Search Results for: wealth manager

BNY Mellon Wealth Management Expands Miami Office With Five New Hires
Fintech News

BNY Mellon Wealth Management Expands Miami Office With Five New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Miami office with five new additions including Gina Smurro as senior client strategist, Sebastien Gault as family wealth advisor, Tamara Oswald as associate wealth manager, Jessica Diaz as analyst, global insights lab and Francesca Tabak as analyst, private banking. They are all based in Miami and report to Laura Kaplan, market president, Miami. Latest Fintech Insights: Ara Partners Promotes James Wang......
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......
Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region
Capital Markets Fintech News

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region

Fintech News Desk
by Fintech News Desk0
Wilmington Trust announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.) McCrery IV, and Senior Fiduciary Advisor Claire Schissler. Latest Fintech Insights: Zaggle Appoints Sathish N As Chief Product Officer These hires are two of many that Wilmington Trust recently announced across......
Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform
Digital Asset Management Fintech News

Advisor Group Welcomes South Carolina-Based Wealth Management Practice With Total Client Assets Of $125 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Columbia Capital Partners Joins Advisor Group through Subsidiary Royal Alliance Associates and OSJ Cline Financial Partners Advisor Group, the nation’s largest network of independent wealth management firms, today announced the successful recruitment to its network of Columbia Capital Partners, a wealth management firm in Columbia, S.C., which oversees $125 million in total client......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Brookline Bancorp Launches Clarendon Private, Boston's Newest Investment and Wealth Management Company
Banking Investment Services News Uncategorized

Brookline Bancorp Launches Clarendon Private, Boston’s Newest Investment and Wealth Management Company

Fintech News Desk
by Fintech News Desk0
Brookline Bancorp, Inc. today announced the launch of Clarendon Private, LLC (the “Company”) a Boston-based investment and wealth management company designed to serve individuals, families, endowments, and foundations. Clarendon Private combines the hands-on approach of a boutique investment firm with comprehensive banking and lending resources.  The Company’s culture puts the client......
FNZ To Acquire Appway to Accelerate Financial Institutions' Digital Transformation And Open-Up Wealth Together
Digital Fintech News

FNZ To Acquire Appway to Accelerate Financial Institutions’ Digital Transformation And Open-Up Wealth Together

Fintech News Desk
by Fintech News Desk0
 The acquisition will accelerate the deployment of personalised propositions at scale across the financial services industry, enabling up to 90% faster client onboarding. – Appway’s award-winning low-code no-code workflow automation solution will extend FNZ’s position as the industry’s leading global wealth management platform and continues their investment in next-generation technology. – FNZ......
State Bank of India chooses Intellect Wealth Qube For Its Digital Wealth Transformation
Digital Fintech News

State Bank of India Chooses Intellect Wealth Qube For Its Digital Wealth Transformation

Fintech News Desk
by Fintech News Desk0
Intellect’s Digital Wealth, the contextual and composable platform will help the bank to accelerate business expansion and improve operational efficiencies through STP Intellect Design Arena Ltd, a cloud-native, future-ready,multi-product FinTech company for the world’s leading financial and insurance clients, announced that State Bank of India, one of India’s largest public......
Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index
Cryptocurrency News

Ritholtz Wealth Management and WisdomTree Collaborate to Launch Innovative and Diversified Crypto Index

Fintech News Desk
by Fintech News Desk0
Onramp Invest to provide the Separately Managed Accounts (SMA) platform to Registered Investment Advisors (RIAs); Gemini to serve as the trading platform and custodian Ritholtz Wealth Management (RWM) and WisdomTree announced the launch of the RWM WisdomTree Crypto Index designed to provide retail investors, via a financial advisor, access and diversified exposure to cryptoassets.......
Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking
Banking Fintech News

Smart Communications Launches Next Gen Interactive Client Reporting Solution for Wealth Management and Private Banking

Fintech News Desk
by Fintech News Desk0
New Capability Delivers Hyper-personalized Omnichannel Customer Experience for Investors and Advisors; Unveiled at Financial Services Events in the U.S. and Europe Smart Communications, a leading technology company focused on helping businesses engage in more meaningful customer conversations, announced the availability of a new Client Reporting solution designed for wealth management......
1