Search Results for: asset and wealth management

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
Stash Unveils first Annual State of Money in America Findings, Looks at how Americans Understand and Approach Money
Banking News

Stash Unveils first Annual State of Money in America Findings, Looks at how Americans Understand and Approach Money

Fintech News Desk
by Fintech News Desk0
Stash survey finds the majority of Americans want to build long-term wealth, while nearly half say they don’t know where to start Despite market volatility and sky-high inflation, majority of Americans are hopeful that next year will be better Stash, the investing and banking app with more than 2M customers and nearly $3B in assets......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
Metallicus Forms Advisory Board of Banking Regulatory and Compliance Experts
Banking News

Metallicus Forms Advisory Board of Banking Regulatory and Compliance Experts

Fintech News Desk
by Fintech News Desk0
Metallicus, a leader in digital assets technologies, announced the formation of its Advisory Board comprised of former senior officials from the U.S. Federal Reserve, the Office of the Comptroller of the Currency, and executives with experience in regulatory compliance and internal audit at major financial institutions. Latest Fintech News: Torches Launches......
Alera Group Wealth Services Acquires Johnson Brunetti
InsurTech News

Alera Group Wealth Services Acquires Johnson Brunetti

Fintech News Desk
by Fintech News Desk0
Acquisition adds $1.5 billion to RIA assets under management, offices in Northeast and Georgia Alera Group Wealth Services, a division of Alera Group, a top independent, national insurance and wealth services firm, today announced the acquisition of Johnson Brunetti, a retirement and investment specialist based in Connecticut with eight offices in......
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......
LevelField Financial Selects AlgoTrader's pOEMS for Digital Asset Trading and Orchestration
Digital Asset Management News

LevelField Financial Selects AlgoTrader’s pOEMS for Digital Asset Trading and Orchestration

Fintech News Desk
by Fintech News Desk0
AlgoTrader Enables LevelField Financial To Expand Its Digital Asset Trading Services and Scale Its Digital Asset Business Across All Customer Segments LevelField Financial (LevelField), the U.S. financial services firm focused on uniting digital assets and traditional banking services in one trusted platform, announced today that it has selected AlgoTrader, the......
Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
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......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
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