Tag : wealth management

Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......
ApeX Protocol Announces Its Initial NFT Offering Plan
Cryptocurrency News

Apex Crypto Secures New York BitLicense

Fintech News Desk
by Fintech News Desk0
Apex Fintech Solutions Inc., the “fintech for fintechs” powering innovation and the future of digital wealth management, announced that the New York State Department of Financial Services has approved its subsidiary, Apex Crypto LLC’s (“Apex Crypto”), application for its virtual currency license, also known as the “BitLicense.” Customers of Apex......
iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies
Blockchain Cryptocurrency News

iCapital and Golub Capital Partner to Expand Access to Private Credit Strategies

Fintech News Desk
by Fintech News Desk0
iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, has partnered with Golub Capital, a market-leading direct lender, to provide wealth managers on the iCapital platform with access to Golub Capital’s private credit strategies. “We look forward to working with......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
by Fintech News Desk0
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
Farmers National Banc Corp. and Emclaire Financial Corp. Announce Merger
Banking News

Farmers National Banc and Emclaire Financial Announce Merger

Fintech News Desk
by Fintech News Desk0
Farmers National Banc Corp., the holding company for The Farmers National Bank of Canfield, and Emclaire Financial Corp., the holding company for The Farmers National Bank of Emlenton (“Emlenton Bank”), jointly announced that they have entered into an agreement and plan of merger (the “Agreement”). Pursuant to the Agreement, each......
Fidelity Investments Rolls Out New Features on Bond Trading Platform
News Trading

Fidelity Investments Rolls Out New Features on Bond Trading Platform

Fintech News Desk
by Fintech News Desk0
Bond Beacon, Fidelity Institutional’s Digital Fixed Income Trading Solution Accessible Through the Wealthscape Platform, Now Available to All Wealth Management Firms Fidelity Investments announced new features and expanded access to Fidelity Bond Beacon, a Fidelity Institutional solution designed to provide wealth management firms with a comprehensive platform to manage all......
UMB Private Wealth Management Live on the SEI Wealth Platform
Fintech News

UMB Private Wealth Management Live on the SEI Wealth Platform

Fintech News Desk
by Fintech News Desk0
Partnership and Connection at the Core of Organizational Transformation and Future Growth SEI announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth Platform (SWP), providing UMB’s clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution. UMB selected SWP to manage their......
Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments
Investment Services News

Hywin Wealth, VP Bank Report Finds Strong APAC Demand for Private Market Investments

Fintech News Desk
by Fintech News Desk0
Demand for private market opportunities is strong among investors in the Asia Pacific region, according to a new industry report jointly issued by Hywin Holdings Ltd, a leading independent wealth management service provider in China, with Liechtenstein-based VP Bank Ltd. and WealthBriefingAsia. Over three quarters, or 77% of wealth management......
Trustmark National Bank Enters Agreement to Sell Corporate Trust Business to The Peoples Bank, Biloxi, Mississippi
Banking News

Trustmark National Bank Enters Agreement to Sell Corporate Trust Business to The Peoples Bank, Biloxi, Mississippi

Fintech News Desk
by Fintech News Desk0
Trustmark National Bank, a wholly-owned subsidiary of Trustmark Corporation, and The Peoples Bank, whose parent company is Peoples Financial Corporation announced the two companies have entered into a definitive agreement whereby Trustmark will sell substantially all the assets of its Corporate Trust business to The Peoples Bank. The transaction is......
Forescite Partners with Apex Fintech Solutions to Enable Equity and Cryptocurrency Trading
Cryptocurrency Fintech News

Forescite Partners with Apex Fintech Solutions to Enable Equity and Cryptocurrency Trading

Fintech News Desk
by Fintech News Desk0
Customers can now trade equities and cryptocurrencies through Investall app Forescite, a New York City-based FinTech company revolutionizing the journey to a secure financial future, today announced that it has partnered with Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, subsidiaries......
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