Wealth Management - FinTecBuzz

Fidelity® Unveils New ETF Model Portfolios for Wealth Management Firms

BusinessWireFebruary 20, 20254 min

New Target Allocation and Target Risk ETF Model Portfolios Expand Fidelity’s Robust Lineup of Portfolio Solutions Fidelity Data Highlights 9% YOY Growth in Advisors’ Portfolio Allocations to ETFs

Investments

Wealth Enhancement Acquires VanceGray Wealth Management, Inc.

PRNewswireJanuary 21, 20254 min

This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.

Investments

Lido Advisors Announces Partnership with Avitas Wealth Management

PRNewswireDecember 12, 20244 min

Avitas to Join with more than $1.1 Billion in RAUM and Enhance Lido's Los Angeles Home Base

Investments

Masttro Launches Next-Gen Platform for Wealth Management

BusinessWireDecember 2, 20244 min

New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients

Investments

HUDSONPOINT capital joins Arete Wealth network of wealth management firms

PRNewswireNovember 27, 20244 min

Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), is proud to announce HUDSONPOINT capital has joined its network of wealth management firms. HUDSONPOINT capital has significantly enhanced its capabilities and its access to exclusive investment opportunities by affiliating with Arete Wealth’s broker-dealer, registered investment advisor, and insurance agency. For over two decades, HUDSONPOINT capital has been dedicated to guiding clients towards more promising returns by providing access to alternative investment strategies and...

Investments

Financial Advisor Team Joins UBS Private Wealth Management in Miami

BusinessWireNovember 26, 20246 min

UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets. “On behalf of the entire...

Insurance

GDS Wealth Management Partners with ClearMatch and EverSafe

PRNewswireNovember 13, 20245 min

GDS Wealth Management, a wealth management firm based in Flower Mound, Texas, has partnered with ClearMatch and EverSafe to bring additional services to their clients. As a wealth management company that prides itself on quality service, GDS sought to fill two critical gaps in their clients’ holistic financial needs: health insurance coverage and identity theft and fraud protection. ClearMatch ClearMatch, an unbiased service that helps individuals choose a healthcare plan that aligns with their health and financial needs,...

Investments

Waverly Advisors Acquires 9258 Wealth Management

BusinessWireOctober 24, 20243 min

Waverly expands into Ohio with 25 locations nationwide

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

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