Search Results for: asset and wealth management

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......
Bump Teams Up with Mastercard and Highnote to Launch the ‘Bump Creator Card,’ Helping Creators Grow Their Businesses
Fintech News

Bump Teams Up with Mastercard and Highnote to Launch the ‘Bump Creator Card,’ Helping Creators Grow Their Businesses

Fintech News Desk
by Fintech News Desk0
The Bump Creator Card is a new fintech innovation enabling the fast-growing creator community to take charge of their business success Bump, an all-in-one financial services platform with tools that help creators better track and manage their money, announced it is working with Highnote, a fully cloud-native modern card issuance......
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......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
Finance News

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Fintech News Desk
by Fintech News Desk0
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity SEI announced enhanced unified managed household (UMH) capabilities within the SEI Wealth Platform (SWP) through a strategic partnership with LifeYield, a leading API-based Software-as-a-Service provider. The new service provides wealth managers in the U.K. and private banks and trust companies in......
Atalaya Expands Senior Investment Team Within Specialty Finance
Finance Investment Services News

Atalaya Expands Senior Investment Team Within Specialty Finance

Fintech News Desk
by Fintech News Desk0
Industry Veteran Bharath Subramanian Joins to Expand Capital Solutions Capabilities Atalaya Capital Management, an alternative asset manager focused on private credit and special opportunities investing, announced the addition of Bharath Subramanian as a Managing Director in the firm’s specialty finance practice, which is focused on providing capital to consumer finance,......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners
Finance Investment Services News

Bluespring Wealth Partners Expands Southeast Footprint With $500 Million WealthPartners

Fintech News Desk
by Fintech News Desk0
Firm sought partner to invest in and amplify growth trajectory Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced the acquisition of WealthPartners located in Ridgeland, Mississippi. “Our firm has reached an inflection point in growth, and a relationship with Bluespring Wealth Partners was the......
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