Tag : wealth management

Texas Regional Bank Completes Acquisition of AccessBank Texas
Finance InsurTech News

Texas Regional Bank Acquires Insurance Agency, Establishes Insurance Division

Fintech News Desk
by Fintech News Desk0
Texas Regional Bank (TRB) announced the addition of insurance to its suite of financial services. TRB Insurance will offer a wide range of products and services, including home, auto, and life insurance, as well as commercial insurance. “At TRB, we place a heavy emphasis on relationships; our goal is to......
J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
Finance News

J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Plan™ is available for free to all Chase customers and allows them to plan, save and invest in one place J.P. Morgan Wealth Management launched Wealth Plan, a free digital money coach that gives clients a full picture of their finances and helps them plan, save and invest,......
RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce
Finance News

RBC Wealth Management’s U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Fintech News Desk
by Fintech News Desk0
Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs Salesforce, the global leader in CRM, announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Estancia Capital Partners Announces Strategic Investment in InvestorCOM
Compliance management News

Estancia Capital Partners Announces Strategic Investment in InvestorCOM

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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 with Integrated Investment Solution

Fintech News Desk
by Fintech News Desk0
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
by Fintech News Desk0
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
by Fintech News Desk0
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......
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