Search Results for: Wealth Management

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
Banking Finance Fintech News

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

Fintech News Desk
by Fintech News Desk0
Huntington Bank announced that Michael Maeser has joined the company as the Minneapolis-St. Paul area executive for its wealth-management arm, the Huntington Private Bank. He previously served as the longtime leader of Wells Fargo’s wealth-management business in the Twin Cities. In his new role, Maeser will oversee all aspects of the Huntington Private Bank’s......
Douugh Launches Integrated Commission-free Wealth Management Service
Fintech News

Douugh Launches Integrated Commission-free Wealth Management Service

Fintech News Desk
by Fintech News Desk0
Diversified portfolios managed by experts for investing towards your long-term financial goals – helping you grow your money and improve your financial health. Douugh, the purpose-led fintech company on a mission to help Americans autonomously manage and grow their money to live financially healthier lives, announced the launch of Douugh......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus
Banking Digital Fintech News

Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus

Fintech News Desk
by Fintech News Desk0
Combined effort further supports financial institutions with best-in-breed digital banking products and services Marstone, Inc., a leading digital wealth technology firm, today announced it is partnering with banking technology solutions provider Nymbus. The collaboration brings together Marstone’s relentless focus of promoting financial health and literacy with Nymbus’ mission of accelerating growth......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
RBC Wealth Management-US Accelerates Digital Transformation with Selection of New Broadridge Platform
Fintech Investments News

RBC Wealth Management-U.S. Accelerates Digital Transformation with Selection of New Broadridge Platform

Fintech News Desk
by Fintech News Desk0
New, state-of-the-art digitized wealth management platform will streamline RBC Wealth Management processes and further position firm for growth RBC Wealth Management-U.S. and Broadridge Financial Solutions, Inc., a global Fintech leader, announced today that RBCWM will utilize the Broadridge Wealth Management Platform to power its growing U.S. business. Broadridge’s next-generation Wealth Management Platform is an......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Fifth Third Bank Selects FIS for Core Banking and Wealth Management Platforms
Banking Fintech Mobile Banking News

Fifth Third Bank Selects FIS for Core Banking and Wealth Management Platforms

Fintech News Desk
by Fintech News Desk0
Key facts Fifth Third Bank is expanding its relationship with FIS as part of its digital transformation to continue to meaningfully leverage technology. Agreement includes FIS Modern Banking Platform and FIS Unity Wealth Platform Cincinnati, Ohio-based Fifth Third Bank has selected financial technology leader FIS® to replace its legacy deposit and......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
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Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
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