Tag : wealth management

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development
Fintech Funding News

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

PR Newswire
by PR Newswire0
The round was co-led by Pivot Investment Partners and UBS Droit, a technology firm at the forefront of computational law and regulation, announced it has closed a $23 million Series B investment in its latest funding round. The round was led by Pivot Investment Partners and UBS, the leading global wealth......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
TD Completes Acquisition of Cowen Inc.
Banking News

TD Completes Acquisition of Cowen Inc.

PR Newswire
by PR Newswire0
TD Bank Group and Cowen Inc. (“Cowen”) announce that TD has completed the acquisition of Cowen. “We are very pleased to welcome Cowen to TD.  Together, with greater scale, broader capabilities and deeper resources, we will continue to serve clients with excellence and accelerate the growth of TD Securities,” said Bharat......
Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader
Investment Services News

Equisoft Secures $125 Million in Funding, Strengthening its Position as Global Tech Leader

PR Newswire
by PR Newswire0
Investment will fuel international expansion and R&D as the company focuses on enabling the digital transformation of life insurance, wealth and asset management firms Equisoft, a leading global digital solutions provider to the financial industry, is pleased to announce the successful closing of a $125 million equity investment. Of this total investment, $70......
Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities, Growth Opportunities with Acquisition of Mediant Communications
Finance Investment Services News

Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications

Business Wire
by Business Wire0
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
First Fidelity Bank, Episode Six Announce Next-Gen Banking as a Service Solution with Launch Customer Unifimoney
Banking News

First Fidelity Bank, Episode Six Announce Next-Gen Banking as a Service Solution with Launch Customer Unifimoney

Business Wire
by Business Wire0
First Fidelity Bank has entered the highly competitive Banking as a Service market with Episode Six as its platform partner First Fidelity Bank (FFB) a 100-year-old community bank headquartered in Oklahoma City, announced the launch of its next-gen Banking as a Service (BaaS) solution. The solution was developed with Episode Six (E6), a......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
QUODD Acquires Xignite to Capture Larger Portion of Cloud-Native Market Data Industry
Cloud Fintech News

QUODD Acquires Xignite to Capture Larger Portion of Cloud-Native Market Data Industry

Business Wire
by Business Wire0
The acquisition adds more than 500 market data APIs, covering millions of instruments across all asset classes, and elevates QUODD’s position as the premier technology firm powering global market data to the financial services ecosystem QUODD, a comprehensive market data-on-demand provider for the global financial services industry and a NewSpring......
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