Search Results for: Wealth Advisory

Business Fintech News

DMALINK® Appoints Michael Idzkowski as Sales Director EMEA

Fintech News Desk
by Fintech News Desk0
The Board of Directors of DMALINK, today announced the appointment of Michael Idzkowski as Sales Director (EMEA), effective immediately.  Michael Idzkowski rose through the ranks at ADSS London and joins DMALINK as part of the global expansion strategy. Read More: ACI Worldwide and GOLDPoint Systems Partner to Deliver Integrated Bill Payments for Consumer Lending Organizations......
Katapult Removes Late Fees as Part of a Consumer-Centric Focus
Fintech Funding Fintech Startups News

Germany-based QUIN Launches An Investment Advisor And Raises €1M

Fintech News Desk
by Fintech News Desk0
QUIN, an investment advisory service, raised €1M in seed funding to provide a non-custodian platform empowering people to invest safely and rationally. The round is led by sino AG, other investors include Runa Capital, APX and a number of angel investors. QUIN provides people willing to invest in the long-term......
UBS Hires Three Financial Advisors in Los Angeles and Orange County
Banking Business Fintech Investment Services News

UBS and Banco do Brasil Launch UBS BB Investment Bank and Unveil the Firm’s Leadership Team

Fintech News Desk
by Fintech News Desk0
UBS and Banco do Brasil announced the name of their strategic partnership in South America, UBS BB Investment Bank (“UBS BB”), as well as its executive leadership team and brand identity. Positioned to become the leading investment bank in the region, UBS BB will provide clients with access to M&A and advisory......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
SS&C Announces SS&C Advent Insurance Marketplace
Fintech InsurTech News

SS&C Announces SS&C Advent Insurance Marketplace

Fintech News Desk
by Fintech News Desk0
Powered by DPL Financial Partners, the SS&C Advent Insurance Marketplace gives advisors direct integrated access to insurance products and full reporting for the first time SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the creation of the SS&C Advent Insurance Marketplace, an innovative new way for advisors to access a wide......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
GreenHill Announces Acquisition by Leaders in the Investment Management Industry
Fintech Investment Services News

GreenHill Announces Acquisition by Leaders in the Investment Management Industry

Fintech News Desk
by Fintech News Desk0
GreenHill, a leading investment reporting provider in wealth management, has announced new leadership as the organization looks to expand its strategic solutions across wealth management clients. The new leadership team is composed of Bill McFadden, Jack Curran and Harry Cubit, who have all worked in the trust and investment management arena for over two......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
Phillip Heasley named to the Jopari Board of Directors
Fintech News

Phillip Heasley named to the Jopari Board of Directors

Fintech News Desk
by Fintech News Desk0
After 15 years at the helm of ACI Worldwide, Phillip Heasley announced his retirement as of December 31st, 2019  and as of today, Mr. Heasley has joined the Board of Directors of Jopari Solutions, bringing a wealth of experience and expertise from the financial industry. Read More: tZERO Appoints Former Nasdaq EVP John......
More Regulations on the Horizon for Banks as Pandemic Exposes Security and Identity Verification Deficiencies
Banking Fintech News

OneSpan Announces Retirement of Board Member and Founder Ken Hunt

Fintech News Desk
by Fintech News Desk0
OneSpan™ (NASDAQ: OSPN), the global leader in securing remote banking transactions, today announced that T. Kendall “Ken” Hunt, has retired from the board of directors effective September 12, 2020. Ken founded OneSpan (formerly known as VASCO) and had served as a director on OneSpan’s board since 1997. Ken also had previously......
1