Tag : Wealth

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management
Fintech News

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management

GlobeNewswire
by GlobeNewswire0
Seasoned Financial Advisor Jakub Kubrak has launched his own independent Fiduciary firm, Kubrak Wealth Advisors, to simplify complex wealth management topics for everyday individuals. Drawing on more than a decade of experience at top financial institutions, including Fisher Investments, JPMorgan, and Texas Capital Bank, Kubrak now leads his firm with......
Decorum Wealth Management Launches with Support from LPL Strategic Wealth
Finance Fintech News

Decorum Wealth Management Launches with Support from LPL Strategic Wealth

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Ronald Ewing, CFP®, Edward Macha, Alex Pittz, AAMS, Brian Gudgel, CFP and Andrew Curiel IV, CFP®, CEPA®, AWMA®, APMA have launched a new independent practice, Decorum Wealth Management, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately......
Accruit Appoints Steve Holtkamp as New President; Brent Abrahm to Continue as CEO
Fintech News

Accruit Appoints Steve Holtkamp as New President; Brent Abrahm to Continue as CEO

PR Newswire
by PR Newswire0
Dynamic Leadership Team to Drive Continued Innovation in the 1031 Exchange Industry Accruit, an Inspira Financial Solution and leading provider of 1031 exchange solutions, is thrilled to announce the appointment of Steve Holtkamp as the company’s new President. Brent Abrahm, Accruit’s founder and former President, will continue to serve as Chief Executive Officer.......
Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment
Fintech Investment Services News

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment

PR Newswire
by PR Newswire0
Acquisition of Arcus Deepens Addepar’s AI Capabilities Across Its Open Platform, Delivering Enhanced Value to Clients Globally Addepar, the leading technology and data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an innovator in enterprise AI workflows. This strategic move accelerates Addepar’s technology roadmap to embed......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
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Defining Wealth For A New Generation

Theo Paraskevopoulos
by Theo Paraskevopoulos0
By Theo Paraskevopoulos, CEO and Founder of wealth tech startup, Invessed Between the rising cost of living, inflationary pressures, and ongoing uncertainty in the broader economy, individuals across the UK have reason to be increasingly concerned about their financial well-being and how they manage assets and wealth. In challenging times, the......
Global Survey Shows Wealth Management Ecosystem at Inflection Point
Investment Services News

Global Survey Shows Wealth Management Ecosystem at Inflection Point

Business Wire
by Business Wire0
Uncertainties about the outlook for global growth driving change Client experience and Digital delivery remains top priority Regulatory environment remains top challenge for industry Preference for outsourcing technology development New research from Citi Business Advisory Services, in partnership with Citi Securities Services, released highlights the need to transform business and......
UNest Partners with Zogo Finance to Help Families Jumpstart Their Financial lives
Fintech News

UNest and Wealth Announce Strategic Partnership to Market Financial and Estate Planning Tools

Fintech News Desk
by Fintech News Desk0
Partnership brings together two category leaders that share a focus on helping families and individuals address the financial requirements of key life stages  UNest, a leading fintech company that makes it easier than ever for parents to invest in their kids’ future, announced that they have partnered with Wealth, an......
John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM
Investment Services News

John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management, a company of Manulife Investment Management, recently announced net fee reductions on three funds with a combined total of more than $2.4 billion in assets under management. The reductions reflect contractual modifications to management fee schedules and/or reimbursement expenses for the funds and certain management fee waivers according......
Phillip Heasley named to the Jopari Board of Directors
Fintech News

Phillip Heasley named to the Jopari Board of Directors

Fintech News Desk
by Fintech News Desk0
After 15 years at the helm of ACI Worldwide, Phillip Heasley announced his retirement as of December 31st, 2019  and as of today, Mr. Heasley has joined the Board of Directors of Jopari Solutions, bringing a wealth of experience and expertise from the financial industry. Read More: tZERO Appoints Former Nasdaq EVP John......
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