Search Results for: Wealth management

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers
Blockchain Fintech Investment Services News

WILLPORTtrust Simplifies Wealth Transfer Using Blockchain Vouchers

Fintech News Desk
by Fintech News Desk0
Investment vouchers help wealth advisors reach the next generation of investors WILLPORTtrust is rolling out a line of blockchain vouchers to provide wealth advisors a new way of reaching upcoming generations of their clients by providing investment assistance to their beneficiaries. Read More: Westpac Group sells Strategic Alliances (“Vendor Finance”) business......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
by Fintech News Desk0
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
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Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
Broadridge Names Edmund Reese Chief Financial Officer
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Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Financial advisors across the United States and Canada report fundamental changes to client relationships and business activity as they grapple with the lasting effects of the Covid-19 pandemic, according to a new survey from Broadridge Financial Solutions, Inc., a global Fintech leader. Seventy-seven percent of financial advisors say they have lost business as a result......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
Business News

VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
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Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Fintech News Desk
by Fintech News Desk0
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. Cresset Asset Management  announced today that Randall “Randy” Conte has been named Chief Operating Officer (COO). In his role, Conte oversees all client......
Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
Addepar Raises $117M in Series E Funding
Fintech News

Addepar Named the Leading Multi-Segment Provider in Portfolio Management and Reporting by Aite Group

Fintech News Desk
by Fintech News Desk0
The Addepar platform is recognized for its unique ability to serve a full range of client firms and its continuous investment in innovation Addepar, a technology platform for wealth management, announced it was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems. The report......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
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Niyo Acquires Wealthtech Start-Up Goalwise; Aims To Target Millennials

Fintech News Desk
by Fintech News Desk0
In a bid to expand its product offering to the millennials, Niyo, India-based digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform. The Covid-19 pandemic has significantly increased the demand for digital banking and related services. Niyo is well-placed to use this opportunity to rapidly expand its user......
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