Search Results for: asset and wealth management

U.S. Bank Adds New Division to Serve Private Capital Asset Managers
Banking Fintech News

U.S. Bank Adds New Division to Serve Private Capital Asset Managers

Business Wire
by Business Wire0
Stephen Jeselson to lead new team, which will serve more than 200 existing private capital clients U.S. Bank announced it has launched a new division dedicated to serving private capital firms and global asset managers. The Private Capital and Global Asset Management division brings together all parts of the bank......
New A.I. Visual Branding Solution Announced For Financial Marketers
Fintech News

New A.I. Visual Branding Solution Announced For Financial Marketers

PR Newswire
by PR Newswire0
A.I-powered image service Images of Substance empowers marketers to take control of their visual branding while minimizing reliance on costly stock imagery Substance Strategy & Creative, a leading provider of marketing solutions for financial institutions, announced the launch of a groundbreaking new offering, Images of Substance. Powered by artificial intelligence......
Financial Advisors Will Switch Firms Over Subpar Technology Advisor360° Survey
Finance Fintech News

Advisor360° Releases “2024 Connected Wealth Report”

Fintech News Desk
by Fintech News Desk0
As part of its Connected Wealth Report research series, Advisor360° surveyed 300 financial advisors and executives at large broker-dealers, registered investment advisors and bank trust companies across the U.S. for their perspectives on the impact of technology on their business and the industry. The latest research from Advisor360°, a provider......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery
Artificial Intelligence Fintech News

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery

Fintech News Desk
by Fintech News Desk0
Asset Link is connecting asset managers, advisors, and accredited investors to revolutionise capital introductions AssetLink, an AI-powered, bidirectional platform for asset managers and financial advisors, officially launches today. Led by Devon Drew, founder & CEO, the platform connects buyers and sellers, bringing efficiency and to investment discovery. “The future of......
CI Financial Reports Total Assets of $438.0 Billion for November 2023
Finance Fintech News

CI Financial Reports Total Assets of $438.0 Billion for November 2023

Business Wire
by Business Wire0
All financial amounts in Canadian dollars unless stated otherwise. CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $438.0 billion as at November 30, 2023, consisting of asset management assets of $122.8 billion, Canadian wealth management assets of $86.1 billion, Canadian custody assets of $24.8 billion, and......
Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools
Finance Fintech News

Empower Personal Wealth Driving 30% Growth Through a Focus on Advice, Digital Tools

Business Wire
by Business Wire0
In first year, new unit expands as investors cope with 2023’s market volatility, inflation As markets in 2023 are showing signs of recovery and consumers continue to cope with the residual impact of higher inflation, Empower’s new personal wealth unit has seen steady gains all year through a proven strategy:......
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Digital Asset Management News

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

PR Newswire
by PR Newswire0
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of......
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