Tag : wealth management

Cion Digital Announces New N
Lending News

Cion Digital Announces New Name: UPTIQ

Fintech News Desk
by Fintech News Desk0
Newly Renamed UPTIQ Reflects business’ Laser Focus on Connecting Wealth Managers and Their Clients with the Right Lending Products for Wealth Preservation Cion Digital announces its new name – UPTIQ. The name change follows the company’s expansion to lending solutions in the wealth management industry. The company wanted its name......
CUSO Financial Announces New Partnership with Kemba Credit Union
Finance News

CUSO Financial Announces New Partnership with Kemba Credit Union

Fintech News Desk
by Fintech News Desk0
$1.6 billion credit union chooses CFS for its expertise in credit union vertical CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with Kemba Credit Union (Kemba) to support and grow its wealth management program, Kemba Investment Services. Established in 1934, Kemba now operates 12......
Comerica Bank Announces Details on New Investment Banking Group
Banking News

Comerica Bank Announces Details on New Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Comerica Securities, a subsidiary of Comerica Bank, has formed a new Investment Banking Group. This new team broadens the capital markets solutions and services Comerica offers its commercial and wealth management customers to include mergers and acquisitions, as well as private placement advisory services. The group will be national in scope,......
MONTAG Wealth Management Announces Move to Cobb County, Georgia
Investment Services News

MONTAG Wealth Management Announces Move to Cobb County, Georgia

Fintech News Desk
by Fintech News Desk0
Atlanta Wealth Management Firm announces its relocation to Cobb County MONTAG, an Atlanta-based wealth management firm serving clients across Georgia and the broader U.S., has announced its relocation from Fulton County to Cobb County in January 2023. The new location offers improved accessibility for clients to come into the office......
Advisor360° Deepens its Insurance Capabilities on Policy Riders
InsurTech News

Advisor360° Deepens its Insurance Capabilities on Policy Riders

Fintech News Desk
by Fintech News Desk0
New Insurance Rider Access in Fourth Quarter of 2022 Caps Year of Robust Innovation Advisor360°, a leading provider of integrated technology for broker-dealers and other wealth managers, has made it easier for advisors to view the policy riders that are attached to their clients’ in force insurance policies. The upgraded......
J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services
Banking Finance News

J.P. Morgan Self-Directed Investing Named Best-in-Class in Education and Banking Services

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms. “Clients have been asking for accessible educational content, at their knowledge level and right at their fingertips” J.P. Morgan also received strong marks......
IEQ Capital Welcomes Stone Point Capital as Strategic Partner
Investment Services News

IEQ Capital Welcomes Stone Point Capital as Strategic Partner

Fintech News Desk
by Fintech News Desk0
IEQ Capital, LLC, a leading independent wealth management firm and alternative investment solutions provider in the U.S. with over $18.3 billion in RAUM, announced a strategic minority growth investment from funds managed by Stone Point Capital LLC, a leading private equity firm focused on investing in businesses within the global......
Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong
Banking News

Dah Sing Bank and Sun Life Join Forces in 15-Year Exclusive Bancassurance Partnership in Hong Kong

Fintech News Desk
by Fintech News Desk0
Dah Sing Bank, Limited and Sun Life Hong Kong Limited, a subsidiary of Sun Life Financial Inc., announced an exclusive 15-year bancassurance partnership in Hong Kong (“Bancassurance Partnership”). Under this Bancassurance Partnership, Sun Life will be the exclusive provider of life insurance solutions to Dah Sing Bank’s 570,000 retail banking customers......
90% of Finance Leaders Reveal Interest Rates Are No. 1 Driver of Banking Business Model Changes
Analytics Business Finance News

90 Percent of Finance Leaders Reveal Interest Rates Are No. 1 Driver of Banking Business Model Changes

Fintech News Desk
by Fintech News Desk0
Syntellis Performance Solutions, the leading provider of enterprise performance management software, data, and intelligence solutions,  published its seventh annual CFO Outlook for Financial Institutions revealing that 90% of finance professionals at banks, credit unions, and other financial services institutions anticipate interest rate changes will be the biggest driver of business model adjustments......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
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