Wealth Management - FinTecBuzz

William Blair Names Stewart Licudi Head of European Investment Banking

January 8, 20254 min

William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Stewart Licudi as the firm’s head of European investment banking. Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe. “Stewart draws on decades of delivering world-class outcomes for clients and has played a pivotal role in expanding our capabilities across the continent. He has been living into and epitomizing our culture of collaboration...

by PRNewswire

Investments

Indivisible Partners Launches Independent Advisory Firm

January 7, 20259 min

Company Welcomes $640 Million New York-Based Woodring I LeRoy Capital Advisors as Inaugural Team

by PRNewswire

Platforms

Pocketnest Announces Canadian Market Expansion

December 27, 202415 min

Fintech makes AI-enabled platform available to Canadian financial institutions

by FTB News Desk

In-House Features

A Roundup of Innovations, the Future of Finance

December 20, 202422 min

From AI-powered wealth management to blockchain-based transactions, fintech is composing a new symphony for the financial world. This roundup explores the key innovations orchestrating this transformation.

by BusinessWire

Compliance & Scoring

intelliflo redblack delivers 110+ customer-driven product enhancements

December 17, 202425 min

intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...

by PRNewswire

Investments

Lido Advisors Announces Partnership with Avitas Wealth Management

December 12, 20244 min

Avitas to Join with more than $1.1 Billion in RAUM and Enhance Lido's Los Angeles Home Base

by BusinessWire

Platforms

Orion Announced Chris Shutler as Head of Strategy

December 10, 20244 min

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Chris Shutler, CFA, as Head of Strategy. In his new role, Chris leads the development and execution of corporate strategy, including market analysis and growth opportunities. Chris also serves as a trusted advisor and thought partner to the executive leadership team, facilitating effective decision-making and communication while overseeing special projects. He reports...

by BusinessWire