Tag : wealth management

Estancia Capital Partners Announces Strategic Investment in InvestorCOM
Compliance management News

Estancia Capital Partners Announces Strategic Investment in InvestorCOM

Fintech News Desk
Estancia Capital Partners announced they completed a significant investment in InvestorCOM, a leading provider of software and tech-enabled compliance solutions to the asset and wealth management industry. The investment is intended to accelerate InvestorCOM’s continued expansion across North America and globally. “InvestorCOM’s experienced management team will remain in place and......
UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry
Finance News

UST Works with AWS and Mendix to Accelerate Digital Transformation in the Financial Services Industry

Fintech News Desk
Work aims to increase low code technology adoption for solution development and app modernization at scale across the wealth management and financial services industry UST, a leading digital transformation solutions company, has announced that it is working  on solution development and go-to-market strategies targeting the financial services industry with Amazon......
Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions
Banking Mobile Banking News

Access Softek Launches EasyVest YourChoice to Provide Community Financial Institutions

Fintech News Desk
Access Softek, an omnichannel digital banking provider, has launched EasyVest YourChoice, an integrated investment solution that gives users the ability to trade stocks, fractional shares, and mutual and exchange-traded funds from within a digital banking platform. “Access Softek’s EasyVest YourChoice solution places community financial institutions at the forefront of a major industry shift”......
TD Bank Announces Multi-Year Extension of Credit Card Partnership with Nordstrom
Banking News

TD Bank Announces Multi-Year Extension of Credit Card Partnership with Nordstrom

Fintech News Desk
TD Bank, America’s Most Convenient Bank, announced the extension of its credit card program agreement with Nordstrom, Inc. TD will continue providing exceptional card products and experiences to Nordstrom customers as the exclusive issuer of Nordstrom’s U.S. Visa and private label consumer credit cards. “Our teams have built an outstanding......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
PeoplesBank Donates Landmark Building to Glen Rock Borough
Banking News

PeoplesBank Donates Landmark Building to Glen Rock Borough

Fintech News Desk
PeoplesBank, A Codorus Valley Company, a subsidiary of Codorus Valley Bancorp, Inc., is donating its PeoplesBank Building (1 Manchester Street, Glen Rock, PA) to the Borough of Glen Rock Pennsylvania. PeoplesBank, A Codorus Valley Company, was originally founded as “the First National Bank of Glen Rock, Penna” in 1864. It......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
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