Search Results for: asset and wealth management

Regional Banking in 2022
Banking Guest Posts

The Industry Consolidation Trend and What This Means for Regional Banking in 2022

Shawn Conahan
by Shawn Conahan0
The banking industry is experiencing an unprecedented transformation. With 3,000 new fintechs and neobanks shaking up the traditional banking system, what does this mean for consumers and the financial services industry? These new banks may not be stealing large swaths of customer share from the Citibanks and Chases of the......
Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
by Fintech News Desk0
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Finance News

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

Fintech News Desk
by Fintech News Desk0
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......
VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital
Finance News

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital

Fintech News Desk
by Fintech News Desk0
Investment follows immediate revenue growth post launch as wealth managers embrace solution to accelerate the Client Acquisition, Proposal Management, and Retention process (“CAPM & R”) VRGL, Inc (“VRGL”), a provider of institutional-grade analytics and automated data extraction to the wealth management industry, today announced it has raised $15 million in a......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance News

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

Fintech News Desk
by Fintech News Desk0
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......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
by Fintech News Desk0
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance
Finance News

Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance

Fintech News Desk
by Fintech News Desk0
Yieldstreet, a leading digital alternative investment platform, today announced its partnership with Collaborative WIM, a global alliance of CFA Societies, FPA Chapters, and industry groups created to further diversity, inclusion, and the advancement of female leaders of all backgrounds. This partnership furthers both Collaborative WIM’s and Yieldstreet’s shared goals of providing......
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