Search Results for: wealth management firms

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Digital Payments News Trading

UK’s Most Exclusive Wealth Tech, Privat 3 Money, Launches Bespoke Mobile Trading Platform To Hnw Clients

Fintech News Desk
by Fintech News Desk0
The UK’s newest and most exclusive wealth tech, Privat 3 Money, has launched a bespoke mobile trading platform, becoming only the second digital financial institution in the UK, after Revolut, to offer this facility to eligible clients. Launching this month, the platform gives P3 eligible clients the opportunity not only to......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
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......
TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors
Fintech News

TIFIN Wealth Announces Strategic Partnership with Chalice Network and Their Community of 60,000+ Advisors

Fintech News Desk
by Fintech News Desk0
TIFIN Wealth’s solutions to be promoted in Chalice’s marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announces a new strategic partnership with......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
Finance Investment Services News

FIS Expands Wealth Offerings in the United Kingdom with New Pension Services

Fintech News Desk
by Fintech News Desk0
FIS has enhanced its wealth management solutions to include self-invested personal pension (SIPP) servicing in the U.K. with Quai Digital Enhancing its current infrastructure and services, Quai will utilize wealth management and service solutions from FIS to operate its savings and investment business. Financial technology leader FIS has announced it has enhanced......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Digital Payments Finance News

Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform

Fintech News Desk
by Fintech News Desk0
Redi2’s Technology Platform Will Further Modernize Billing, Accounting, and Back Office Capabilities within the Envestnet Ecosystem—Driving Greater Client Engagement and Enhanced Revenue by Leveraging the Envestnet Client Base Envestnet announced that it has acquired Redi2 Technologies, Inc. (Redi2), a leading provider of revenue management and hosted fee-billing solutions in the......
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