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Four Business Benefits of Generative AI in Wealth Management
Discover how this innovative technology can enhance investment strategies, automate financial processes, personalize client experiences, and improve risk management.
KIS Launches Third-Party Asset Management Business
Kuvare Insurance Services (KIS), a boutique asset manager that oversees approximately $19 billion in assets for various insurance operating companies owned by or affiliated with Kuvare US Holdings (Kuvare), today announced the launch of its third-party asset management business. Over the past two years under the leadership of Brian Roelke, President and Chief Investment Officer, KIS has built a seasoned team of insurance industry professionals and asset class specialists to drive portfolio performance across Kuvareâs...
Leading Global Bank Citi Unifies Global Wealth Management Business
âCiti Global Wealthâ to Deliver Full Spectrum of Products and Services Globally
Cash And Expense Management: Building Financeâs Influence In Midsize Businesses
Cash and expense management are two of the most powerful forms of leverage for finance leaders of midsize companies. When combined, they enable considerable decision-making influence in the realm of growth and expansion. When this superpower is compromised by inaccurate information, however, the business might find itself moving forward without the proper guidance to make sound purchase and investment decisions. Fortunately, according to the IDC InfoBrief âThe Finance Role in Best-Run Midsize Companies: Improving Decision Making...
Sequoia Financial Group Acquires Family Asset Management
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, today 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...
Lumin Digital Adds upSWOTâs Business Credit Tools to Banking Platform
Lumin Digital (Lumin), the leading cloud-native digital banking provider, announced its partnership with upSWOT, a top provider of innovative financial solutions. The partnership will bring upSWOT’s solution to Lumin’s entire community of banks and credit unions, enabling them to bundle various applications in one place and better serve their business members. upSWOT empowers financial institutions to better support their business customers by offering an ecosystem of interconnected tools and widgets within its Business Dashboard, including...
Waverly Advisors Acquires 9258 Wealth Management
Waverly expands into Ohio with 25 locations nationwide
Instantia partners with ION FX for trade execution and risk management
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...
Waverly Advisors Acquires CenterPoint Wealth Management
The acquisition expands Waverlyâs reach to new markets in the Indianapolis area