Search Results for: Wealth Advisory

SEBA Bank Secures Financial Services Permission from Abu Dhabi Global Market
Banking Digital Asset Management News

SEBA Bank Secures Financial Services Permission from Abu Dhabi Global Market

Fintech News Desk
by Fintech News Desk0
The Financial Services Permission (FSP) enables institutional clients to benefit from SEBA Bank’s digital asset banking services, including credit and custody solutions, investment advisory, and management SEBA Bank, a fully integrated, FINMA licensed digital assets banking platform, announced that it has secured a Financial Services Permission (FSP) from Abu Dhabi......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team
Banking News

Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated announced that Derric Hicks has been named the Group Manager for its new South Dallas Business Banking team. He will report to Dallas Market President Amanda Mahaney. Hicks, who has more than 20 years of experience in banking, will lead a team that will serve the southern sector of Dallas with a......
Paysafe Brings Further New Talent Into Its Digital Wallets Team
Digital Wallet News

Paysafe Brings Further New Talent Into Its Digital Wallets Team

Fintech News Desk
by Fintech News Desk0
Former Barclay’s and Amazon leaders bring additional bench strength to the team Leading specialised payments platform, Paysafe, has announced two leadership appointments to its Digital Wallets team as it continues to transform the business line under new Digital Wallets CEO, Chirag Patel. Rachel McShane is appointed as the division’s Chief......
Aquanow Significantly Expands Leadership Team With Seven Strategic New Hires
Cryptocurrency News

Aquanow Significantly Expands Leadership Team With Seven Strategic New Hires

Fintech News Desk
by Fintech News Desk0
Digital asset infrastructure provider taps seasoned fintech, capital markets and DeFi experts to head up key functional areas and drive global growth and innovation Aquanow, a leading crypto-native infrastructure and liquidity provider that enables institutional and enterprise use-cases for digital assets, announced the expansion of its leadership team with seven......
ISG to Publish Study on Digital Banking Platform Providers
Banking Digital Payments News

ISG to Publish Study on Digital Banking Platform Providers

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens™ report will examine how new digital technologies are helping banks transform themselves Information Services Group, a leading global technology research and advisory firm, has launched a research study examining providers of digital banking solutions at a time when traditional banks are under growing pressure to meet evolving......
HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California
InsurTech Investment Services News

HUB International Acquires the Assets of Kornerstone, INC. To Expand Retirement Capabilities in California

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of kornerstone, Inc. (Kornerstone). Terms of the transaction were not disclosed. Located in Chico, California, Kornerstone provides individuals and corporations with custom financial plans and investment advisory services to help them......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival
Finance News

Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival

Fintech News Desk
by Fintech News Desk0
Throughout Black History Month and Women’s History Month, Future Proof’s Changing Faces of Wealth initiative bridges the diversity and equity gap in financial services experienced by underrepresented groups . The Onyx Advisor Network (Onyx), a comprehensive entrepreneurial support platform for minority-led financial advisory firms, and Advisor Circle, a product and......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
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