Tag : wealth management

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
by Fintech News Desk0
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team
Fintech News

Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has established a world-class executive team with the additions of three senior leaders to the organization. The refined leadership team comes in response to rapidly increasing client demand. “Their experience, energy and raw......
Lufax Releases First ESG Report Highlighting Commitment to Inclusive Finance
Fintech News

Lufax Releases First ESG Report Highlighting Commitment to Inclusive Finance

Fintech News Desk
by Fintech News Desk0
Report Outlines Achievements in Rural Revitalization, Empowering Small Businesses, Female Entrepreneurship, Carbon Neutrality and the Role of Technology Lufax Holding Ltd, a leading technology-empowered personal financial services platform in China, released its first Environmental, Social and Governance (ESG) report. The report highlights the Company’s long-term commitment to inclusive finance, improving access......
Babel Finance Opens Business Headquarters in Singapore, Appoints Shanshan Yu as CEO to Drive Expansion
Fintech News

Babel Finance Opens Business Headquarters in Singapore, Appoints Shanshan Yu as CEO to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Babel Asia to strengthen firm’s global crypto services offering with an emphasis on compliance Babel Finance, a leading global cryptocurrency financial services provider, today announced the opening of a business headquarters in Singapore named Babel Asia, with Shanshan Yu appointed Chief Executive Officer (CEO). Babel Asia will enhance the company’s role as a key crypto player......
Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
by Fintech News Desk0
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
New Hire Announcement- Managing Director of Investment Banking
Banking Investments News

New Hire Announcement- Managing Director of Investment Banking

Fintech News Desk
by Fintech News Desk0
Revere Securities is pleased to announce that Joe Giamichael will be joining the firm as Managing Director of Investment Banking. More recently Mr. Giamichael was a Managing Director of Investment Banking at Kingswood Capital Markets (now EF Hutton). Mr. Giamichael has over 20 years of capital markets experience, half of which was......
Northern Trust Strengthens Chicago Commercial Banking Team
Banking News

Northern Trust Strengthens Chicago Commercial Banking Team

Fintech News Desk
by Fintech News Desk0
Adam Kerbis Joins as Banking Relationship Advisor Northern Trust announced that Adam Kerbis has joined the firm as a Senior Vice President and Banking Relationship Advisor on the Commercial Banking team based in Chicago. He will be responsible for growing the family-owned beverage client base by customizing loan, deposit and treasury......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
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