Search Results for: Wealth management

Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
by PR Newswire0
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families
Fintech News

Keebeck Wealth Management Partners with iCapital to Expand Investment Opportunities for Entrepreneurs and Families

PR Newswire
by PR Newswire0
Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities. Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced its partnership with iCapital1, the global fintech platform driving the world’s alternative......
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights
Fintech News

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights

PR Newswire
by PR Newswire0
Altoo AG, a Swiss-based fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth through the cutting-edge Altoo Wealth Platform, announces the introduction of Altoo Insights. The news and features channel on the company’s website aims to bring clients and the broader public closer......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
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