Tag : wealth management

Northern Trust and EDS Announce New Collaboration with Uk-Based Asset Manager Redwheel
Digital Payments News

Northern Trust to Provide Custody and Benefit Payments to South Shore Regional Centre for Education

Business Wire
by Business Wire08
Northern Trust has been selected by South Shore Regional Centre for Education (SSRCE) and Tri-County Regional Centre for Education (TCRCE), to provide custody and benefit payment services for their CUPE (Canadian Union of Public Employees) Staff and Support Staff defined benefit pension plans. “Northern Trust has a long and great......
COMPLY Partners with Advyzon to Streamline Compliance Workflow Efficiencies for Wealth Managers
Compliance management News

COMPLY Partners with Advyzon to Streamline Compliance Workflow Efficiencies for Wealth Managers

PR Newswire
by PR Newswire034
Three strategic integrations with RIA in a Box’s MyRIACompliance software creates first-of-its-kind reporting and filing solution COMPLY, a leading provider of regulatory technology and compliance solutions for the financial services sector, announced three new points of integration with wealth management platform Advyzon: 13F Filing, Compliance Calendar and Employee Trade Monitoring.......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire040
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
ZEDRA Completes Rebranding of AlleyBe Group
Finance Fintech News

ZEDRA Completes Rebranding of AlleyBe Group

PR Newswire
by PR Newswire043
Strengthens ZEDRA’s operations in Malta and aligns with the firm’s Global Expansion services offering plans ZEDRA, the fast-growing global specialist in Active Wealth, as well as Corporate, Global Expansion, Funds, Pensions and Incentives services, announces it has completed the integration and rebranding of AlleyBe Group, a leading Maltese corporate service......
GoLogiq’s GammaRey Merger Paves Way for Two Potential Major FinTech Acquisitions with Aggregate Assets Under Management Exceeding $10 Billion
Fintech News

GoLogiq’s GammaRey Merger Paves Way for Two Potential Major FinTech Acquisitions with Aggregate Assets Under Management Exceeding $10 Billion

GlobeNewswire
by GlobeNewswire037
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, reports that its recently completed merger with GammaRey has enabled the company to now pursue two major fintech acquisition targets. The targets collectively have more than $10 billion in assets under management that are managed by more than 200......
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Fintech Funding News

Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital

Business Wire
by Business Wire054
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem Masttro, a leading wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families, announced a $43 million growth equity investment. The funding was led by FTV Capital,......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire058
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire054
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire063
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development
Fintech Funding News

Droit Raises $23 Million in Series B Funding Round, Supporting Global Growth and Wealth Product Development

PR Newswire
by PR Newswire096
The round was co-led by Pivot Investment Partners and UBS Droit, a technology firm at the forefront of computational law and regulation, announced it has closed a $23 million Series B investment in its latest funding round. The round was led by Pivot Investment Partners and UBS, the leading global wealth......
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