Kestra Private Wealth Services Recruits Experienced Financial Advisors
- 7 years 1 month ago
- Wealth Management
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, Inc., that supports independent advisor teams nationwide, announces the addition of White Cap Wealth Management (White Cap). Based in Provo, Utah, the advisory team at White Cap Wealth Management oversees approximately $150 million in assets and is led by David Johnston, President, and KC Johnston, Chief Financial Officer.
Finantix Brings AI to Wealth Management
- 7 years 1 month ago
- Artificial Intelligence, Wealth Management
Finantix, an established provider of components that empower sales and advisory processes for the financial services industry, today launched Finantix AI Gears for Wealth - a collection of engines, tools and data structures that accelerate the injection of Artificial Intelligence into wealth management platforms. The new offering brings tangible benefits by automating tasks, distilling intelligence, supporting decisions and enforcing compliance... more
Roubini ThoughtLab Releases Study Outlining Digital Imperatives in the Investment Industry
- 7 years 1 month ago
- Asset Management, Wealth Management
Leading global research firm, Roubini ThoughtLab, released its new study today titled, Wealth and Asset Management 2022: The Path to Digital Leadership. The research, which explores how digitalization, globalization, and consumerization will reshape digital leadership in the investment industry by 2022, is informed by a survey of 1,503 investment providers from 15 countries, in-depth interviews, and rigorous cost-benefit analyses.
Wealthsimple Launches in the UK
- 7 years 2 months ago
- Wealth Management
Wealthsimple, a leading digital wealth manager, continues to make smart investing accessible and low-cost to more people with today's announcement of the company's expansion to the United Kingdom.
A Modular API Approach to Digital Wealth Management
- 7 years 2 months ago
- Wealth Management
It has been almost 10 years since early B2C robo advisors launched their products and since then, the market has grown exponentially. Incumbents such as Blackrock, UBS, Vanguard and Charles Schwab have entered the space with their own robo advisory models. With increase in competition, the end customer benefits from transparent and low cost investing.
Sharpfin Turns to the Investdor Crowd for New Funding Round
- 7 years 3 months ago
- Wealth Management
Sharpfin AB, a Stockholm-based company developing the next generation of wealth management software, partners with leading Nordic equity crowdfunding platform Invesdor to raise funding.
Australia's ClearView Selects Iress Prime for Scaled Advice
- 7 years 3 months ago
- Wealth Management
IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.
JHC Launches Risk Analytics Tool for Wealth Managers
- 7 years 3 months ago
- Wealth Management
Wealth management fintech firm, JHC Systems (JHC) has today announced the launch of its digital risk analytics tool available through JHC Neon (Neon).
Dinosaur Merchant Bank Taps InvestCloud Digital Platform for Wealth Management
- 7 years 4 months ago
- Wealth Management
InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers. The Bank will be using InvestCloud’s flagship client portal solution, Blue.
Allfunds Unveils API
- 7 years 4 months ago
- Wealth Management
Allfunds is boosting the capacity of the wealth management industry to engage in the digital ‘fintech’ revolution by launching an API* Platform to over 550 leading financial institutions.
Apex Clearing Partners with InvestCloud to Deliver New Digital Advice Platform
- 7 years 4 months ago
- Wealth Management
Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform. Apex’s offering will allow FinTech startups and financial institutions alike to quickly take to market differentiated and personalized digital advisory services, using a fully featured, hyper-modular technology platform, with integrated, API-... more
JHC Systems Strengthens Sales Team with an Eye to Strategic Growth
- 7 years 5 months ago
- Wealth Management
Wealth management software firm, JHC Systems (JHC), has doubled its sales team in response to increasing demand for specialist financial technology in the UK and international markets. Leading the team is Edward Lopez, who joined JHC just over a year ago as Chief Revenue Officer. Other key appointments to the team include Noel Montaigue, Swati Barve and Jane Boorman.
Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year
- 7 years 5 months ago
- Wealth Management
CreditEase Wealth Management was named "Best Wealth Management Firm of the Year" in the inaugural China Independent Wealth Management category, by Asiamoney. This award is the second global recognition within half a year for CreditEase Wealth Management, after receiving the Asian Banker's award for "Best Non-Bank Private Wealth Product" in December 2016.
Appway Wins Private Banker International’s 2017 Award for Outstanding Wealth Management Technology Provider – Middle Office
- 7 years 5 months ago
- Wealth Management, Banking
Appway was awarded “Outstanding Wealth Management Technology Provider – Middle Office” for the very first time at the 4th annual Private Banker International Awards. The prestigious event, held on June 8 at the Waldorf Hilton in London, awards accolades to those that demonstrate innovation and distinction among their peers in private banking.
