investment financial - FinTecBuzz

UBS Advisor Matt Odom Recognized on Forbes Best-In-State Wealth Advisors List

June 2, 20233 min

UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “We are incredibly proud to see Matt recognized for his achievements and commitment to helping clients achieve their financial goals,” said Chris Cannon, Knoxville Market Director at UBS Wealth Management USA. “Matt consistently goes above and beyond for his clients and exemplifies...

by BusinessWire

Investments

High-Net-Worth Population and Wealth Experience Significant Decline

June 2, 20239 min

Equity market plunge saw HNWIs lose $3 Trillion in wealth; North America retains top wealth spot, while Africa, Latin America, and the Middle East were the only growth regions

by PRNewswire

Investments

Paul J. Carbone Joins Larry H. Miller Company Board

June 2, 202310 min

Mary Lee Schneider Appointed as Board's Lead Independent Director Founding Director Dennis Haslam Retires from the Board

by PRNewswire

Investments

Investment technologies leader SigTech enters APAC market

June 1, 20233 min

SigTech, a leading provider of investment technologies, announces its entry into the Asia-Pacific (APAC) market. Building upon its recent partnerships with three of Australia’s top ten superannuation funds, SigTech is expanding its operations to better serve local customers and capitalize on the immense growth potential within the region. “In today’s macro environment, there is a clear need for innovative and differentiated technology solutions to challenges in trading and investing,” said Amy Wu, the newly appointed APAC Regional Director at...

by PRNewswire

Investments

Arbor Digital Announces New Partnership with DFD Partners

May 20, 20234 min

Arbor Digital is excited to share its new distribution partnership with DFD Partners, whose goal is to help investment management professionals expand their portfolio management perspectives by connecting them with a wide range of exceptional, differentiated asset managers. As a featured partner of DFD, Arbor Digital will continue on its mission to be the connection for financial professionals to the digital asset (r)evolution. Arbor Digital’s experience in digital asset investing powers their turnkey approach for financial advisors...

by BusinessWire

Investments

Trousdale Ventures Adds Finance Industry Leader to Investment Team

May 18, 20233 min

Trousdale Ventures, LLC., a preeminent privately-held investment firm (www.TrousdaleVC.com), is thrilled to announce the appointment of esteemed finance and data analytics authority, Sachin Seth, to the role of Finance and Climate Venture Capitalist. This strategic addition to the team enhances Trousdale’s leadership and aligns perfectly with the firm’s ambitious growth trajectory. With a rich 15-year tenure in the finance, data analytics, and semiconductor sectors, including a pivotal stint as a Senior Manager of Finance at...

by PRNewswire

Investments

MDOTM Ltd announces new ChatGPT-powered features in Sphere

May 18, 20233 min

Sphere's ChatGPT-powered Integration Provides Asset And Wealth Managers With New Tools To Enhance Investment Decision-Making

by BusinessWire

Investments

YCharts and Orion Release Integration Enhancement

May 18, 20233 min

This Integration enhancement by two wealthtech powerhouses, YCharts and Orion, creates a seamless workflow for advisors to enable smarter investment decisions and better client communications.

Newer Posts