Tag : wealth management

Succession Link Accelerates Growth Plans with Merchant Partnership
Finance News

Succession Link Accelerates Growth Plans with Merchant Partnership

Fintech News Desk
by Fintech News Desk0
Partnership puts focus on providing new solutions, reinforcing commitment to connecting the RIA marketplace Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant – a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community......
Digital Asset Management News

Tetra Trust announces partnership with MeetAmi Innovations To Deliver Turnkey Solution For Digital Asset Investing To Wealth Managers

Fintech News Desk
by Fintech News Desk0
Tetra Trust Company (“Tetra Trust”) and MeetAmi Innovations Inc. (“MeetAmi”) announced a partnership to offer a turnkey solution to Canada’s wealth management market, offering the ability to invest in Digital Assets and hold the asset base with a qualified Canadian custodian. The collaboration delivers Canada’s only regulated and compliant Digital......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
Texas Regional Bank Completes Acquisition of AccessBank Texas
Finance InsurTech News

Texas Regional Bank Acquires Insurance Agency, Establishes Insurance Division

Fintech News Desk
by Fintech News Desk0
Texas Regional Bank (TRB) announced the addition of insurance to its suite of financial services. TRB Insurance will offer a wide range of products and services, including home, auto, and life insurance, as well as commercial insurance. “At TRB, we place a heavy emphasis on relationships; our goal is to......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
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