenos core banking and payments solutions to deliver accessible private banking for Swiss affluent Temenos, announced that Alpian SA, Switzerland’s first digital private bank, has gone live with core banking and payments services on Temenos Banking Cloud. The pioneering bank is running on Temenos Banking Cloud hosted on......
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