Search Results for: wealth management firms

Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
Business Finance News

Leading Australian Wealth Firm Selects Broadridge to Grow Securities Finance Business

Fintech News Desk
by Fintech News Desk0
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimising their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc., a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area......
Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion
Fintech News

Coldstream Wealth Management Opens Boise Office, Continues Ongoing Expansion

Fintech News Desk
by Fintech News Desk0
David McIntosh, with Over Ten Years of Financial Services Experience, to Head-Up Firm’s Presence in Idaho Capital Move is Consistent with Fast-Growing RIA’s Strategy of Becoming the Leading Wealth Manager Across the Broader Northwest Coldstream Wealth Management (“Coldstream”) announced it has opened an office in Boise. David McIntosh, an Idaho-native who previously......
The Equity Alliance Closes an Oversubscribed $28 Million Fund I to Invest in VC Firms
Fintech News

The Equity Alliance Closes an Oversubscribed $28 Million Fund I to Invest in VC Firms

Fintech News Desk
by Fintech News Desk0
Former Time Warner CEO, Dick Parsons, and a group of investors and entrepreneurs, lead effort to increase racial and gender diversity in venture capital The Equity Alliance, a New York City-based investment fund run by CEO Claude Grunitzky, announced the close of Fund I, an oversubscribed $28 million fund focused......
Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships
Digital Asset Management News

Easterly Asset Management Hires Mike Burke As VP Of Intermediary Relationships

Fintech News Desk
by Fintech News Desk0
Easterly Asset Management (“Easterly”), a multi-affiliate asset manager of high-performing boutique investment firms, announced the hiring of Michael Burke as Vice President of Intermediary Relationships. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer Brand And Grow Engineering Talent “He brings with him a wealth of relationships and experience......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
Kaleyra Provides Innovative Banking Video Communications For Banca Sella's New Wealth Management Platform
Banking News

Kaleyra Provides Innovative Banking Video Communications For Banca Sella’s New Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Kaleyra, Inc. (“Kaleyra” or the “Company”), a rapidly growing cloud communications software provider delivering a secure system of application programming interfaces (APIs) and connectivity solutions in the API/Communications Platform as a Service (CPaaS) market, has partnered with Banca Sella, a leading Italian bank, to provide an innovative video communication solution for the......
Digital Wealth News Surpases 100,000 Unique Visitors In January 2022
Fintech News

Digital Wealth News Surpases 100,000 Unique Visitors In January 2022

Fintech News Desk
by Fintech News Desk0
Innovative Fintech and Wealthtech Media Company Continues to Provide Platform for Reporting, Opinion and Education Around Cutting Edge Technology for the Wealth Management Industry Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focus on chronicling and supporting the ongoing......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
by Fintech News Desk0
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution
Business Finance News

Skience Partners with Incedo to Bring RIAs a One-Stop Wealth Management Solution

Fintech News Desk
by Fintech News Desk0
SkienceONE delivers a turnkey, modern wealth management experience to RIA firms of all sizes Skience, a leading financial services solution and consulting provider, has partnered with Incedo Inc., a leading digital transformation consulting and technology solutions firm for the wealth management industry, to make its all-in-one, cloud-based wealth management platform – SkienceONE – available......
Zoe Announces Its Partnership With Vincere Wealth Management
Finance News

Zoe Announces Its Partnership With Vincere Wealth Management

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform recently awarded NerdWallet’s 2022 Best Online Financial Advisor, announced its partnership with an Indiana-based financial advisory firm. Zoe’s partners are highly qualified advisors who are vetted to ensure they offer personalized service and act in the clients’ best interests. Vincere Wealth Management is among the registered independent advisory firms (RIA)......
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