Tag : wealth management

Vestmark and Allspring Global Investments Partner to Expand Advisor-Built Model Portfolios
Finance Investments News

Vestmark and Allspring Global Investments Partner to Expand Advisor-Built Model Portfolios

Business Wire
Partnership combines Allspring’s actively managed investment solutions with Vestmark’s technology and tax-aware implementation capabilities to help advisors build and manage open-architecture portfolios at scale Vestmark, Inc., (“Vestmark”), a leading provider of wealth management technology and services, and Allspring Global Investments™ (“Allspring”), a global asset management firm with $603 billion in......
Cetera Welcomes Financial Advisor Michele Johnson and Her Elevated Wealth Solutions Practice from LPL
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Cetera Welcomes Financial Advisor Michele Johnson and Her Elevated Wealth Solutions Practice from LPL

PR Newswire
Independent advisor joins Cetera in search of greater support and resources to strengthen her relationship-driven practice, centered on family-like service and helping clients achieve peace of mind Cetera welcomes financial advisor Michele Johnson, CFP®, who joins with her practice, Elevated Wealth Solutions, overseeing approximately $80 million in AUA1. The Willoughby,......
SEI Appoints Kristie Edling-Day as Chief Information Officer
Finance Fintech News

SEI Appoints Kristie Edling-Day as Chief Information Officer

PR Newswire
Transformation Leader to Advance SEI’s Enterprise Technology Strategy, Platform Modernization, and Long-Term Growth Priorities SEI announced the appointment of Kristie Edling-Day as Chief Information Officer (CIO), reporting to Ryan Hicke, Chief Executive Officer. In this role, Edling-Day will lead the enterprise technology and product strategy and operations, including digital transformation,......
Insurance Pro Accelerates Growth with Integrity's AI-Powered Solutions and Advanced Technology Platforms
Finance InsurTech News

Insurance Pro Accelerates Growth with Integrity’s AI-Powered Solutions and Advanced Technology Platforms

PR Newswire
With access to IntegrityCONNECT, Ask Integrity and other transformative partner resources, Insurance Pro agents can help more Americans optimize financial protection and planning Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it has partnered with Insurance Pro,......
DeepVest Launches Day One Program in Support of New and Emerging RIAs
Finance Investments News

DeepVest Launches Day One Program in Support of New and Emerging RIAs

Business Wire
New initiative designed to support qualified, early-stage RIA operations with a 12-month discounted rate DeepVest, the agentic front office for financial advisors, announced the launch of the DeepVest Day One Program, to provide discounted platform access to early-stage registered investment advisors (RIAs). Offered to firms within their first two years......
SB Financial Group, Inc. Announces Schedule for Third Quarter 2026 Results
Banking Finance News

SB Financial Group, Inc. Announces Schedule for Third Quarter 2026 Results

GlobeNewswire
SB Financial Group, Inc. (NASDAQ: SBFG), a diversified financial services company providing full-service community banking, mortgage banking, wealth management, private client and title insurance services, expects to release its third quarter 2026 financial results on Thursday, October 22, 2026, prior to market open. The company will hold a related conference......
Dunham Named Finalist in the 2026 Wealthies Competition
Finance Investment Services News

Dunham Named Finalist in the 2026 Wealthies Competition

Business Wire
Three finalist nods span marketing leadership, thought leadership, and estate planning advisor support Dunham & Associates Investment Counsel, Inc. (Dunham), an investment firm built for independent financial advisors by a former advisor, has been named a finalist in three categories of the 2026 Wealth Management Industry Awards, now known more simply......
U.S. Bank Wealth Management Names Chris Peary Chief Private Banking Officer
Banking Finance News

U.S. Bank Wealth Management Names Chris Peary Chief Private Banking Officer

Business Wire
U.S. Bank announced that Chris Peary has been named chief private banking officer for Wealth Management Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena Peary will be responsible for advancing Wealth Management’s strategy to deliver integrated banking, credit and wealth solutions......
Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region
Banking Fintech News

Northern Trust Wealth Management Appoints Candice Nakagawa as Family Office Solutions Managing Director for the West Region

Business Wire
Northern Trust Wealth Management has appointed Candice Nakagawa as Family Office Solutions Managing Director for the West Region. Based in Los Angeles, Nakagawa will help lead the delivery of integrated services for affluent families whose financial lives have reached family office-level complexity. Read More on Fintech : Global FinTech Interview: AI and......
Integrity and LIT Financial Unite to Empower Next Generation of Insurance Leaders with AI-First Technology
Finance InsurTech News

Integrity and LIT Financial Unite to Empower Next Generation of Insurance Leaders with AI-First Technology

PR Newswire
Partnership combines a culture of mentorship and development with industry-leading technology, data insights and business support to drive sustainable growth and broader market reach Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it has partnered with Leaders......
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