Search Results for: Wealth Advisory

LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure
Finance News

Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure

Fintech News Desk
by Fintech News Desk0
Putrino’s Outstanding Record Advising Companies and Investors Enhances Oppenheimer’s Standing as Banker of Choice in Real Estate, Lodging & Leisure Oppenheimer & Co. Inc. a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings announced the continued expansion of its Financial Institutions team with the appointment of John C. Putrino as......
Maanch Launches The Engagement Tracker Tool for Facilitating ESG Stewardship
Banking News

Maanch Launches The Engagement Tracker Tool for Facilitating ESG Stewardship

Fintech News Desk
by Fintech News Desk0
Maanch Ltd announced the launch of The Engagement Tracker, a tool that enables asset managers and investors to automate data capture, analysis, and reporting of all their engagements with their portfolio companies on ESG related matters. Latest Fintech News: Heritage Financial Credit Union Goes Live With Scienaptic AI Platform to Strengthen......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Finance News

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

Fintech News Desk
by Fintech News Desk0
Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech Envestnet announced organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech. The new structure is designed to......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
by Fintech News Desk0
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
AIX Announces Technology Integration with The Sycamore Company
Investment Services News

Alternative Investment Exchange Announces Technology Integration with The Sycamore Company

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing at advisors’ fingertips. Sycamore is a provider of cloud-based financial technology solutions that enable front to back-office broker-dealer and RIA operations. This partnership immediately provides......
SRM Releases Report on BNPL Services and Why It Matters for Financial Institutions
Finance News

SRM Releases Report on BNPL Services and Why It Matters for Financial Institutions

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, manufacturing, retail, and other industries across the U.S. and Europe, released its most recent report, “Buy Now, Pay Later: What’s Old is New Again in Payment Choices.” “While the BNPL models are still being shaped, consumers have demonstrated a......
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