Search Results for: Wealth Management

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region
Capital Markets Fintech News

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region

Fintech News Desk
by Fintech News Desk0
Wilmington Trust announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.) McCrery IV, and Senior Fiduciary Advisor Claire Schissler. Latest Fintech Insights: Zaggle Appoints Sathish N As Chief Product Officer These hires are two of many that Wilmington Trust recently announced across......
Zoe Announces Its Partnership With Vincere Wealth Management
Finance News

Zoe Announces Its Partnership With Vincere Wealth Management

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory firms (RIA)......
Unifimoney Announces Integration with Q2's Digital Banking Platform
Finance News

Unifimoney Announces Integration with Q2’s Digital Banking Platform to Offer Digital Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions can now access Unifimoney’s digital wealth management services via Q2 Innovation Studio Unifimoney, a turnkey digital wealth management platform, announced its availability within the Q2 Innovation Studio, making its trading platform pre-enabled to 450+ financial institutions (FIs) on the Q2 digital banking platform. As banks and credit unions......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
Parthenon Capital To Acquire RSM’s Wealth Management Practice
Capital Markets Digital Payments News

Parthenon Capital To Acquire RSM’s Wealth Management Practice

Fintech News Desk
by Fintech News Desk0
Parthenon to prioritize investments in firm’s client service, people and growth RSM US LLP (“RSM”), the nation’s leading provider of audit, tax and consulting services focused on the middle market, and Parthenon Capital (“Parthenon”), a leading growth-oriented private equity firm, announced they have entered into an agreement for Parthenon to......
MAI Capital Management Acquires Monarch Business & Wealth Management
Investments News

MAI Capital Management Acquires Monarch Business & Wealth Management

Fintech News Desk
by Fintech News Desk0
The acquisition, which also includes strategic partner Regal Wealth Management, expands MAI’s nationwide presence while adding to its Sports + Entertainment Division MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired New York Based......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
by Fintech News Desk0
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
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