Tag : wealth management

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......
Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team
Fintech News

Following Major Client Growth, Mako Fintech Adds Powerful Reinforcements to Executive Team

Fintech News Desk
by Fintech News Desk0
Mako Fintech, a leading fintech platform that automates wealth management workflows, is pleased to announce that it has established a world-class executive team with the additions of three senior leaders to the organization. The refined leadership team comes in response to rapidly increasing client demand. “Their experience, energy and raw......
Lufax Releases First ESG Report Highlighting Commitment to Inclusive Finance
Fintech News

Lufax Releases First ESG Report Highlighting Commitment to Inclusive Finance

Fintech News Desk
by Fintech News Desk0
Report Outlines Achievements in Rural Revitalization, Empowering Small Businesses, Female Entrepreneurship, Carbon Neutrality and the Role of Technology Lufax Holding Ltd, a leading technology-empowered personal financial services platform in China, released its first Environmental, Social and Governance (ESG) report. The report highlights the Company’s long-term commitment to inclusive finance, improving access......
Babel Finance Opens Business Headquarters in Singapore, Appoints Shanshan Yu as CEO to Drive Expansion
Fintech News

Babel Finance Opens Business Headquarters in Singapore, Appoints Shanshan Yu as CEO to Drive Expansion

Fintech News Desk
by Fintech News Desk0
Babel Asia to strengthen firm’s global crypto services offering with an emphasis on compliance Babel Finance, a leading global cryptocurrency financial services provider, today announced the opening of a business headquarters in Singapore named Babel Asia, with Shanshan Yu appointed Chief Executive Officer (CEO). Babel Asia will enhance the company’s role as a key crypto player......
Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
by Fintech News Desk0
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
1