Search Results for: wealth management technology

10x Banking Follows $187 Million Series C Funding with Three Senior Hires to Fuel Global Growth
Banking News

10x Banking Follows $187 Million Series C Funding with Three Senior Hires to Fuel Global Growth

Fintech News Desk
by Fintech News Desk0
10x Banking (10x) announces the appointment of three senior sales and marketing leaders, to fuel the next stage of growth for the core banking technology provider. These hires follow the firm’s June 2021 announcement of an oversubscribed $187 million Series C financing round, co-led by funds managed by BlackRock and Canada Pension Plan Investment Board......
FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Fintech News

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

Fintech News Desk
by Fintech News Desk0
83% of advisors say better technology tools would improve client acquisition Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI) released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors
Fintech Investment Services News

SEI Partners with Maybank Group to Expand Investment Access For Malaysian Investors

Fintech News Desk
by Fintech News Desk0
SEI Further Extends Global Footprint with Malaysian Wealth Management Partnership SEI announced a strategic partnership with Maybank Group (Maybank) to deliver its clients SEI’s investment expertise and asset allocation strategy. The partnership introduces SEI’s manager selection platform and asset management capabilities, including proprietary manager research and due diligence, risk management,......
Esusu Becomes One of the First Black-Owned Startups to Reach Unicorn Status
Finance Fintech News

Esusu Becomes One of the First Black-Owned Startups to Reach Unicorn Status

Fintech News Desk
by Fintech News Desk0
$130M Series B funding round, led by SoftBank Vision Fund 2, brings mission-driven fintech platform Esusu to a one-billion-dollar valuation Esusu, the leading financial technology company for rent reporting and data solutions for credit building, announced a new valuation of $1 billion after closing a $130 million round of funding.......
Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice
Finance News

Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Network’s African American Financial Professionals Network Partners with CHIP Professionals, a Leading Digital Platform, to Match Consumers with Financial Professionals Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the partnership of its African American Financial Professionals Network (AAFPN) with Changing How Individuals......
SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
by Fintech News Desk0
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
by Fintech News Desk0
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
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