Search Results for: manage clients

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
Global Survey Shows Wealth Management Ecosystem at Inflection Point
Investment Services News

Global Survey Shows Wealth Management Ecosystem at Inflection Point

Business Wire
by Business Wire0
Uncertainties about the outlook for global growth driving change Client experience and Digital delivery remains top priority Regulatory environment remains top challenge for industry Preference for outsourcing technology development New research from Citi Business Advisory Services, in partnership with Citi Securities Services, released highlights the need to transform business and......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Fintech Investment Services News

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager

Business Wire
by Business Wire0
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced that Gregory Pool has joined its growing Miami office. Latest Fintech Interview: Global Fintech Interview with Paul......
Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America
Investment Services News

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America

Business Wire
by Business Wire0
Marstone’s Digital Advice offering continues rapid expansion with latest partnership that provides digital wealth to international clients using BlackRock UCITS funds Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Grupo Bancolombia (CIB), the largest bank in Colombia by total assets, and the first Colombian financial......
Oakbridge Insurance Expands Presence in North Carolina Through Partnership with JHA Risk Management
InsurTech News

Oakbridge Insurance Expands Presence in North Carolina Through Partnership with JHA Risk Management

PR Newswire
by PR Newswire0
Oakbridge Insurance Agency LLC (Oakbridge), one of the largest independent insurance and risk management agencies in the United States, announced a new partnership with JHA Risk Management (JHARM), a personal and commercial property and casualty insurance agency in Rocky Mount, North Carolina. Specializing in risk management solutions, surety bonds, employee benefits and construction......
Privat 3 Money Introduces Compelling New Features to its Investment App, Empowering Clients
Investment Services News

Privat 3 Money Introduces Compelling New Features to its Investment App, Empowering Clients

PR Newswire
by PR Newswire0
Privat 3 Money (P3), the UK’s premier WealthTech institution, has announced optimisations to its cutting-edge mobile Investment platform. Following the platforms successful recent launch, P3 has been working tirelessly to enhance the user experience and provide clients with more lucrative financial opportunities. Building upon its commitment to innovation, P3 has......
Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience
Digital Payments News

Trovata and PNC Treasury Management Provide Integrated Payment Processing Experience

PR Newswire
by PR Newswire0
Trovata and PNC leverage APIs to automate client financial operations Trovata, the global leader in bank APIs and cash management, announced an expanded working relationship with PNC Treasury Management to provide joint customers with integrated payment processing capabilities. The newly enhanced relationship enables PNC’s and Trovata’s business clients to make......
Unit21, the Risk and Compliance Infrastructure Company Helping Clients Prevent Financial Crime
Fintech News

Unit21, the Risk and Compliance Infrastructure Company Helping Clients Prevent Financial Crime

Business Wire
by Business Wire0
Financing, led by Tiger Global with participation from South Park Commons, has helped foster the growth of a collaborative community of professionals working to stop financial fraud Reports surging participation in fraud data consortium Fintech Fraud DAO, which launched last fall and covers more than 10% of adult consumer transactions......
Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry
Investment Services News

Confluence Unveils AI Strategy to Deliver Real Impact for the Investment Management Industry

Business Wire
by Business Wire0
Confluence Technologies, a global technology solutions provider to the investment management industry, announced the first development out of its innovation lab that leverages AI technology to solve complex industry problems. Latest Fintech Interview: Global Fintech Interview with Anndy Lian, Intergovernmental Blockchain Expert, Partner at Blockchain Technology As the first application,......
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