Tag : wealth management

Synovus Establishes $4 Million Charitable Giving Fund
Banking News

Synovus Establishes $4 Million Charitable Giving Fund

Fintech News Desk
by Fintech News Desk0
Synovus announced the establishment of the Here Matters Community Fund, a $4 million charitable giving fund through which Synovus will expand its investments in communities throughout the bank’s five-state Southeastern footprint. “We believe deeply in our purpose to help individuals and communities realize their full potential. Our new charitable giving......
Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year
Finance News

Integrated Partners Adds Welborn Financial, Completes Record Financial Advisor Recruiting Year

Fintech News Desk
by Fintech News Desk0
Integrated Partners, a national financial planning and registered investment advisory firm, completes a year of banner growth – adding 11 financial advisor teams totaling about $2.5 billion in assets serviced – capped with the addition of a new financial advisory team led by M. Kent Welborn, CFP, CEPA, AEP, CLU, and......
Morningstar to Acquire Wealth Management Platform Provider Praemium's UK and International Business
Investments News

Morningstar to Acquire Wealth Management Platform Provider Praemium’s UK and International Business

Fintech News Desk
by Fintech News Desk0
Fast-growing wealth management platform brings advisers choice and efficiency, enabling better advice for investors Morningstar and Praemium Limited have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to......
SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services
Banking Fintech News

SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services

Fintech News Desk
by Fintech News Desk0
SMC Entertainment, Inc. and its 100% wholly owned subsidiary Genesis Financial, Inc., a diversified financial services company with a focus on fintech-powered wealth management advisory services, are pleased to announce that they have retained Buckman, Buckman & Reid, Inc. (“BB&R”) to provide investment banking services, help in facilitating a capital......
Public Mint Partners with Abra to Tap Additional Source of Yield for EARN Platform
Blockchain Cryptocurrency News

Public Mint Partners with Abra to Tap Additional Source of Yield for EARN Platform

Fintech News Desk
by Fintech News Desk0
Public Mint, the fiat-based blockchain and payments infrastructure, has partnered with Abra, a leading wealth management platform with functionality for buying, selling, trading and earning interest on cryptocurrencies, to offer lucrative yield opportunities on the EARN program. Public Mint will deploy a portion of the funds allocated to the program to......
Galway Holdings Announces Acquisition of Simatree
Analytics News

Galway Holdings Announces Acquisition of Simatree

Fintech News Desk
by Fintech News Desk0
Provides New Level of Consulting and Analytics Capabilities Galway Holdings announced its acquisition of Virginia-based Simatree, a strategic advisory firm specializing in data, analytics, technology consultation and digital transformation. Fast-growing, Simatree has won multiple awards for its innovative and transformational digital and analytics solutions, founded by Patrick McCreesh, Wes Flores and Jay Williams, former NBA......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Fintech Automation Acquires Nearshore Developer Talent Provider DevBase
Fintech News

Fintech Automation Acquires Nearshore Developer Talent Provider DevBase

Fintech News Desk
by Fintech News Desk0
FinTech Automation, LLC acquires DevBase to provide top tech talent to America’s fastest-growing companies FinTech Automation, an open loop FinServ Infrastructure-as-a-Service platform, acquires U.S.-based DevBase, a nearshore staff augmentation company providing hiring, training, and management of hundreds of top caliber software engineers from over 13 countries to U.S.-based technology companies.......
Cetera Welcomes Industry Veteran Shawn Millerick
Finance News

Cetera Welcomes Industry Veteran Shawn Millerick

Fintech News Desk
by Fintech News Desk0
Millerick & Associates, which manages $190 million, joins Cetera from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Shawn P. Millerick, has joined Cetera Wealth Partners. Millerick & Associates, a New Hampshire-based practice with more than $190 million in assets, focuses on retirement income planning......
Ingalls & Snyder Works with Fintech Amicus.io to Offer Managed Donor-Advised Fund Accounts
Fintech News

Ingalls & Snyder Works with Fintech Amicus.io to Offer Managed Donor-Advised Fund Accounts

Fintech News Desk
by Fintech News Desk0
Amicus.io, the fintech company with a vision for a more generous world, announced that its patent-pending philanthropic platform for DAF 2.0 will be used by Ingalls & Snyder to launch a digital donor-advised fund (DAF) platform, making it among the first RIAs to offer clients custom managed DAF accounts. Amicus.io’s strategic......
1