Search Results for: Wealth Advisory

Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements
Fintech News

Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firms use the digital delivery tool to ensure clients receive RegBI (Form CRS), Form ADV and DOL Rule disclosures Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is evolving the Docupace Platform’s Compliance TRACKR™ technology to comply with expanding disclosure delivery requirements in an ever-changing......
Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
Fintech Funding News

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

Fintech News Desk
by Fintech News Desk0
Timothy Reese Brings 30 Years of Management, Operations and Institutional Finance Experience and Expertise within Public and Private Finance Morningstar Funds Trust Board of Trustees announced the appointment of Timothy A. Reese as an Independent Trustee. Latest Fintech News: GreenBox POS and Armanino Sign Partnership To Attest to All GreenBox Custodial Accounts in......
Greenwood, Inc. Acquires Valence to Provide Professional Development and Job Recruiting for the Black Community
Fintech News

Greenwood, Inc. Acquires Valence to Provide Professional Development and Job Recruiting for the Black Community

Fintech News Desk
by Fintech News Desk0
Strengthens Greenwood as the largest digital network for Blacks and minorities; Follows Recent Acquisition of The Gathering Spot and Creates a Trifecta of Fintech Product, Million Member Community, and Career Development Platform Latest Fintech News: VCTI Introduces Broadband Infrastructure Investment Analytics for Private Equity Firms Greenwood, the digital banking platform for......
Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform
Investments News

Forum Investment Group Hires Industry Veteran Mick Manning to Lead Buildout of Broker-Dealer Platform

Fintech News Desk
by Fintech News Desk0
Forum Investment Group (“Forum”), a Denver-based real estate investment and asset management firm, announced that Mick Manning has joined the company as managing director, head of capital markets to facilitate the strategic addition of a new broker-dealer enterprise to support the distribution effort for the company’s real estate and 1031 exchange platforms. Latest......
Sanjay Sharma to Lead SEI's Private Banking Business
Banking News

Sanjay Sharma to Lead SEI’s Private Banking Business

Fintech News Desk
by Fintech News Desk0
Evolution of SEI’s Leadership Reinforces Strategic Focus on Driving Growth SEI announced that Sanjay Sharma has been appointed to lead its Private Banking business segment. Sharma will be responsible for overall strategy and business growth through the delivery of comprehensive technology, operational, and investment solutions for U.S. and U.K. wealth management organizations.......
PACT Capital Adam Mortanian Named to Forbes Finance Council
Finance News

PACT Capital Adam Mortanian Named to Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Commercial and Agriculture Real Estate Lending Thought Leader to Share Insights and Best Practices Adam Mortanian, Co-Founder and Managing Director of PACT Capital, a leading mortgage banking and capital advisory firm, has been named to the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset......
BNY Mellon's Pershing Reimagines Future of Financial Advice with Bigger
Finance News

BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms. Latest......
MRHB continues to Lead with World’s First Halal DeFi Solutions for Passive Crypto Income, Commodity Exchange & Staking
DeFi News

MRHB continues to Lead with World’s First Halal DeFi Solutions for Passive Crypto Income, Commodity Exchange & Staking

Fintech News Desk
by Fintech News Desk0
Ethics-focused decentralized finance platform MRHB. Network has announced three world first product/feature launches together with dozens of new enhancements to be added to their halal DeFi platform in the next six months. This announcement comes along with over a dozen more developments to be added from August onwards, which pave the......
Black-Owned Bank to Finance Redesign of Baltimore Arena
Finance News

Black-Owned Bank to Finance Redesign of Baltimore Arena

Fintech News Desk
by Fintech News Desk0
The National Black Bank Foundation (NBBF) announced Thursday that a Baltimore-based Black-owned bank is participating in the multi-million dollar syndicated loan to reimagine the iconic Baltimore Arena into a world-class sports and entertainment venue. Latest Fintech News: Vincent Makes Investing into Alternative Assets Easier by Launching VALT The First Professionally Managed Diversified......
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......
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