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UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
Morgan Stanley to Launch Wealth Management in Canada as Part of Its Leading Workplace Offering
Morgan Stanley announced its plan to launch Morgan Stanley Wealth Management Canada, a full-service wealth management offering to complement the existing Shareworks by Morgan Stanley stock plan administrative services it provides to executives and employees who reside in Canada (subject to regulatory approval). Morgan Stanley has selected Canaccord Genuity as......
Fiserv Named Best Digital Mortgage Company in 2020 FinTech Breakthrough Awards
Prestigious award program recognizes Fiserv for second consecutive year Fiserv, a leading global provider of payments and financial services technology solutions, has been named the Best Digital Mortgage Company in the fourth annual FinTech Breakthrough Awards. FinTech Breakthrough, an independent market intelligence organization, recognizes the top companies, technologies and products......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Suralink and PKF Littlejohn announced a partnership that will expand Suralink’s footprint into the EMEA market while providing PKF Littlejohn partners, clients, and staff with leading request list management solutions. Read More: How Coronavirus is Impacting Multifamily Investments and the Transaction Process Suralink improves efficiency and provides a streamlined client experience through a......
Genesis Acquires Institutional Custodian Vo1t
Acquisition will enable Genesis to launch digital asset prime brokerage Genesis, an industry pioneer and leader in digital currency trading and lending, announced its acquisition of Vo1t, a market-leading insured digital custody service. The new addition will supplement Genesis’s existing services, which include global over-the-counter trading and institutional lending, and......
BitOoda Announces First Bitcoin Transaction Fee Swap
Growing Suite of Next-Generation Structured Products for Digital Assets BitOoda Holdings LLC and its subsidiary Ooda Commodities LLC (“BitOoda”) announced the successful execution of the industry’s first Bitcoin Transaction Fee Swap in partnership with Griid Infrastructure LLC and an undisclosed family office. Read More: GlobalFintechSeries Interview with Ashish Singhal, CEO......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......