Tag : wealth management

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America
Investment Services News

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America

Business Wire
by Business Wire0
Marstone’s Digital Advice offering continues rapid expansion with latest partnership that provides digital wealth to international clients using BlackRock UCITS funds Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Grupo Bancolombia (CIB), the largest bank in Colombia by total assets, and the first Colombian financial......
HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy
Banking News

HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy

Business Wire
by Business Wire0
HSBC has launched its Global Private Banking (GPB) business in India to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) professionals, entrepreneurs and their families. The new business is aimed at clients with investable assets of more than $2 million. “Entrepreneurialism and innovation are fuelling both economic growth and significant wealth creation......
Learning and Development Holds the Keys to Success in Decentralized Finance
DeFi Guest Posts

Learning and Development Holds the Keys to Success in Decentralized Finance

Hector Payne
by Hector Payne0
As Decentralized Finance (DeFi) plays an increasingly pivotal role in financial services – from transaction banking to wealth management – institutions must invest in bridging the emerging skill gap and help its professionals embrace opportunity. The rise of Decentralized Finance (DeFi) has been nothing short of meteoric. DeFi protocols and......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Finance News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Fintech News Desk
by Fintech News Desk0
eMoney’s clients now have access to MaxMyInterest via an advisor connection in the eMoney platform MaxMyInterest, the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that......
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment Services News

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets

PR Newswire
by PR Newswire0
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane announced the launch of a new AI-powered investment assistant that will combine Hamilton Lane’s......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative
Finance Fintech News

Bluespring Wealth Partners Selects Catchlight to Help Power New Blueprint for Growth Initiative

Business Wire
by Business Wire0
Catchlight’s data and AI-driven insights help advisors drive success throughout their entire lead funnel Catchlight has been chosen by Bluespring Wealth Partners LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, to infuse every stage of their advisors’ lead funnel with data insights to accelerate organic growth. Soon, the first wave of Bluespring partner......
Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution
Fintech News

Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution

Business Wire
by Business Wire0
Streamlined solution helps financial advisors leverage Nitrogen’s lead-generation tools within FMG’s platform for accelerated growth Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program
Finance Fintech News

Bluespring Wealth Partners Launches Groundbreaking ‘Bluespring Blueprint for Growth’ Program

Business Wire
by Business Wire0
Program will reimagine the way advisory firms generate new business, strengthening pipeline and increasing speed of new leads Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, announced Blueprint for Growth, designed to stimulate consistent and sustainable growth among its partner firms. This new program helps......
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