Tag : wealth management

Prospera Financial Services Launches APEX Program To Assist Advisors Acquire Practices or Create Succession Plans
Business Finance News

Prospera Financial Services Launches APEX Program To Assist Advisors Acquire Practices

Fintech News Desk
by Fintech News Desk0
The APEX Program Pairs Buying and Selling Advisors to Ensure a Smooth Transition of the Business and a Better Experience for Clients Prospera Financial Services, Inc., a boutique wealth management firm supporting a nationwide network of independent advisors, announced the launch of its proprietary Advisor Practice Exchange Program, an interactive......
iBG Introduces Diversified Investment Portal
DeFi News

iBG Introduces Diversified Investment Portal

Fintech News Desk
by Fintech News Desk0
Easy Earning = DeFi For Everyone! iBG Finance a Decentralized Finance (DeFi) wealth management platform and sister-concern of ICOA Inc, has announced the tools it has developed to enable ‘crypto newbies’ with simple, educational and safe access to the burgeoning world of decentralised finance (DeFi). Indeed, there is strong opinion......
SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina
Banking Business News

SouthState Adds Commercial, Business, Private Banking Expertise in Florida, Alabama, Georgia and South Carolina

Fintech News Desk
by Fintech News Desk0
SouthState Bank has hired nine bankers to continue to expand its Commercial, Business and Private Banking teams across Florida, Alabama, Georgia and South Carolina. “According to most recent Census data, Florida had the largest net migration gains in the country, with steady in-migration expected to continue in years to come. We continue to see significant demand for......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance Fintech News

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced that it has secured $5M in venture financing to expand the team, grow sales and drive product development. “Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel.”......
Mako Fintech Selected by Ontario Securities Commission to Test Reimagined KYC Experience
Capital Markets News

Mako Fintech Selected by Ontario Securities Commission to Test Reimagined KYC Experience

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a financial technology platform that automates wealth management processes, announced it has been selected by the Ontario Securities Commission (OSC) to reimagine the KYC Refresh experience, as part of OSC TestLab, Ontario’s new capital markets testing environment. “Being selected by the largest securities regulator in Canada to be part......
Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments
Finance Investments News

Fintech Elevate Wealth Management, AMCAP Expands Intelligent Developments

Fintech News Desk
by Fintech News Desk0
AMCAP Group has a globally synchronized intelligent financial management service mechanism AMCAP, a well-known wealth management institution, has made frequent new moves. Recently, it once again announced to the market the introduction of intelligent loss reduction and gain scheme, which gained wide attention. China’s wealth management market has become the......
Banking Infrastructure Needs to Evolve and Adapt Blockchain Technology: Raj Chowdhury
Blockchain News

Banking Infrastructure Needs to Evolve and Adapt Blockchain Technology: Raj Chowdhury

Fintech News Desk
by Fintech News Desk0
Conventional banking infrastructure needs significant upgrades, and blockchain is the best solution, says the HashCash CEO HashCash CEO and eminent blockchain pioneer Raj Chowdhury expressed his views on the need for an upgrade in existing banking infrastructure to keep pace with the rapid fintech progress, presenting a strong point for blockchain incorporation across......
Trofi Set to Launch Its Platform for Users to Access Crypto Products and Services
Cryptocurrency News

Trofi Set to Launch Its Platform for Users to Access Crypto Products and Services

Fintech News Desk
by Fintech News Desk0
The platform is offering exciting new crypto wealth management products and services Trofi is introducing a new user-friendly platform to provide crypto wealth management services and products, with an emphasis on bringing a variety of structured products to the market that are prevalent in traditional banking but not yet available in......
Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements
Compliance management News

Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firm using InvestorCOM to digitize the assessment of reasonably available alternative product recommendations and best interest rollover recommendations InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that Davenport & Company LLC, a leading wealth management and financial advisory firm, is using InvestorCOM’s compliance technology......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
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