Bitwise Brings Crypto Model Portfolios to Nitrogen Advisor Platform
May 25, 20264 min
Models bring strategic crypto exposure to the AI-powered platform trusted by tens of thousands of financial advisors.
Financial Advisor Team Joins UBS Private Wealth Management in Miami
November 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...
Beazley, Convex, Esure, FWD Group and 10th Bridge Exemplify Operational Excellence in Investment Accounting
Arria NLG, a leading provider of natural language generation (NLG) technologies, has appointed Managing Director and Innovation Strategist, Mark Goodey, to cement Arria Investment Analyst as the Banking, Financial Services, and Insurance (BFSI) industry leader. Arria Investment Analyst uses natural language technologies to bring 100 percent accuracy to investment analysis and to create data-driven investment commentary. “I am excited to lead this initiative,” said Goodey. “Arria’s Investment Analyst uses natural language technology to analyze investment portfolio performance. It’s...