management - FinTecBuzz

Sequoia Financial Group Acquires Family Asset Management

PRNewswireNovember 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

Investments

Waverly Advisors Acquires 9258 Wealth Management

BusinessWireOctober 24, 20243 min

Waverly expands into Ohio with 25 locations nationwide

Compliance & Scoring

BCT Digital ranked among top 70 global risk management firms by Chartis

PRNewswireOctober 10, 20243 min

Aims at top 25 rank in RiskTech100 report within three years

Risk Management

Instantia partners with ION FX for trade execution and risk management

PRNewswireOctober 8, 20243 min

ION, a global leader in trading and workflow automation software, high-value analytics and insights, and strategic consulting to financial institutions, central banks, governments, and corporate organizations, announces that Instantia has selected ION Foreign Exchange (FX) for trade execution, trade management, risk, and settlement management for its FX business. Australia-based Instantia is a digital FX, risk management, and payments company offering a client-centric way to manage currency exchange, FX strategies, and cross-border payments. The company boasts a leading risk management...

Investments

Perigon Wealth Management Enhances Leadership to Support Continued Growth

PRNewswireOctober 7, 20247 min

San Francisco-Based Firm Brings Aboard New CFO, and Adds Two New Management Positions to Enable Continued Strategic Expansion and M&A Activity

Investments

Waverly Advisors Acquires CenterPoint Wealth Management

BusinessWireOctober 4, 20243 min

The acquisition expands Waverly’s reach to new markets in the Indianapolis area

Compliance & Scoring

Matrixport announced the acquisition of Crypto Finance Asset Management

PRNewswireOctober 1, 20243 min

FINMA-supervised unit renamed Matrixport Asset Management AG

Investments

LPL Financial appoints New Head of Investment Management Solutions

GlobeNewswireSeptember 30, 20245 min

LPL Financial LLC, a leader in the wealth management industry, announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business. Belski brings more than 25 years of experience to LPL, most recently having served as global head of product...

Banking

BankUnited Names New Head of Treasury Management

BusinessWireSeptember 25, 20243 min

BankUnited Inc. announced it has named bank industry veteran Beth Hosen as executive vice president and head of treasury management, based in New York City. In this position, she will oversee the company’s treasury management sales, service and product, as well as its commercial card business. “Beth has an exceptional background and standard of achievement in our industry over many years and we are thrilled about her decision to join us,” said Lisa Shim, BankUnited...

Investments

Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics

BusinessWireSeptember 24, 20247 min

In addition, Kwanti named a finalist in the ThinkAdvisor 2024 Luminaries Awards

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