Tag : wealth management

Digital Wealth Partners Expands into Traditional Finance, Becoming Full-Spectrum Wealth Management Provider
Finance News

Digital Wealth Partners Expands into Traditional Finance, Becoming Full-Spectrum Wealth Management Provider

GlobeNewswire
by GlobeNewswire0
Digital Wealth Partners has announced its expansion into traditional finance through a strategic partnership with Altruist as its custodian. This milestone marks the company’s evolution from a digital asset specialist to a comprehensive financial services provider offering both traditional and digital wealth management solutions. The integration with Altruist enables Digital......
Milemarker Launches DevTools: A Command-Line Toolkit to Ship Analytics and Automations in Minutes
Analytics Fintech News

Milemarker Launches DevTools: A Command-Line Toolkit to Ship Analytics and Automations in Minutes

GlobeNewswire
by GlobeNewswire0
New platform empowers wealth management firms to deploy queries, metrics, and workflows at the speed of their ambition Milemarker  announced the launch of Milemarker DevTools, a command-line toolkit and supporting framework designed to help wealth management firms ship analytics, metrics, and data views to production in minutes—not weeks. DevTools eliminates......
Broadridge Acquires Retirement Plan Technology Provider iJoin
Finance News

Broadridge Acquires Retirement Plan Technology Provider iJoin

PR Newswire
by PR Newswire0
Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities Global Fintech leader Broadridge Financial Solutions, Inc. announced that it has acquired iJoin, a leading retirement plan technology provider specializing in participant onboarding, engagement, and analytics solutions for the retirement industry. “With increasing......
Metalpha Partners with AMINA Bank the Swiss crypto-focused bank to Advance Digital Asset Wealth Management in Hong Kong
Banking Cryptocurrency News

Metalpha Partners with AMINA Bank the Swiss crypto-focused bank to Advance Digital Asset Wealth Management in Hong Kong

PR Newswire
by PR Newswire0
Strategic collaboration launches with Principal Fund I, a crypto equity fund capitalising on the surge in crypto-related public companies Metalpha Technology Holding Limited, one of Asia’s largest digital asset-focused wealth management company, announces a strategic partnership with AMINA Bank AG, a Swiss Financial Market Supervisory Authority (FINMA)-regulated crypto bank with global reach. This collaboration......
LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group
Fintech Investment Services News

LPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group

GlobeNewswire
by GlobeNewswire0
 LPL Financial LLC announced that the advisors of Coastal Wealth Management Group have joined Financial Resources Group Investment Services, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $175 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based on the Gulf Coast in Ocean Springs, Miss., the......
Banking Compliance management Featured Fintech InsurTech Security

The Impact of Open Banking on Cross-Carrier Data Sharing in Insurance

Fintech Staff Writer
by Fintech Staff Writer0
Open Banking, initially a transformative force in the financial sector, is now increasingly influencing adjacent industries—including insurance. By enabling secure, consent-based sharing of financial data through APIs, Open Banking is laying the groundwork for a more interconnected ecosystem. One of the most promising applications of this evolution is cross-carrier data......
Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster
Fintech News

Wealthtender Launches AI-Optimized FAQs to Help Financial Advisors Get Found Faster

Cision PRWeb
by Cision PRWeb0
Forward thinking financial advisors and wealth management firms gain access to a new digital marketing benefit from Wealthtender to enhance their visibility in traditional search engines and AI tools like ChatGPT, Gemini, and beyond. Wealthtender, a leading digital marketing platform for financial advisors and wealth management firms, announced the launch......
MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing
Analytics Artificial Intelligence News

MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing

Business Wire
by Business Wire0
Partnership brings AI-driven personalization, tax-loss harvesting, and values-based investing into scalable, advisor-friendly workflows MyVest, a leading provider of enterprise wealth management technology, announced a strategic partnership with Alphathena, an innovator in AI-powered direct indexing. The integration of Alphathena’s personalized direct indexing platform with MyVest’s Strategic Portfolio System (SPS) delivers a......
GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors
Artificial Intelligence Fintech News

GReminders Launches “Do Anything” Assistant, Ushering in Next Phase of AI Agents for Financial Advisors

Business Wire
by Business Wire0
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the......
Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools
Artificial Intelligence Fintech News

Diversify Partners with Jump to Boost Advisor Productivity with AI-Powered Productivity Tools

PR Newswire
by PR Newswire0
New collaboration provides Diversify advisors access to cutting-edge automation that enhances client meetings, documentation, and follow-up. Diversify, the advisor-founded and advisor-led wealth management platform, has announced a new partnership with Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers. Through this collaboration, Diversify......
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