Tag : wealth management

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Travel Expenditure Grows 165%; OTT Expenditure Grows 80% During Festive Season: PayU Insights Report
Digital Payments News

Travel Expenditure Grows 165%; OTT Expenditure Grows 80% During Festive Season: PayU Insights Report

Fintech News Desk
by Fintech News Desk0
Credit Repayment via UPI mode sees 251% growth in expenditure and 172% growth in transactions PayU unveiled its Insights Report – Festive edition which compares digital payment transaction trends on the PayU platform between the festive seasons of 2021 and 2022. 2022 saw a 64% increase in expenditure & 31%......
Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology
Finance Fintech News

Advisor360° Survey: Financial Advisors Are Losing Business Due to Subpar Technology

Fintech News Desk
by Fintech News Desk0
73 Percent of Advisors Say Millennials & Gen Z Require Different Engagement than Boomers & Gen X While the right technology may give financial advisors an edge, the wrong technology can cost them real dollars and real clients. A new report by Advisor360°, a leading provider of integrated technology for broker-dealers......
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
Finance News

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Fintech News Desk
by Fintech News Desk0
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity SEI announced enhanced unified managed household (UMH) capabilities within the SEI Wealth Platform (SWP) through a strategic partnership with LifeYield, a leading API-based Software-as-a-Service provider. The new service provides wealth managers in the U.K. and private banks and trust companies in......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
by Fintech News Desk0
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
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