Tag : wealth management

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
Investment Services News

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Fintech News Desk
by Fintech News Desk0
PCIA adds $1.75 billion team with remote wealth management capabilities Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*. “Joining Prime Capital Investment......
Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
Finance Fintech News

Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

Fintech News Desk
by Fintech News Desk0
Docupace Platform specially-designed to meet the needs, flexibility and delivery requirements of the RIA market Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its RIA Productivity Suite, designed to optimize operations for advisory firms of all sizes – empowering them to......
ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing
Finance News

ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Fintech News Desk
by Fintech News Desk0
Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
Apex Fintech Solutions and Unifimoney Announce Partnership
Fintech News

Apex Fintech Solutions and Unifimoney Announce Partnership

Fintech News Desk
by Fintech News Desk0
Enables community financial institutions to equip account holders with access to a full suite of digital wealth management services Apex Fintech Solutions, the powerhouse enabling seamless access, frictionless investing, and scalable infrastructure for hundreds of leading fintech companies, announced a partnership with Unifimoney Inc. (“Unifimoney”) a multi asset digital wealth management......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
by Fintech News Desk0
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform
Cryptocurrency Finance News

Unifimoney and Gemini Enable Credit Unions and Community Banks With Turnkey Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Collaboration helps credit unions and community banks better serve their 200m+ customers with self-directed investing wealth management services Unifimoney Inc. announced a collaboration with Gemini Trust Company that enables Credit Unions and Community Banks to trade over 80 cryptocurrencies. The offering is provided through Unifimoney’s turnkey crypto and digital wealth management......
Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services
Finance News

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services

Fintech News Desk
by Fintech News Desk0
Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, and Wescom Credit Union (Wescom) announced that Wescom Financial Services (WFS) will transition its broker-dealer services to CFS under a dual program......
Broadridge and IntraFi Partner to Offer Securities-Based Lending
Lending News

Broadridge and IntraFi Partner to Offer Securities-Based Lending

Fintech News Desk
by Fintech News Desk0
Partnership provides IntraFi’s 3,000 network members access to Broadridge’s best-in-class SBL technology and participation in its Wealth Lending Network Amid an increased demand for wealth lending generally and securities-based lending (SBL) specifically, global Fintech leader, Broadridge Financial Solutions, Inc. announced a partnership with IntraFi to offer a streamlined securities-based lending service for......
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