Search Results for: investment planning

Janney Taps SS&C for Investment Performance Measurement and Reporting
Investments News

Janney Taps SS&C for Investment Performance Measurement and Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. announced Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, chose SS&C to service its investment performance and reporting. Janney will leverage SS&C’s performance measurement and client reporting technology and outsourced operational services for its wealth management business. “SS&C offers a strong......
Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools
Fintech News Risk Management

Moneytree Software Integrates Riskalyze into its Suite of Financial Planning Tools

Fintech News Desk
by Fintech News Desk0
Two leading financial technology firms partner to offer more advisory firms access to risk analytics Riskalyze, the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors, announced Moneytree Software, a pioneer in the development of financial planning technology which simplifies complexities for advisors, has selected the firm’s......
HJ Sims Expands Investment Banking and Education Finance Team with Introduction of New Members
Banking Investments News

HJ Sims Expands Investment Banking and Education Finance Team with Introduction of New Members

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of four investment bankers, expanding its education finance team, which provides comprehensive capital planning, structure and execution for charter schools, public and private education systems and institutions. Latest Fintech News: C2FO......
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......
NSAV Retains Leading Investment Banking Firm, MD Global Partners
Banking News

NSAV Retains Leading Investment Banking Firm, MD Global Partners

Fintech News Desk
by Fintech News Desk0
Net Savings Link, Inc. a cryptocurrency, blockchain and digital asset technology company, today announced that the Company has engaged leading Manhattan-based investment banking firm, MD Global Partners (MD Global), to act as its exclusive general financial advisor for strategic corporate planning and investment banking services. Since inception, MD Global has......
Battery Ventures Announces Significant Reinvestment in European, ERP-Software Leader Forterro
Investment Services News Uncategorized

Battery Ventures Announces Significant Reinvestment in European, ERP-Software Leader Forterro

Fintech News Desk
by Fintech News Desk0
Investment Gives Battery New Minority Stake Following the Firm’s Sale of Forterro to Partners Group for €1 Billion Battery Ventures, a global, technology-focused investment firm, announced its reinvestment in Forterro, a European provider of enterprise-resource planning (ERP) software for the industrial midmarket. With the investment, Battery now holds a significant minority......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
Needham Bank Commits $2 Million CRA Equity Investment to Reinventure Capital Fund I, LP
Banking News

Needham Bank Commits $2 Million CRA Equity Investment to Reinventure Capital Fund I, LP

Fintech News Desk
by Fintech News Desk0
Needham Bank is pleased to announce it has committed to invest $2 million in a venture capital fund overseen by the Massachusetts-based firm Reinventure Capital (Reinventure). Latest Fintech News: Paytm Broadens Offline Payments Distribution, Partners with Samsung Stores to Deploy Smart PoS Devices and Offers Paytm Postpaid Led by pioneer impact investor Edward Dugger III, the......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
Defined Financial Planning Acquires Annadel Capital
Finance News

Defined Financial Planning Acquires Annadel Capital

Fintech News Desk
by Fintech News Desk0
Defined Financial Planning of Alameda, CA acquires Annadel Capital of San Rafael. Clients of both financial advisory firms will benefit from the two independent firms joining their knowledge and expertise. Defined Financial Planning’s clients will have access to CPA services, while Annadel Capital clients will be able to integrate Defined......
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