S&T Bank Enhances Consumer Banking With New Leadership

S&T Bank Enhances Consumer Banking With New Leadership

S&T Bank announced the appointment of Jason Forman as the executive vice president, director of consumer banking. S&T Bank is a full-service financial institution with assets of $9.2 billion and current operations in…

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iCapital Network Leverages U.S. Success to Accelerate International Growth

iCapital Network Leverages U.S. Success to Accelerate International Growth

iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced a series of milestones in its expansion into…

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Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Bridge Launches Powerful New Version of Wealth Management Data and Portfolio Accounting Platform

Next-gen data engine expands platform benefits, increases efficiency, accuracy and speed of advisors’ operations, coincides with new FinTech industry partnerships Bridge Financial Technology (“Bridge”), provider of an automation-driven portfolio management…

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Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s…

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SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

SIMON Expands Digital Wealth Management Platform to Include Exchange Traded Funds; Launches New Marketplace with Innovator’s Defined Outcome ETFs

SIMON Markets LLC (“SIMON”) announced it has expanded its digital platform to deliver financial professionals access to exchange traded funds (“ETFs”), launching its ETF Marketplace with the Buffer ETFs from…

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FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

FIDx Announces the Launch of FIDx Protection Intelligence to Radically Expand Annuity Distribution

The Proprietary Platform Enables Customizable Access to Annuities for Any Enterprise or Partner FIDx, a product-agnostic platform that connects annuities with wealth management platforms and other solution providers, announced the…

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Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Foreside Launches New Technology Solutions for Registered Investment Advisors, Broker Dealers, and Asset Managers

Products address Code of Ethics and personal account monitoring, best execution, education and training, advertising reviews, and cybersecurity Foreside Financial Group, a global provider of regulatory and compliance service and…

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UBS Hires Three Financial Advisors in Los Angeles and Orange County

UBS Hires Three Financial Advisors in Los Angeles and Orange County

UBS Wealth Management USA announced today that three financial advisors have joined the firm in California. Henry Anthony (Tony) Hernandez and Robert Magallanes will be based in Irvine, Orange County, and Carl…

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Ameritas Investment Company, LLC Chooses Entreda, A Wholly Owned Subsidiary Of Smarsh, To Provide Endpoint Cyber Risk And Compliance Software; Completes Roll Out To Independent Financial Professionals

Entreda’s Cybersecurity Compliance Platform, Together with Smarsh’s Information Archive Platform, help to Keep Ameritas Data Safe Entreda, an award-winning developer of integrated cybersecurity software and solutions for the wealth management…

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Santander Bank Expands Footprint with the Opening of a New Branch in Miami

Santander Bank Expands Footprint with the Opening of a New Branch in Miami

Marks investment for Santander Bank in the important south Florida market Santander Bank, N.A. (“SBNA”) today announced the opening of a new branch in Miami, Florida, marking an important next…

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