Search Results for: Wealth management

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors
Finance Fintech News

AppCrown and Future Advice Unveil the Future of Wealth & Asset Management with Zero Touch CRM Update Technology, a Digital Advisor Messaging Service that Automatically Connects Wealth & Asset Management with Relationships & Investment Advisors

Business Wire
by Business Wire0
Wealth & Asset Management Firms Can Go Beyond the Website and Reach More Relationships AppCrown, a privately held technology company based in New York, is pleased to announce the leading Digital Advisor Messaging Service for asset management firms, solving the critical hurdle of reaching more relationships and investment advisors through......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Fintech Investment Services News

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager

Business Wire
by Business Wire0
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced that Gregory Pool has joined its growing Miami office. Latest Fintech Interview: Global Fintech Interview with Paul......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Western Wealth Communities' Partnership with Pay Ready has Streamlined their Property Management Operations
Digital Payments News

Western Wealth Communities’ Partnership with Pay Ready has Streamlined their Property Management Operations

PR Newswire
by PR Newswire0
Pay Ready, multifamily’s leading post-resident payment technology, announces their software has streamlined property management operations and enhanced resident experiences for Western Wealth Communities, Phoenix, Arizona. Western Wealth Communities (WWC) has always focused on excellence in every aspect of its operations, and with the addition of Pay Ready’s predictive analytics and automated......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
by Fintech News Desk0
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
84% Millennials Have Stepped up Their Wealth-Management Strategy to Prepare for Future
Finance News

84% Millennials Have Stepped up Their Wealth-Management Strategy to Prepare for Future

Fintech News Desk
by Fintech News Desk0
CASHe releases ‘Millennial Mood Index (MMI) 2021’ CASHe, India’s preferred AI-driven financial wellness platform with a mission to make financial inclusion possible to all released the ‘Millennial Mood Index 2021’. According to the survey, more than 84% millennials across the country stated that they have stepped up their wealth-management strategy......
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