Tag : wealth management

Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
Unifimoney Brings Digital Wealth Management to Jack Henry's Banno Digital Platform
Digital Investment Services News

Unifimoney Brings Digital Wealth Management to Jack Henry’s Banno Digital Platform

Fintech News Desk
by Fintech News Desk0
Community and regional financial institutions can offer accountholders the ability to trade thousands of stocks and ETFs as well as over 70 cryptocurrencies and precious metals Unifimoney Inc. announced that its digital wealth management investment platform is now accessible through Jack Henry’s Banno Digital Platform. The integration enables community and......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
iCapital Expands Strategic Partnership With Bank of Singapore
Banking Fintech News

iCapital Expands Strategic Partnership With Bank of Singapore

Fintech News Desk
by Fintech News Desk0
Deal deepens iCapital’s relationship with one of the fastest growing Asian private banks and accelerates fintech firm’s growth across the APAC region iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that iCapital has acquired Bank of Singapore’s......
Lincoln International Expands Expertise & Offering for Financial Institutions
Finance News

Lincoln International Expands Expertise & Offering for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Industry Experts Join Firm to Bolster Global M&A Advisory Capabilities Lincoln International, a leading global investment banking advisory firm, announced the addition of three senior hires to strengthen and expand the firm’s global capabilities offered to financial institutions. The addition of Managing Directors Jay Bliley in New York and Antoine......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth
Finance News

Zoe Announces Partnership With New York-Based RIA Firm, Future You Wealth

Fintech News Desk
by Fintech News Desk0
Zoe, a leading platform that connects clients with interest-aligned financial advisors, announced their continued partnership with Future You Wealth. Two years ago, the registered independent advisory firm (RIA) underwent a rigorous due diligence process by Zoe to ensure that it is one of the top 5% nationwide. The partnership enables clients to connect with......
Lincoln Financial Network Strengthens Commitment to Diversity and Inclusion with New Head of Multicultural Markets
Finance News

Lincoln Financial Network Strengthens Commitment to DEI with New Head of Multicultural Markets

Fintech News Desk
by Fintech News Desk0
Samantha Hunter brings more than 15 years of experience in development initiatives to support financial professionals and their practice needs Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the appointment of Samantha Hunter as Head of Multicultural Markets. In this role, Hunter will focus......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
Financial Gravity Rolls Out Enhanced Planning Software
Finance News

Financial Gravity Rolls Out Enhanced Planning Software

Fintech News Desk
by Fintech News Desk0
Financial Gravity Companies Inc., announced their Tax Master Network (TMN) subsidiary has rolled out an “import tax return” facility to make their Tax Ninja planning software even easier to use. Traditional tax-planning tools produce pages of dense spreadsheets that do nothing to tell clients how to pay less. TMN’s Tax......
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