Tag : wealth management

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
Fintech News

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

Business Wire
by Business Wire0
OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America. “Their collective expertise and dedication will play a pivotal role......
Gate.io Introduces Quant Fund - A New Era of Wealth Management for Digital Assets
Digital Asset Management News

Gate.io Introduces Quant Fund – A New Era of Wealth Management for Digital Assets

Fintech News Desk
by Fintech News Desk0
Gate.io is excited to announce the official launch of its Wealth Management flagship product – the Quant Fund, a groundbreaking wealth management solution designed for high-net-worth investors keen on exploring the digital assets space. We warmly invite you to be a part of this pioneering journey in wealth accrual by......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
by PR Newswire0
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
GoLearn Unveils Online Upskilling Courses in BFSI for Academic Achievers in Small Towns of India
Banking News

GoLearn Unveils Online Upskilling Courses in BFSI for Academic Achievers in Small Towns of India

PR Newswire
by PR Newswire0
GoLearn offers specialized, placement-focused upskilling courses for academic achievers from smaller cities and towns in India. These courses are thoughtfully tailored to fulfill the BFSI sector’s unique requirements, equipping graduates with a blend of theoretical knowledge and practical skills needed to navigate the industry’s dynamic landscape. GoLearn, an innovative online......
New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
by Business Wire0
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
by Fintech News Desk0
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
New A.I. Visual Branding Solution Announced For Financial Marketers
Fintech News

New A.I. Visual Branding Solution Announced For Financial Marketers

PR Newswire
by PR Newswire0
A.I-powered image service Images of Substance empowers marketers to take control of their visual branding while minimizing reliance on costly stock imagery Substance Strategy & Creative, a leading provider of marketing solutions for financial institutions, announced the launch of a groundbreaking new offering, Images of Substance. Powered by artificial intelligence......
New-Benefits-&-Financial-Services-Joins-Forces-with-Integrity-to-Offer-Innovative-Insurtech-Solutions-for-Agents-to-Better-Serve-Their-Clients
Fintech News

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

Fintech News Desk
by Fintech News Desk0
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 Desk0
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 Newswire0
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......
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