Tag : wealth management

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
by PR Newswire0
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
Quam Plus Financial Unveils New Brand Name
Finance News

Quam Plus Financial Unveils New Brand Name

Fintech News Desk
by Fintech News Desk0
Embracing the Future and Setting Sights on New Development Opportunities Quam Plus International Financial Limited, a leading financial services corporation in Hong Kong, announced it was officially renamed on 21 July. The Group has organized the “Renaming Ceremony & Cocktail” at the Hong Kong Club in Central, Hong Kong, which......
Amber Group and HKD.com Forge Strategic Technology and Investment Partnership
Digital Asset Management Investment Services News

Amber Group and HKD.com Forge Strategic Technology and Investment Partnership

PR Newswire
by PR Newswire0
Amber Group, a leading provider of digital wealth management and crypto native liquidity solutions, announced that it reached an agreement on a strategic framework of investment and technology cooperation with Hong Kong Digital Asset Exchange (‘HKD.com‘), a first-of-its-kind digital assets exchange offering both online and physical branches along with a......
Mirador Unveils Enhanced Compensation Management Services
Fintech News

Mirador Unveils Enhanced Compensation Management Services

Business Wire
by Business Wire0
Mirador Empowers Advisors and Streamlines Operations with Cutting-Edge Tools Mirador, a leading managed services partner that provides best-of-breed financial reporting services, technology solutions, and products to the U/HNW wealth management industry, unveiled its revitalized compensation management services. Latest Fintech Interview: Global Fintech Interview with Ramy Ashour, Global Head of Enterprise......
Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit
Banking News

Kelly Johnston Returns to Mechanics Bank to Lead Wealth Management Unit

Business Wire
by Business Wire0
Accompanying her are private banking professionals Phil Donnici and Lauren Goeppert Mechanics Bank has appointed Kelly Johnston as executive vice president and director of wealth management. The industry veteran will lead the Bank’s longtime Wealth Management unit, with a focus on providing additional offerings in trust and estate services, retirement......
Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth
Fintech News

Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth

Business Wire
by Business Wire0
Vantage founder Matthew Pietzak and team are now part of Verdence, which expands its presence with first office in Florida Verdence Capital Advisors, a leading private wealth advisory firm, is announcing that it has acquired Vantage Private Wealth, a Naples, FL-based wealth management firm catapulting Verdence to over $3.4B in......
Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process
Compliance management Investment Services News

Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process

Business Wire
by Business Wire0
New integration enables firms and financial professionals to meet Reg BI and PTE 2020-02 rollover obligations and grow their businesses Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow their firms, announced its integration with InvestorCOM, a leading regulatory compliance software and communications solution for......
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