Tag : CIMA

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Fintech News

Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm

PR Newswire
by PR Newswire0
Sanctuary Wealth, home to the next generation of elite advisors, welcomed Chappell Wealth Management as its latest partner firm. The seven-person team based in The Woodlands, Texas, is led by Brent Chappell, CFP, CIMA, Brad Chappell, CIMA, Michael Mills, CFP, and Spencer Carlson, CFA. With close to $1.5 billion in assets under management (AUM), the team......
MultiBank Group Continues Its Global Expansion by Obtaining a Regulatory License in the Dubai International Financial Centre (DIFC)
Fintech News

MultiBank Group Continues Its Global Expansion by Obtaining a Regulatory License in the Dubai International Financial Centre (DIFC)

Fintech News Desk
by Fintech News Desk0
MultiBank Group, one of the largest online financial derivatives providers worldwide, represented by its subsidiary, MEX Australia Pty Ltd, has secured a reputable and strategic commercial license from the Dubai Financial Services Authority (DFSA). Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments The addition of this......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Fintech Investment Services News

Envestnet Launches 2020 Advisor Summit On-Demand

Fintech News Desk
by Fintech News Desk0
Envestnet, announced the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet’s unified platform to provide essential advice.......
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