Tag : wealth management

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
Finance News

Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express

Fintech News Desk
by Fintech News Desk0
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company Advisor360° has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology......
J.P. Morgan Wealth Management Introduces QuickDeposit for Investments
Investment Services News

J.P. Morgan Wealth Management Introduces QuickDeposit for Investments

Fintech News Desk
by Fintech News Desk0
Clients can fund their investment accounts more easily and quickly via the mobile app J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone. “QuickDeposit for banking has always been one of our most popular features” Now clients......
authID Deploys Verified Human Factor Authentication Service with Tax Status
Finance News Security

authID Deploys Verified Human Factor Authentication Service with Tax Status

Fintech News Desk
by Fintech News Desk0
Verified™ stops account takeover with unphishable authentication for Tax Status’ enterprise partners authID, a leading provider of secure identity authentication solutions, announced that Tax Status, a leading provider of official tax data and IRS account monitoring, has launched the full suite of authID’s identity authentication services. Tax Status implemented authID’s......
Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic
Banking Investment Services News

Wealth Management Team Led by Eric Yamin and Keith Caparelli Joins First Republic

Fintech News Desk
by Fintech News Desk0
First Republic Bank, a leading private bank and wealth management company, announced that a four-person team led by Eric Yamin and Keith Caparelli has joined First Republic Investment Management. Yamin and Caparelli were each named Managing Director and Wealth Manager. Based in Florida and New York, the team will provide......
Mackenzie Investments Onboards CapIntel's New Link Offering, a First-to-Market FinTech Tool for Financial Advisors
Investment Services News

Mackenzie Investments Onboards CapIntel’s New Link Offering, a First-to-Market FinTech Tool for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Investment in innovative technologies, like CapIntel, is part of Mackenzie Investments’ strategic focus on enhancing the client experience and advisor productivity CapIntel, a wealth management technology company, announced a strategic partnership with Mackenzie Investments (“Mackenzie”), one of Canada’s premier investment management firms, to leverage CapIntel’s new Link offering. “We’re responding......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel
Banking Investment Services News

InCap Group Congratulates RiverStone Wealth Management on its Acquisition by Carnegie Investment Counsel

Fintech News Desk
by Fintech News Desk0
InCap Group served as exclusive financial advisor to RiverStone Wealth Management InCap Group Inc., a premier boutique investment banking firm focused exclusively on the financial services industry, is pleased to have represented RiverStone Wealth Management in its sale to Carnegie Investment Counsel. Established in 2008, RiverStone Wealth Management is an......
Taiwan’s Next Bank Launches on Temenos
Banking News

Taiwan’s Next Bank Launches on Temenos

Fintech News Desk
by Fintech News Desk0
New digital bank backed by Chunghwa Telecom launches on Temenos core banking platform to bring products to market fast and scale efficiently Temenos announced that Next Commercial Bank (Next Bank), a new digital bank backed by Chunghwa Telecom, Taiwan’s largest telecom operator, has gone live on Temenos core banking platform, opening to......
Fulton Bank Names Dara Bachman President of Fulton Private Bank
Banking News

Fulton Bank Names Dara Bachman President of Fulton Private Bank

Fintech News Desk
by Fintech News Desk0
Fulton Bank, a subsidiary of Fulton Financial Corporation, announced the promotion of Dara C. Bachman to the President of Fulton Private Bank. In this position, she will be responsible for leading a team of professionals charged with developing customized wealth management and banking solutions for high-net-worth clients. Dara joined the......
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