Search Results for: Wealth Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs
Capital Markets Fintech Fintech Funding News Risk Management

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

Fintech News Desk
SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from Innovator Capital Management (“Innovator”). Innovator’s Buffer ETFs are part of their Defined Outcome ETFs family and are the first ETFs......
KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond--A White Paper
Fintech News

KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond–A White Paper

Fintech News Desk
KnowLedger, a fast-growing accounting technology company, has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today’s volatile economy. This special, 20-page report examines how recent events and market trends—as well as demographic, social, and technology shifts—are creating new......
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
B2C Fintech News

Objectway Wealthtech Suite Crowned “Best Wealth Management System” for the Second Consecutive Year

Fintech News Desk
The firm wins its seventh in a row Goodacre Systems in the City Financial Technology Award Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre, the UK leading specialist consultancy for the securities industry. Read More: Digital Lending Capital......
XP Inc. Announces Wealth Management Partnership
Banking Business Fintech News

XP Inc. Announces Wealth Management Partnership

Fintech News Desk
XP inc , a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced that the company has formed a partnership in the Wealth Management segment with a group of experienced private bankers that are former executives of Credit Suisse Hedging-Griffo. XP......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

SmartAsset’s Live Connections Recognized Among ‘Best Wealth Management Solution’

Fintech News Desk
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced that its Live Connections program has been recognized as a ‘Best Wealth Management Solution’ finalist at the 2020 Finovate Awards. The Finovate Awards recognize the best and brightest in the fintech......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
Fintech News

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

Fintech News Desk
 BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will drive deposit growth and support the enhancement of deposit products. Lynne will report to Rick Calero, Head of Banking and Lending for Wealth Management. Read More: Four Benefits of Buy Now......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Capital Markets Fintech News

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

Fintech News Desk
UBS Private Wealth Management (PWM) announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium “We believe we have the strongest platform for......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Banking News

Wealth Management Team Led by Phil Scott Joins First Republic

Fintech News Desk
First Republic Bank , a leading private bank and wealth management company, today announced that a wealth management team lead by Phil Scott has joined First Republic Investment Management. Scott, who was named Managing Director and Wealth Manager, is joined by 11 team members. Scott and the team will provide......
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