Search Results for: Wealth management

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech News

Tegra118 Releases New Enhancements to Fee Billing and Revenue Management Solution

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced it will release version 8.5 of its comprehensive, cloud-based billing and revenue management solution Advantage Fee™ that includes new enhancements to further simplify fee......
Accenture Collaborates with Oracle to Transform Nickel Bank’s Finance Functions
Business Fintech News

Despite External Industry Threats, Few Wealth Managers Plan to Change Their Business Models, Accenture-Orbium Report Finds

Fintech News Desk
by Fintech News Desk0
Despite growing external threats to wealth managers’ businesses, including losses from intergenerational wealth transfers, nearly four in five wealth managers (78%) in Europe and Asia don’t plan significant changes to their traditional business models, according to a new report from Accenture and Orbium, part of Accenture Wealth Management. Read More:......
Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19's Impact on Global Economy and Markets
Economy Fintech News

Buckingham Wealth Partners Launches AskBuckingham.com in Response to Heightening Financial Planning Inquiries Regarding COVID-19’s Impact on Global Economy and Markets

Fintech News Desk
by Fintech News Desk0
Releases a Question and Answer Website with Responsive Video Podcast Series Hosted by and Featuring Buckingham’s Prestigious Thought Leadership Team In response to heightening client questions regarding COVID-19’s impact on financial planning, Buckingham Wealth Partners (“Buckingham”) announced the launch of AskBuckingham.com, a question and answer website that houses a responsive......
The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders
Fintech Fintech Funding Investment Services Lifestyle News

Fund Management Companies Enjoy Significant Followings on Alipay Open Digital Lifestyle Platform

Fintech News Desk
by Fintech News Desk0
Alipay, the world’s leading open digital lifestyle platform, revealed that 82 fund management companies in China have collectively attracted over 120 million followers on their official corporate accounts on Alipay as of June 9, 2020. Further, 128 of 143 fund management companies in China are now offering products and services......
FundCount Wins Best Client Accounting System at the WealthBriefing Swiss Awards 2021
Fintech Fintech Funding Investment Services News

FundCount Named Best Client Accounting Solution at the WealthBriefingAsia 2020 Awards

Fintech News Desk
by Fintech News Desk0
FundCount, LLC, a worldwide provider of accounting and investment analysis software, announced that it was awarded the title of Best Client Accounting Solution at the 8th WealthBriefingAsia Awards. These annual awards recognize best of breed providers in the global private banking, wealth management and trusted advisor communities that have demonstrated innovation and......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
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UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market
Capital Markets Fintech Fintech Funding Investment Services News

Apex and BITE Announce Partnership to Deliver New Solutions to Asian Asset Management Market

Fintech News Desk
by Fintech News Desk0
Apex Group Ltd. (“Apex” or “the Group”), a global financial services provider and BITE Investments (“BITE”), a fintech company providing high net worth investors (“HNWIs”) access to alternative investments, announce the launch of a partnership to deliver enhanced solutions to the Asian asset management market. Read More: Bank of Montreal,......
Jack Henry Expands Relationship with Salesforce to Accelerate Connected Experiences for Financial Institutions
Banking Business Fintech News

Commonwealth Credit Union Expands Partnership with Jack Henry to Enhance Commercial Lending

Fintech News Desk
by Fintech News Desk0
$1.5 billion-asset credit union selects digital lending platform to improve efficiencies, support growth Jack Henry & Associates, is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Jack Henry Lending announced that Frankfort, Ky.-based Commonwealth Credit Union has selected the Commercial Lending Center Suite™ to......
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