Tag : wealth management

DeepVest Launches Day One Program in Support of New and Emerging RIAs
Finance Investments News

DeepVest Launches Day One Program in Support of New and Emerging RIAs

Business Wire
by Business Wire0
New initiative designed to support qualified, early-stage RIA operations with a 12-month discounted rate DeepVest, the agentic front office for financial advisors, announced the launch of the DeepVest Day One Program, to provide discounted platform access to early-stage registered investment advisors (RIAs). Offered to firms within their first two years......
SB Financial Group, Inc. Announces Schedule for Third Quarter 2026 Results
Banking Finance News

SB Financial Group, Inc. Announces Schedule for Third Quarter 2026 Results

GlobeNewswire
by GlobeNewswire0
SB Financial Group, Inc. (NASDAQ: SBFG), a diversified financial services company providing full-service community banking, mortgage banking, wealth management, private client and title insurance services, expects to release its third quarter 2026 financial results on Thursday, October 22, 2026, prior to market open. The company will hold a related conference......
Dunham Named Finalist in the 2026 Wealthies Competition
Finance Investment Services News

Dunham Named Finalist in the 2026 Wealthies Competition

Business Wire
by Business Wire0
Three finalist nods span marketing leadership, thought leadership, and estate planning advisor support Dunham & Associates Investment Counsel, Inc. (Dunham), an investment firm built for independent financial advisors by a former advisor, has been named a finalist in three categories of the 2026 Wealth Management Industry Awards, now known more simply......
U.S. Bank Wealth Management Names Chris Peary Chief Private Banking Officer
Banking Finance News

U.S. Bank Wealth Management Names Chris Peary Chief Private Banking Officer

Business Wire
by Business Wire0
U.S. Bank announced that Chris Peary has been named chief private banking officer for Wealth Management Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena Peary will be responsible for advancing Wealth Management’s strategy to deliver integrated banking, credit and wealth solutions......
Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region
Banking Fintech News

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Business Wire
by Business Wire0
Northern Trust Wealth Management has appointed Candice Nakagawa as Family Office Solutions Managing Director for the West Region. Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity. Read More on Fintech : Global FinTech Interview: AI and......
Integrity and LIT Financial Unite to Empower Next Generation of Insurance Leaders with AI-First Technology
Finance InsurTech News

Integrity and LIT Financial Unite to Empower Next Generation of Insurance Leaders with AI-First Technology

PR Newswire
by PR Newswire0
Partnership combines a culture of mentorship and development with industry-leading technology, data insights and business support to drive sustainable growth and broader market reach Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it has partnered with Leaders......
Global FinTech Innovations Are Transforming Banking into Continuous Financial Guidance
Analytics Artificial Intelligence Banking Featured Finance Fintech InsurTech

Global FinTech Innovations Are Transforming Banking into Continuous Financial Guidance

Fintech Staff Writer
by Fintech Staff Writer0
The global banking industry is undergoing a seismic shift as financial institutions move from transaction processing to providing continuous financial guidance. For decades, banks have been mainly concerned with deposits, withdrawals, loans, and payments through physical branches. But the banking landscape has been reshaped by rapid digitalization, changing customer expectations......
Rampart Capital Draws on Partner Toby Watson's Structured-Finance Experience in Its Investment Approach
Finance Investment Services News

Rampart Capital Draws on Partner Toby Watson’s Structured-Finance Experience in Its Investment Approach

EIN Presswire
by EIN Presswire0
The London-based investment office Rampart Capital outlines a macro-driven investment process supported by senior partner experience from international finance. Rampart Capital LLP, an independent investment office based in London, has set out the investment approach and partnership structure behind its work with wealthy individuals and their families worldwide. Authorised and......
RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital® Partnership
Fintech Investments News

RFG Advisory Expands Advisor Access to Alternatives and Structured Investments Through iCapital® Partnership

Business Wire
by Business Wire0
Integration into RFG’s ClickONE platform streamlines advisor access and enhances the client experience RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, announced a strategic partnership with iCapital1, the global fintech company shaping the future of investing. The integration expands......
Regulation-Driven Innovation in Global FinTech: Balancing Compliance and Growth
Banking Compliance management Featured Fintech Technology

Regulation-Driven Innovation in Global FinTech: Balancing Compliance and Growth

Fintech Staff Writer
by Fintech Staff Writer0
The global financial services industry is undergoing one of the most dramatic transformations in modern economic history. Digital banking platforms, real-time payment systems, embedded finance models, decentralized financial ecosystems, and AI-driven financial services are transforming how businesses and consumers engage with money. The global fintech ecosystem has grown swiftly across......
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