wealth management - FinTecBuzz

Broadridge and Kyndryl to partner in Canadian Wealth Management

PRNewswireMay 14, 20245 min

Global Fintech leader Broadridge Financial Solutions, Inc., announced that it will acquire Kyndryl’s Securities Industry Services (SIS) wealth and capital markets technology platform. SIS solutions include clearing and settlement, account record keeping, tax and regulatory reporting, and integrated order management activities for Canadian financial services firms. Kyndryl intends to partner with Broadridge Canada by providing managed services and capabilities to SIS. “The partnership with Kyndryl and the acquisition of the SIS business further underscore Broadridge’s long-standing...

Investments

Edelman Financial Engines acquires Soundmark Wealth Management

BusinessWireMay 14, 20245 min

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

Investments

OneSeven welcomes Palm Coast Wealth Management

PRNewswireApril 4, 20243 min

Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven.

Investments

Mindset Wealth Management launches with tru Independence

BusinessWireApril 2, 20244 min

Mindset co-founders select tru to power independence and build a firm with differentiated investment management capabilities

Investments

Mercer Advisors acquires MDK Private Wealth Management

PRNewswireMarch 6, 20246 min

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), announced the acquisition of MDK Private Wealth Management, LLC (hereinafter “MDK”). MDK is a comprehensive wealth management firm located in Seattle, Washington. MDK, founded in 2020 by Co-Founders Paul Meyer, Jaimi Dennehy, and Chris Kalafatis and complemented by a highly qualified team of professionals, serves its Ultra High Net Worth (“UHNW”) clientele with assets under supervision of over $2.5 billion. MDK offers a full range of family...

Investments

Keebeck Wealth Management announced partnership with iCapital®

PRNewswireFebruary 23, 20244 min

Partnership leverages iCapital's innovative technology platform and comprehensive educational resources to enhance Keebeck's tailored solutions and investment opportunities.

Investments

iCapital® expands wealth management industry’s access to Architect

BusinessWireFebruary 15, 20245 min

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its groundbreaking portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles. Architect’s advanced...

Investments

Osaic welcomes Egéa Wealth Management

PRNewswireFebruary 8, 20244 min

Former LPL Financial Advisor, Alex Papadopoulos, moves his practice to Osaic for greater freedom and flexibility to better serve clients

Investments

Wealth management leaders to study future of the industry

BusinessWireNovember 1, 20239 min

Forward-looking study will analyze how worldwide shifts in investor demographics and needs are expected to transform the wealth industry

Crypto Currencies

TokenCoin’s innovative Wealth Management & Cryptocurrency Mining

GlobeNewswireOctober 13, 20239 min

In the finance and investment industry, finding the right path to financial prosperity can be a daunting task. With so many options available, it’s crucial to choose a reliable and innovative platform to manage your wealth and explore exciting opportunities like cryptocurrency mining and capital investment.TokenCoin, an industry leader in the field, offers a comprehensive wealth management plan that can help you achieve your financial goals and increase your passive income. TokenCoin: Pioneering Wealth Management...

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