Search Results for: Wealth management

Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
EP Wealth Advisors Acquires Warren Financial Services & Associates
Finance Investment Services News

EP Wealth Advisors Acquires Warren Financial Services & Associates

Fintech News Desk
by Fintech News Desk0
This is EP’s first acquisition in the Philadelphia area and second on the East Coast this year EP Wealth Advisors, LLC, a leading independent registered investment adviser on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
by Fintech News Desk0
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions
Investment Services News

Fortress Investment Group Announces Launch of Fortress Private Wealth Solutions

Fintech News Desk
by Fintech News Desk0
New Business to Manage Alternative Investment Products for Retail and High Net Worth Investors Fortress Investment Group LLC announced the formation of Fortress Private Wealth Solutions, a business that will bring over two decades of Fortress institutional-grade investment experience and expertise to a growing segment of individual investors seeking greater......
CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors
Fintech News

CapIntel Forges New Strategic Partnership with Aviso Wealth to Provide Credit Union Advisors

Fintech News Desk
by Fintech News Desk0
Aviso Wealth will introduce CapIntel’s proprietary technology to credit union advisors to enhance their processes and enrich member interactions CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial advisors, announced a new partnership with Aviso Wealth Inc, one of Canada’s largest independent wealth......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting
Finance Fintech News

UBS Partners With Addepar and Mirador to Deliver Comprehensive Wealth Analysis and Reporting

Fintech News Desk
by Fintech News Desk0
UBS launched a new offering, in collaboration with Addepar and Mirador, that will provide UBS’s ultra high net worth clients in the US with a consolidated, real-time view of their entire portfolio across assets and liabilities, including traditional, non-traditional and illiquid assets. UBS’s financial advisors will now have access to......
Truist Wealth Enhances Portfolio of Digital Investing Solutions With Truist Trade
Investment Services News

Truist Wealth Enhances Portfolio of Digital Investing Solutions With Truist Trade

Fintech News Desk
by Fintech News Desk0
Self-directed investing solution empowers clients with simple account opening, zero-commission trades Truist Wealth has enhanced its digital investing capabilities with Truist Trade, a new self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own. “Our digital investing solutions are designed to meet......
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