Search Results for: asset and wealth management

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
by Business Wire0
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Artificial Intelligence Fintech News

Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Business Wire
by Business Wire0
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
U.S. Bank and Elavon Launch Next Gen talech Terminal for Small Businesses
Banking Investment Services News

U.S. Bank and Elavon Launch Next Gen talech Terminal for Small Businesses

Business Wire
by Business Wire0
Businesses who need a mobile-capable payment device will benefit from the Android-based point-of-sale system available anytime, anywhere Elavon, a wholly owned subsidiary of U.S. Bank, is launching the next generation of talech software to help small business owners more efficiently run their businesses without the large upfront investment often needed......
B2B Fintech Markets News

Morgan Stanley And $1 Trillion ESG Story

Fintech Staff Writer
by Fintech Staff Writer0
Morgan Stanley is a top provider of financial services With more than 82,000 employees in 41 nations, Morgan Stanley is a top provider of financial services globally. The Task Force on Climate-Related Financial Disclosures (TCFD) recommendations and the Sustainability Accounting guidelines Board’s (SASB) guidelines for Investment Banking, Asset Management, and......
Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million
Investment Services News

Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million

Business Wire
by Business Wire0
Tri Ri Asset Management (“TRAM”), a New York based Asset Manager, has announced the final close of its flagship $142m TRAM Venture Fund (“TRAM VF” or “the fund”), which closed at its ‘hard cap’. The successful fundraising is a testament to Tri Ri’s strategy, past performance in alternative assets and strong......
GlobiancePay - Pioneering the Future of Global Crypto Banking and Financial Asset Exchange
Banking News

GlobiancePay – Pioneering the Future of Global Crypto Banking and Financial Asset Exchange

GlobeNewswire
by GlobeNewswire0
In the ever-evolving sphere of global finance, traditional banking institutions often act as gatekeepers, placing formidable barriers in the path of many aspiring to harness vital wealth-building opportunities. Due to entangled bureaucracies, exorbitant fees, and selective access – many regions of the world remain underserviced and unaware of their financial......
Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership
Cryptocurrency News Trading

Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership

Business Wire
by Business Wire0
Bitget, top crypto derivatives and copy trading platform, unveils its latest alliance with CoinStats, a renowned crypto portfolio tracker, to reshape the way investors manage their burgeoning digital assets. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance In an era where cryptocurrencies are solidifying their position in......
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