Search Results for: Wealth Advisory

Foreside Acquires Cipperman Compliance Services
News Risk Management

Foreside Acquires Cipperman Compliance Services

Fintech News Desk
by Fintech News Desk0
Foreside continues to strengthen its outsourced CCO capabilities and complements its distribution solutions with latest acquisition Foreside Financial Group, LLC, a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset management industry, announced its acquisition of Cipperman Compliance Services (CCS), a......
GLP Financial Group Streamlines Operations with the Docupace Platform
Fintech News

GLP Financial Group Streamlines Operations with the Docupace Platform

Fintech News Desk
by Fintech News Desk0
Growing wealth manager to digitize new account opening and much more Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces that GLP Financial Group has selected the Docupace Platform to serve as the backbone of the company’s back office operations. The Farmington, Michigan-based wealth management provider......
Infinity Financial Joins Alternative Investment Exchange Platform
Investment Services News

Infinity Financial Joins Alternative Investment Exchange Platform

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, and intuitive. Gone are the days of completing paper documents by hand......
CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements
Compliance management News

FutureVault And PureFacts Build Integration To Securely Automate Delivery Of Financial Statements

Fintech News Desk
by Fintech News Desk0
The two Toronto-based innovative WealthTech solution providers partner to combine FutureVault’s secure document Vault with PureFacts’ financial data capabilities to improve compliance and streamline back-office administrative functions FutureVault Inc., an industry-leading provider of secure document exchange and Digital Vault solutions purposely built for the wealth management and financial services industry, and......
LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman
Investment Services Investments News

LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman

Fintech News Desk
by Fintech News Desk0
New non-executive chairman joins impact investing pioneer as industry sees influx of global talent and institutional capital Dominic will support further scale-up of LeapFrog following $500m commitment from Temasek in 2021, the largest ever commitment to a dedicated impact investor. LeapFrog plans to launch new funds and strengthen commitment to......
Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited
Banking News

Citi Announces Agreement to Sell Its Consumer Businesses in India to Axis Bank Limited

Fintech News Desk
by Fintech News Desk0
Transaction Marks Eighth Announced Sale by Citi in Asia Pacific Region Since Announcing Strategy Refresh Citi announced that it has reached an agreement with Axis Bank Limited (Axis) for the sale of Citi’s consumer businesses in India. Axis was selected by Citi following an extensive and competitive auction process. The......
DeFi ETH Announced That It Had Obtained A Strategic Investment In Greyscale Investment
DeFi News

DeFi ETH Announced That It Had Obtained A Strategic Investment In Greyscale Investment

Fintech News Desk
by Fintech News Desk0
Innovative financial trading platform DeFi ETH announced that it had obtained a strategic investment in Greyscale Investment Trust The innovative financial platform DeFi ETH announced that it had obtained strategic investment from Gray Investment Trust. The two sides plan to carry out in-depth cooperation in the business field to jointly......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
by Fintech News Desk0
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
Farmers National Banc Corp. and Emclaire Financial Corp. Announce Merger
Banking News

Farmers National Banc and Emclaire Financial Announce Merger

Fintech News Desk
by Fintech News Desk0
Farmers National Banc Corp., the holding company for The Farmers National Bank of Canfield, and Emclaire Financial Corp., the holding company for The Farmers National Bank of Emlenton (“Emlenton Bank”), jointly announced that they have entered into an agreement and plan of merger (the “Agreement”). Pursuant to the Agreement, each......
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