Tag : wealth management

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......
CI Financial To Acquire Corient Capital Partners
Finance News

CI Financial To Acquire Corient Capital Partners, a US$5.0-Billion Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Addition of California RIA deepens CI’s presence in ultra-high-net-worth segment and increases U.S. wealth management assets to US$125 billion CI Financial Corp., announced an agreement under which CI will acquire Corient Capital Partners, LLC , a Newport Beach-based wealth management firm overseeing US$5.0 billion on behalf of ultra-high-net-worth individuals and families......
Rockefeller Capital Management Adds Private Wealth Team in Denver Region
Finance News

Rockefeller Capital Management Adds Private Wealth Team in Denver Region

Fintech News Desk
by Fintech News Desk0
Hablutzel Group Continues Firm’s Expansion across Colorado Rockefeller Capital Management, the integrated financial advisory firm, announced that the Greenwood Village-based Hablutzel Group has joined the company, furthering its presence in Colorado. “We’re very excited to welcome Brent and all the members of the Hablutzel Group to Rockefeller where they will......
TMX Group Limited Makes Strategic Investment in ETFLogic
Fintech Investment Services News

TMX Group Limited Makes Strategic Investment in ETFLogic

Fintech News Desk
by Fintech News Desk0
LOGICLY, powered by ETFLogic, brings institutional caliber investment research, analytics, and portfolio management tools to global financial advisors and institutions ETFLogic, a U.S. fintech company and leading provider of analytics and portfolio tools to the wealth management industry and investment fund manufacturers, announced that it closed an equity investment, agreeing......
Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
Business Finance News

Leading Australian Wealth Firm Selects Broadridge to Grow Securities Finance Business

Fintech News Desk
by Fintech News Desk0
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimising their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc., a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area......
Acardex To Launches the Biggest Decentralized Exchange on The Cardano Network
Investment Services News

Unifimoney Secures Seed+ Investment from Shop Your Way to Empower Community Banks and Credit Unions

Fintech News Desk
by Fintech News Desk0
The investment and strategic relationship will enable Unifimoney to further extend its support for Community Banks and Credit Unions and introduce new products powering the next generation of loyalty, credit and blockchain services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a strategic......
Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team
Banking News

Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated announced that Derric Hicks has been named the Group Manager for its new South Dallas Business Banking team. He will report to Dallas Market President Amanda Mahaney. Hicks, who has more than 20 years of experience in banking, will lead a team that will serve the southern sector of Dallas with a......
ISG to Publish Study on Digital Banking Platform Providers
Banking Digital Payments News

ISG to Publish Study on Digital Banking Platform Providers

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens™ report will examine how new digital technologies are helping banks transform themselves Information Services Group, a leading global technology research and advisory firm, has launched a research study examining providers of digital banking solutions at a time when traditional banks are under growing pressure to meet evolving......
WCM Return to Bay Street Program Continues to Relaunch Women’s Finance Careers
Capital Markets News

WCM Return to Bay Street Program Continues to Relaunch Women’s Finance Careers

Fintech News Desk
by Fintech News Desk0
WCM (Women in Capital Markets) is pleased to announce that applications are now open for the 2022 cohort of Return to Bay Street (RTBS). The returnship program brings women with prior work experience in finance back to the industry after taking a period of leave. Now in its twelfth year, this unique......
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