Tag : wealth management

Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

PNC Treasury Management Launches Business-to-Consumer Payment Capability

Fintech News Desk
by Fintech News Desk0
Push-to-debit card solution provides immediate payment option for businesses PNC Treasury Management today announced it has expanded its payment offerings by adding push-to-debit card capabilities, called Direct to Debit Card. This addition to PNC’s payment ecosystem provides businesses with the option to send consumers payments 24/7, 365 days a year......
Blucora Appoints Karthik Rao to the Board of Directors
Fintech News

Blucora Appoints Karthik Rao to the Board of Directors

Fintech News Desk
by Fintech News Desk0
Blucora, a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, announced the appointment of Karthik Rao to the Company’s Board of Directors, effective August 28, 2020.  Mr. Rao’s appointment increases the number of independent directors from seven to eight,......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Danske Bank ranks high on IPO and share emissions
Banking Fintech News

Danske Bank A/S Announces Changes To Their Executive Leadership Team

Fintech News Desk
by Fintech News Desk0
As a next step in the ongoing transformation, Danske Bank is changing the organisation to reduce complexity, increase efficiency and become even more competitive for our customers. Going forward, the commercial activities will be organised in two business units headed by Glenn Söderholm and Berit Behring. Read More: New Search Fund......
BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management
Fintech News

BNY Mellon Wealth Management Names Lynne Sawyer as Senior Group Manager, Deposit Product Management

Fintech News Desk
by Fintech News Desk0
 BNY Mellon Wealth Management has appointed Lynne Sawyer as Senior Group Manager, Deposit Product Management. In this newly created role, she will drive deposit growth and support the enhancement of deposit products. Lynne will report to Rick Calero, Head of Banking and Lending for Wealth Management. Read More: Four Benefits of Buy Now......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Capital Markets Fintech News

UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management (PWM) announced that Private Wealth Advisors John Hanley, Colin McKay and Michael Francis will be joining UBS. The team collectively manages over $3 billion in client assets. Read More: GlobalFintechSeries Interview with Sean Worthington, President at CloudCoin Consortium “We believe we have the strongest platform for......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
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Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
by Fintech News Desk0
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
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