Tag : wealth management

Trofi Set to Launch Its Platform for Users to Access Crypto Products and Services
Cryptocurrency News

Trofi Set to Launch Its Platform for Users to Access Crypto Products and Services

Fintech News Desk
by Fintech News Desk0
The platform is offering exciting new crypto wealth management products and services Trofi is introducing a new user-friendly platform to provide crypto wealth management services and products, with an emphasis on bringing a variety of structured products to the market that are prevalent in traditional banking but not yet available in......
Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements
Compliance management News

Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firm using InvestorCOM to digitize the assessment of reasonably available alternative product recommendations and best interest rollover recommendations InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that Davenport & Company LLC, a leading wealth management and financial advisory firm, is using InvestorCOM’s compliance technology......
Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition
Finance News

Bluespring Wealth Partners Expands East Coast Hub With $265 Million Addition

Fintech News Desk
by Fintech News Desk0
New York-based Hudson Dynamic Retirement will bolster its suite of services by folding into existing Bluespring firm, US Financial Services, extending the hub’s footprint Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms,  announced the addition of Hudson Dynamic Retirement of Elmsford, New York. The......
New Report from TransUnion Reveals Rising Prices Stifle Canadians’ Personal Finance Optimism
Finance News

New Report from TransUnion Reveals Rising Prices Stifle Canadians’ Personal Finance Optimism

Fintech News Desk
by Fintech News Desk0
More than half of Canadians (56%) surveyed report that inflation and interest rate concerns impact purchasing behaviour despite current positivity TransUnion’s most recent Consumer Pulse study shows that while the majority of Canadians feel positive about their current personal finances as the economy continues to reopen, concerns about longer-term macro-economic pressures......
WesBanco Announces Indianapolis Loan Production Office
Banking Mortgage News

WesBanco Announces Indianapolis Loan Production Office

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announced that it has continued to successfully execute upon its strategy to seek additional long-term growth opportunities through the opening of a loan production office, focused on both commercial and residential mortgage lending, within the Indianapolis market. “WesBanco is focused on delivering long-term, sustainable......
American Investment Securities Group Chooses InvestorCOM to Digitize Rollover Recommendation Process
Compliance management News

AISG Chooses InvestorCOM to Digitize Rollover Recommendation Process

Fintech News Desk
by Fintech News Desk0
AISG will use InvestorCOM RolloverAnalyzer to make best interest rollover recommendations in compliance with PTE 2020-02 InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that American Investment Securities Group LLC (AISG), an independent broker-dealer, has selected InvestorCOM to digitize their rollover recommendation process and meet the......
HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
Banking News

HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management

Fintech News Desk
by Fintech News Desk0
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for HCL teams working with Avaloq products. These investments......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
by Fintech News Desk0
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
by Fintech News Desk0
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
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