Financial Advisors: Prevent Tax Fraud with Fintech Solutions
Financial advisors can combat tax-related identity theft using fintech tools, proactive strategies, and security measures. Protect clients from growing fraud risks.
Financial advisors can combat tax-related identity theft using fintech tools, proactive strategies, and security measures. Protect clients from growing fraud risks.
The acquisition will strengthen and diversify Nationwide's portfolio, meeting more of the financial services needs of small businesses
Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors and a NewSpring Holding platform company, is thrilled to announce significant growth and milestones achieved in 2024. Celebrating its 25th anniversary, Wealthcare’s sustained momentum underscores its commitment to empowering advisors, driving growth, and providing unparalleled service to clients. Key Highlights of Wealthcare’s Remarkable 2024 Achievements: Continued Growth Across Affiliation Channels: In 2024, 15 new advisors joined Wealthcare, expanding the firm’s national presence to 29 states....
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...
Transaction follows a period of rapid growth and scaling, where Empyrean has emerged as a leading provider of integrated risk and performance management solutions for financial institutions. Funding will enable Empyrean to accelerate its product roadmap investments to address more ‘Office of the CFO’ software solutions, designed specifically for financial institutions, as well as expand sales and marketing to keep up with growing demand. Empyrean Solutions (“Empyrean”), a leading provider of risk and performance management...
LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated program – AI Advisor Solutions – designed to help advisors maximize their days, deliver bespoke client experiences, and leverage data to provide more sophisticated and personalized financial advice. Nearly a third of financial advisors say they do not have enough time to spend with clients, according to J.D. Power’s 2023 U.S....
MV Credit will Significantly Enhance Clearlake's Capabilities in Direct Lending and Private Credit to Sponsors and Other Clients MV Credit Acquisition will Bring Clearlake's AUM to Over $90 Billion and Clearlake Credit AUM to Over $28 Billion
BlackRock, Inc. has agreed to acquire Preqin, a leading independent provider of private markets data for £2.55 billion or approximately $3.2 billion in cash. Bringing together Preqin’s data and research tools with Aladdin’s complementary workflow capabilities in a unified platform will create a preeminent private markets technology and data provider. The acquisition adds a highly complementary data business to BlackRock’s investment technology, marking a strategic expansion into the fast-growing private markets data segment. Private markets...
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...