Tag : wealth management

Republic Capital Group Investing in Creativemass, a FinTech Software Company
Banking Capital Markets Fintech Investment Services News

Republic Capital Group Investing in Creativemass, a FinTech Software Company

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, a firm specializing in providing investment banking services to the RIA, asset and wealth management communities, is announcing it is investing in Creativemass, a co-located U.S. and Australian financial services software company providing wealth management solutions through its flagship product, WealthConnect. Read More: GlobalFintechSeries Interview with Brandon......
Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
Fintech News

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
Temenos Strengthens Its Executive Committee to Accelerate Its Business Growth
Banking Fintech News

Global Tier One Bank, Itaú Private Bank International, from Itaú Unibanco Group, Selects Temenos SaaS to Power its International Banking Operations on a Single Wealth Management Platform

Fintech News Desk
by Fintech News Desk2
Temenos, the banking software company, announced that Banco Itaú (Suisse) SA and Banco Itaú International, affiliates belonging to one of the world’s largest private bank groups, Itaú Unibanco Holding SA (Itaú), have extended their relationship with Temenos to rapidly deploy Temenos Infinity Wealth and Temenos Transact on Temenos SaaS. Temenos’......
UBS Private Wealth Management Hires Leading Washington, D.C.-based Financial Advisor Team
Fintech News

UBS Financial Advisor Teresa Jacobsen Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Financial Advisor Teresa Jacobsen in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included. Overall,......
UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors
Fintech News

UBS Private Wealth Advisor Katerina Simonetti Named to Forbes/SHOOK List of Top Women Wealth Advisors

Fintech News Desk
by Fintech News Desk0
Recognition of an exceptional career in Financial Services UBS announced that Private Wealth Advisor Katerina Simonetti in the firm’s Northeast Private Wealth Management Market, has been named to the Forbes/SHOOK list of Top Women Wealth Advisors for 2020. In this year’s list of 1,000 women, 157 UBS advisors were included.......
Morgan Stanley to Acquire Eaton Vance
Capital Markets Fintech News

Morgan Stanley to Launch Wealth Management in Canada as Part of Its Leading Workplace Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley announced its plan to launch Morgan Stanley Wealth Management Canada, a full-service wealth management offering to complement the existing Shareworks by Morgan Stanley stock plan administrative services it provides to executives and employees who reside in Canada (subject to regulatory approval). Morgan Stanley has selected Canaccord Genuity as......
SS&C Technologies Completes Acquisition of Innovest Systems
Fintech News

SS&C Technologies Completes Acquisition of Innovest Systems

Fintech News Desk
by Fintech News Desk0
Glenn Schmidt named SS&C Innovest General Manager SS&C Technologies Holdings, announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C  to broaden its wealth management technology suite. Glenn Schmidt will continue to lead SS&C Innovest......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Business Capital Markets Fintech Investment Services News

iCapital Network Acquires Artivest, Extending iCapital’s Leadership Position in the Alternative Investments Technology Ecosystem

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Artivest, one of the most innovative technology companies for accessing and investing in alternatives, announced that they have entered into a definitive agreement under which iCapital will acquire the......
Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management
Business Capital Markets Fintech News

Envestnet Expands Canadian Footprint, Entering Strategic Partnership with Canaccord Genuity Wealth Management

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Canaccord Genuity Wealth Management, one of Canada’s preeminent wealth management firms and a division of Canaccord Genuity Group, will provide its advisors and internal portfolio managers with access to Envestnet’s unified advice platform. Canaccord Genuity Wealth Management’s advisors will be among the first in Canada to fully harness the seamless,......
Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms
Fintech Investment Services News

Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms

Fintech News Desk
by Fintech News Desk0
Investacorp, SSN and KMS to Become Part of Securities America in Phased Plan to Commence in Summer and Conclude by Year End Advisor Group, the nation’s largest network of independent wealth management firms, announced an organizational realignment to drive the accelerated delivery of its industry-leading technology, platforms and growth resources......
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