Search Results for: relationship management

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool
Artificial Intelligence News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool

Business Wire
by Business Wire0
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey. The results reveal insights into how investors view Artificial Intelligence (AI) and possible investing use cases: “Our......
Forester Capital Enters Strategic Relationship with Sahul Sharma of Triveni Capital
Investment Services News

Forester Capital Enters Strategic Relationship with Sahul Sharma of Triveni Capital

Business Wire
by Business Wire0
Forester Capital, an alternative investment platform, will make a strategic investment into the flagship fund of Triveni Investments L.P., a long/short equity manager that seeks to identify mispriced investments in the financial sector and adjacent sectors. The fund is managed by Sahul Sharma, who was most recently a portfolio manager......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Fusion Risk Management Announces Strategic Growth Investment from Great Hill Partners
News Risk Management

Fusion Risk Management Announces Strategic Growth Investment from Great Hill Partners

Business Wire
by Business Wire0
Fusion Risk Management, Inc., a leading provider of cloud-based operational resilience, business continuity, and risk management software and services, announced a strategic growth investment from Great Hill Partners, a leading growth-oriented private equity firm. The majority investment will allow Fusion to enhance its go-to-market and product innovation capabilities, while continuing......
MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Colonnade BridgePort Brings on Andrew Blair to Lead Private Equity Investment and Fund Management
Investment Services News

Colonnade BridgePort Brings on Andrew Blair to Lead Private Equity Investment and Fund Management

Fintech News Desk
by Fintech News Desk0
Colonnade BridgePort, a leading full-service real estate investment and management company, is pleased to announce the appointment of Andrew Blair as the Managing Partner of Colonnade BridgePort’s investment and fund management business. The hiring of Blair — a senior executive with extensive experience in real estate investment, development and operations — reflects......
GROW Believes Simple is Better for Crypto Finance Management
Cryptocurrency News

GROW Believes Simple is Better for Crypto Finance Management

PR Newswire
by PR Newswire0
“Decentralization is the essence of crypto and is the fundamental basis of how it solves many tradfi [traditional finance] issues. However, the inevitable trade-off is that it leads to a burdensome user experience, which only increases as you further diversify your crypto holdings, such as using more platforms, exchanges, or......
Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships
Fintech News

Q2 Announces Premium Treasury Pricing Solution to Help Financial Institutions Grow Deposits, Increase Fee Income and Expand Client Relationships

Business Wire
by Business Wire0
The unified treasury pricing and relationship profitability solution designed for treasury officers delivers a seamless experience across business units Q2 Holdings,, a leading provider of digital transformation solutions for banking and lending, announced Q2 Premium Treasury Pricing, a unified relationship pricing and profitability module of Q2 PrecisionLender to help financial......
Financial Plus Credit Union Expands Relationship with IMM, Adds IMM eReceiptsPlus
Finance News

Financial Plus Credit Union Expands Relationship with IMM, Adds IMM eReceiptsPlus

Business Wire
by Business Wire0
Long-time client advances digital-first strategy by moving to the Cloud IMM, the only eSignature provider specializing in eSignature and digital transaction solutions exclusively for financial institutions, announced that its long-time client, Financial Plus Credit Union, successfully upgraded to IMM’s newest digital solution called eReceiptsPlus, advancing the credit union’s digital-first strategy......
Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management
Banking News

Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management

PR Newswire
by PR Newswire0
Touchstone Bankshares, and its wholly-owned subsidiary Touchstone Bank, announced it has partnered with Appomattox Wealth Management (“Appomattox“)* to provide access to brokerage business including financial advisory services for its existing clients. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac......
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