FTSE Russell Indices Added to Syntax Direct Platform
February 4, 20254 min
Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform
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
S64 to deliver alternative investment platform to AlTi Tiedemann Global
November 28, 20243 min
S64, the global alternatives fintech and solutions partner to the wealth management industry today announced that AlTi Tiedemann Global (“AlTi”), the leading independent global wealth manager, will utilise S64’s proprietary technology and product manufacturing in Europe and Asia. S64 will support AlTi to optimise operational efficiencies through platform management and digital distribution. AlTi is a leading independent global wealth manager providing entrepreneurs, multi-generational families, institutions, and emerging next-generation leaders with fiduciary capabilities as well as...
Range Raises $28 Million Series B Led by Cathay Innovation
November 27, 20244 min
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO
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...