Tag : wealth management

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
Banking Finance Fintech News

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

Fintech News Desk
by Fintech News Desk0
Huntington Bank announced that Michael Maeser has joined the company as the Minneapolis-St. Paul area executive for its wealth-management arm, the Huntington Private Bank. He previously served as the longtime leader of Wells Fargo’s wealth-management business in the Twin Cities. In his new role, Maeser will oversee all aspects of the Huntington Private Bank’s......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Qualis Capital Commences SSO Integration with Envestnet
Finance Investments News

Qualis Capital Commences SSO Integration with Envestnet

Fintech News Desk
by Fintech News Desk0
Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors Qualis Capital LLC announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.......
Basketball Star Cade Cunningham Partners With BlockFi
Fintech News

Basketball Star Cade Cunningham Partners With BlockFi

Fintech News Desk
by Fintech News Desk0
Exclusive partnership to focus on cryptocurrency education, financial literacy, and democratized access to investing and saving BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced an exclusive, multi-year partnership with Cade Cunningham, a former member of the Oklahoma State University Men’s Basketball......
CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
Lafayette Square Hires Britt Stackhouse as Managing Director of Credit Origination in the Gulf Coast Region
Banking Fintech Investments News

Lafayette Square Hires Britt Stackhouse as Managing Director of Credit Origination in the Gulf Coast Region

Fintech News Desk
by Fintech News Desk0
Lafayette Square, an impact investment platform, announced today that Britt Stackhouse has been appointed managing director, concentrating on origination and business development for Lafayette Square’s credit strategy along the Gulf Coast. In this role, Stackhouse will help Lafayette Square source opportunities to provide capital to local businesses within Texas, Louisiana, Oklahoma, and Arkansas. “Britt’s twenty years......
iCapital Network Announces Relationship with Bridgewater Associates
Fintech News

iCapital Network Announces Relationship with Bridgewater Associates

Fintech News Desk
by Fintech News Desk0
Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced the expansion of its relationship with Bridgewater Associates (“Bridgewater”), a......
Giles Colwell Joins BlockFi as Head of North America and LATAM Institutional Distribution
Banking Cryptocurrency Fintech News

Giles Colwell Joins BlockFi as Head of North America and LATAM Institutional Distribution

Fintech News Desk
by Fintech News Desk0
BlockFi has also made several senior hires to focus on continued global growth of the company BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, named Giles Colwell as Head of North America and LATAM Institutional Distribution. BlockFi also announced additional executive appointments in North......
Access Softek
Banking Digital Mobile Banking News

Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVestTM

Fintech News Desk
by Fintech News Desk0
Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union, has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. EasyVest is a fully automated investment manager that seamlessly integrates with both online and mobile banking and gives credit union members a......
KOHO Launches Instant Pay Ushering In A New Era Of Payroll Infrastructure
Fintech News

KOHO Launches Instant Pay Ushering In A New Era Of Payroll Infrastructure

Fintech News Desk
by Fintech News Desk0
KOHO is making everyday a pay day for individuals all over the country. Furthering their commitment to equip all Canadians with control over their finances, the Toronto based Fintech has launched Instant Pay with select partners and users. Breaking the mold of the current payroll infrastructure, Instant Pay allows employees to access......
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