CCBank Selects Tyfone For Digital Transformation
April 17, 20254 min
Bank selects nFinia to enhance omnichannel and small business experience
ARK Wealth Secures Two Prestigious Best Wealth Manager Awards
April 15, 20255 min
Noah Holdings Limited’s (“Noah” or “the Company”) (NYSE: NOAH, HKEX: 6686) newly launched global wealth management platform for global Chinese investors, ARK Wealth Management, has been recognized with two prestigious industry accolades: “Best Wealth Manager” at the 2025 Hong Kong Euromoney Private Banking Awards and “Best Independent Wealth Manager – China” at the 14th Asian Private Banker Awards for Distinction 2024. These award wins reflect ARK Wealth Management’s emergence as a global wealth management powerhouse, combining enduring...
SmartsAI Contracts Launches AI Wealth 3.0
April 14, 20256 min
The globally recognized artificial intelligence financial platform SmartsAI Contracts (also known as Smarts AI Contracts) has announced the official launch of its latest generation intelligent asset management system—AI Wealth 3.0. This system, developed over two years, is based on multidimensional user data and evolving trends in the financial market, marking a new phase in AI-driven wealth management towards “true personalization.” AI Wealth 3.0 integrates core technologies such as AI risk modeling, dynamic asset rebalancing, automatic...
Schwab’s Alternative Investments Platform Now for Eligible Retail Investors
April 11, 20258 min
New offer builds on Schwab’s broad array of wealth, advice and investment management solutions to meet the evolving needs of high net worth and ultra-high net worth clients.
Former Franklin Templeton Exec Joins to Strengthen TIFIN’s Executive Team
April 10, 20254 min
Appointment follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India.
Arta Finance Launches Arta AI: Private Wealth Guided by AI
April 7, 20259 min
Arta AI is a new way to engage with wealth management through a suite of AI agents —intelligent, personalized, and always available.
M&T Bank (NYSE: MTB) has announced Charles Pinckney, Regional President for Albany, will take on the additional responsibility of Regional President for M&T Bank’s Hudson Valley region. Pinckney has assumed these additional responsibilities to help strengthen M&T’s presence in the community and enhance service to customers throughout the region. Pinckney succeeds Mark Stellwag, who announced his planned retirement at the end of 2024. In this expanded role, Pinckney will partner closely with the community bank leadership team for the...
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
March 13, 20258 min
LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie...
Brian McDonald Joins TIFIN as Executive in Residence
March 11, 20254 min
TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for...
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform