Tag : wealth management

iCapital-Network®-Broadens-Accredited-Investor-Access-to-Private-Investments-with-a-Robust-Menu-of-Fund-Offerings
Fintech News

iCapital Network Broadens Accredited Investor Access to Private Investments with a Robust Menu of Fund Offerings

Fintech News Desk
by Fintech News Desk0
iCapital poised to support the 80% of advisors likely to increase client allocations to private markets iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has launched the AMG Pantheon Fund, LLC, BlackRock Private Investments Fund, Carlyle......
Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
IDB Bank And Lido Advisors Announce Joint Venture
Finance News

IDB Bank And Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank and Lido Advisors, LLC announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth.......
CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
Blockchain Digital Asset Management Investments News

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

Fintech News Desk
by Fintech News Desk0
New alliance will explore use cases for blockchain, distributed ledgers and smart contracts, including faster investor authentication methods, reduction of transaction cost and friction, and enhancing product liquidity CAIS, the leading alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, announced a working collaboration to explore......
Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
by Fintech News Desk0
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
by Fintech News Desk0
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
BNY Mellon's Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds
Fintech News

BNY Mellon’s Pershing Launches New Business Unit, Pershing X(SM), to be led by Ainslie Simmonds

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) has appointed Ainslie Simmonds as President of Pershing X, a new business unit within Pershing that will design and build innovative solutions for the advisory industry. The new unit will accelerate Pershing’s delivery of consumer grade digital experiences to its clients, as well as the broader marketplace. Pershing X......
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
by Fintech News Desk0
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
The Onex Group Completes Investment in Wealth Enhancement Group
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
by Fintech News Desk0
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
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