Global Fintech Interview with Christopher Smith, Head of Group Benefits at Guardian Life
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Tag : wealth management
Citi Launches Automated Securities Lending Solution for Wealth Managers in Partnership with Fintech Sharegain
Citi has launched the first fully automated securities lending solution for wealth management firms they custody, in partnership with fintech firm Sharegain. “Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.” Through Citi’s solution, wealth......
WealthSource Holdings Enters Into a Definitive Agreement to Acquire SurePath Wealth Management; Names Patrick Brewer President and CMO
Deal adds three financial advisor coaches and six marketing professionals, substantially augmenting the WealthSource value proposition nationally WealthSource Holdings announced that it has entered into a definitive agreement to acquire SurePath Wealth Management and will merge SurePath into WealthSource Partners, its registered investment advisory firm. Following the acquisition, WealthSource Partners......
Trulite Announces Leadership Changes
Trulite, Inc. is pleased to announce recent additions to its board of directors. The changes are preparing the company for its new positioning in the growing hydrogen and clean power technologies market. Chairman of the board, John White, who represents the largest investor group, said the board additions are effective January 1, 2021.......
Family Office Networks Announces Series A Capital Raise To Fuel Fintech Expansion
Family Office Networks, the largest collaborative family office community in the world, announced that it is embarking on a Series A capital raise to fuel business expansion in order to meet increased demand from its fast-growing fintech platform dedicated to the family office space. “With the number of millionaires and......
Wealthcare Expands Business Development Team with Two Key Additions
Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, announced the addition of Michael Murray and Thomas Roberts to its business development team. Both Murray and Roberts join the firm in the position of Senior Vice President of Wealth Management, focusing on......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS® has received two awards for its wealth management solutions and services at......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......