Search Results for: asset and wealth management

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences
Investment Services News

BridgeFT and Yayati Collaborate to Deliver WealthTech Infrastructure and Personalized Investment Experiences

PR Newswire
by PR Newswire0
The partnership is the first as BridgeFT rolls out its WealthTech API Marketplace, including partners from across the WealthTech value chain BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors (RIAs) to deliver better, data-driven outcomes for their clients, and Yayati,......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Anyone.com Revolutionizes Mortgage Model, Expanding Homeownership Opportunities
Mortgage News

Anyone.com Revolutionizes Mortgage Model, Expanding Homeownership Opportunities

PR Newswire
by PR Newswire0
In response to the global housing affordability crisis, Anyone.com unveiled a groundbreaking solution that aims to redefine the future of the housing market: The Anyone Mortgage. This novel model, designed to bridge the ever-widening gap between income stagnation and skyrocketing house prices, promises to make homeownership accessible again, especially for......
Capco Expands U.S. Community Banking Practice
Banking News

Capco Expands U.S. Community Banking Practice

Business Wire
by Business Wire0
Capco, the global technology and management consultancy, is expanding its community banking practice to enhance support for US community banks and credit unions. This expansion will assist institutions as they adapt to changing customer expectations and compete with the technology-driven innovations offered by larger banks. Latest Fintech Interview: Global Fintech Interview with......
Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
by PR Newswire0
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
by PR Newswire0
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
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