Tag : wealth management

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Fintech News

Integrity Marketing Group, LLC Partners With New Benefits & Financial Services

Fintech News Desk
by Fintech News Desk0292
New Benefits & Financial Services seeks to improve access to life, health and wealth resources for the community by utilising Integrity’s full-service technology suite. By Global FinTech Series News Desk  Integrity Marketing Group, LLC, a distributor of life and health insurance, and provider of wealth management and retirement planning solutions,......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0251
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Digital Asset Management News

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

PR Newswire
by PR Newswire0280
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of......
Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
by PR Newswire0231
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
Bite Investment Launches New Feature for Asset Managers
Investment Services News

Bite Investment Launches New Feature for Asset Managers

Fintech News Desk
by Fintech News Desk0290
Bite Stream enables alternative asset managers to engage with wealth managers directly, surpassing multiple financial functions, and eliminating additional costs for platforms to reach their audience.  By Global FinTech Series News Desk  Bite Investment, a global financial technology firm launched a new wealth management feature on its Bite Stream platform......
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0329
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study
Fintech News

Spontaneous Family Wealth Discussions and Decisions Can Lead to Regrets, Finds Merrill Study

PR Newswire
by PR Newswire0310
Merrill Center for Family Wealth publishes guide to productive family conversations about money and relationships Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private......
Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights
Fintech News

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights

PR Newswire
by PR Newswire0217
Altoo AG, a Swiss-based fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth through the cutting-edge Altoo Wealth Platform, announces the introduction of Altoo Insights. The news and features channel on the company’s website aims to bring clients and the broader public closer......
MarshBerry Acquires IMAS Corporate Finance
Finance InsurTech News

MarshBerry Acquires IMAS Corporate Finance

PR Newswire
by PR Newswire0276
Expanding MarshBerry’s global reach by acquiring leading U.K. M&A operation. MarshBerry, a global M&A advisory firm for insurance brokers and wealth management firms proudly announced that it has acquired IMAS Corporate Finance LLP (IMAS). IMAS is a leading M&A advisory firm in the United Kingdom (UK) insurance and wealth segments and......
SEI Launches Enhancements to Advisor Technology Suite
Digital Finance News Technology

SEI Launches Enhancements to Advisor Technology Suite

PR Newswire
by PR Newswire0259
Investor Portal Powers Personalized, Connected Experience for Advisors and their Clients SEI announced the launch of enhanced technology capabilities in its Investor Portal, a white-labeled solution within SEI Connect that enables advisors to provide clients a full picture of their financial lives. According to Cerulli Associates’ “State of Wealth Management......
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