Masttro Launches Next-Gen Platform for Wealth Management
December 2, 20244 min
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients
Front Street Capital Management Selects SEI for Custody and Advisor Tech
November 29, 20245 min
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth
Three New Advisors Team Up with Sowell Management in 3rd Quarter
November 28, 20246 min
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
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...
Pocketnest Forges Strategic Alliance with CU WealthNext
November 22, 20246 min
Fintech trailblazer partners with CUSO to ignite credit union innovation
Blend Taps Alex Sion as Financial Services Vertical Leader
November 19, 20247 min
Blend, a leader in data science and AI-powered solutions, announced today the appointment of Alex Sion as the Financial Services Vertical Leader. With over two decades of experience leading digital transformation across financial services giants like JP Morgan Chase, Citi, and fintech private equity investor Motive Partners, Alex will spearhead Blend’s mission to deliver end-to-end AI-driven solutions for the financial services industry. “Alex’s deep expertise and visionary approach to financial services innovation will be instrumental in driving meaningful...
Advyzon Announces Auria, New Product for Family Offices & UHNW Clients
November 18, 20244 min
Integrated solution from Advyzon Institutional redefines family wealth management
CAPTRUST Expands New England Presence with Boston Financial Management
November 15, 20244 min
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....
Visa Flexible Credential Goes Global: Transforms Card for Digital Future
November 15, 20249 min
First in the U.S., Visa Flexible Credential will roll out with the Affirm Card, a debit card that allows eligible consumers to easily buy now and pay later right from the Affirm app UAE-based Liv, the first digital bank in MENA to debut Visa Flexible Credential, allows frequent travelers access to multiple currency accounts from one card, making cross-border payments simpler than ever New flexible payments experiences debuted at Web Summit in Lisbon For years,...
Coldstream Appoints Rush Benton, CFA®, to Board of Directors
November 15, 20246 min
Gorman Jones CEO and former CAPTRUST executive brings extensive wealth management M&A experience to growing Pacific Northwest firm