Search Results for: wealth management technology

Broadridge Appoints Paul Simpson as Vice Chairman of Global Technology and Operations Business
News Technology

Broadridge Appoints Paul Simpson as Vice Chairman of Global Technology and Operations Business

PR Newswire
by PR Newswire0
Simpson brings over three decades of financial services experience to support the growth of Broadridge’s capital markets and wealth management business Broadridge Financial Solutions, announced the appointment of Paul Simpson as Vice Chairman of Broadridge’s Global Technology and Operations (GTO) business. In this newly created role, Simpson will work closely with......
OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform
DeFi Finance News

OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform

GlobeNewswire
by GlobeNewswire0
OKX Wallet is now integrated with Teahouse Finance, a DeFi asset management platform dedicated to secure and flexible wealth management. With this integration, users can access Teahouse Finance’s solutions via web extension, including its HighTable NFTs which serve as exclusive passes to Teahouse strategy vaults. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million
Investment Services News

Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million

Business Wire
by Business Wire0
Tri Ri Asset Management (“TRAM”), a New York based Asset Manager, has announced the final close of its flagship $142m TRAM Venture Fund (“TRAM VF” or “the fund”), which closed at its ‘hard cap’. The successful fundraising is a testament to Tri Ri’s strategy, past performance in alternative assets and strong......
BridgeFT Forms Partnership with Intrinio to Join its WealthTech API Marketplace
Investment Services News

BridgeFT Forms Partnership with Intrinio to Join its WealthTech API Marketplace

PR Newswire
by PR Newswire0
The partnership offers growing access to a wide range of market data that is pre-integrated with BridgeFT’s WealthTech API infrastructure BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced a major strategic......
Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
Latimer Wealth Management Joins Steward Partners
Finance News

Latimer Wealth Management Joins Steward Partners

PR Newswire
by PR Newswire0
Former Merrill Team Launches Steward Partners’ Second Location in Florida, with Plans for Expansion Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer,......
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