Search Results for: Wealth management

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems
Fintech News

Fidelity Makes It Even Easier for Wealth Management Firms to Manage Their Integrations and Technology Ecosystems

Fintech News Desk
by Fintech News Desk0
Fidelity Increased Real-Time Integrations by 200% Since 2018; New Integration Xchange Capabilities Streamline the Deployment and Management of 200+ Available Fintech Integrations AdvisorEngine, Advyzon, Agreement Express, Laser App, Orion and 55ip Among New and Enhanced Integrations Fidelity Institutional announced updates to Integration Xchange, its award-winningi, open architecture digital store that helps......
Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council
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Gil Baumgarten, President of Segment Wealth Management, Accepted into Forbes Finance Council

Fintech News Desk
by Fintech News Desk0
Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning,......
Prevision.io Launches Pay-As-You-Go AI Management Platform to Make AI Accessible to All Companies
Fintech News Risk Management

PINTEC to Acquire Jishengtai in Expanding Fully Digitized Securities Brokerage and Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Pintec Technology Holdings Limited , a leading independent technology platform enabling financial services in China, announced that it has entered into an agreement to acquire all of the equity interest in Shenzhen Jishengtai Technology Co. Ltd (“JST”), a securities technology firm based in Shenzhen, China.  JST internally designs and fully implements an......
CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
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CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Fintech News Desk
by Fintech News Desk0
CAPTRUST Financial Advisors (CAPTRUST) announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB). Read More:......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
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WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO

Fintech News Desk
by Fintech News Desk0
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
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FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs
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Pulse360 Launches Automatic Workflow Triggers In Partnership With Leading Wealth Management CRMs

Fintech News Desk
by Fintech News Desk0
Pulse360 today announced a new automatic workflow triggers feature that helps financial advisors avoid double work of communicating with their clients/prospects and manually triggering workflows in their CRMs. Starting February 24, Pulse360 will empower financial advisors in the Wealth Management industry to attach workflows to their advice that automatically get triggered in......
Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry
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Fintech Company Zoe Financial Celebrates 3 Years As A Leader In The Wealth Management Industry

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, today celebrates its three-year anniversary with heightened growth and national expansion in the midst of the pandemic. Zoe Financial today celebrates three years empowering consumers to find the best and most trustworthy financial advisors. Read More: GlobalFintechSeries Interview......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
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B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
SIX Adds Wealth Management APIs to the b.Link Open Banking Platform
Fintech News

SIX Adds Wealth Management APIs to the b.Link Open Banking Platform

Fintech News Desk
by Fintech News Desk0
As a member of the OpenWealth Association, SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. Read More: GlobalFintechSeries Interview with Vincent Bezemer, SVP Americas at Backbase The association created by industry representatives agreed the common API standards last December. The wealth management......
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