Wealth Management - FinTecBuzz

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...

by BusinessWire

Investments

Advyzon Announces Auria, New Product for Family Offices & UHNW Clients

November 18, 20244 min

Integrated solution from Advyzon Institutional redefines family wealth management

by PRNewswire

Investments

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....

by BusinessWire

Payments

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,...

by PRNewswire

Banking

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

by GlobeNewswire

Risk Management

LPL Financial Launches Curated AI Solutions for Advisors

November 13, 20247 min

LPL Financial LLC, a leader in the wealth management industry, is helping its advisors spend more time on what matters with the launch of a curated program – AI Advisor Solutions – designed to help advisors maximize their days, deliver bespoke client experiences, and leverage data to provide more sophisticated and personalized financial advice. Nearly a third of financial advisors say they do not have enough time to spend with clients, according to J.D. Power’s 2023 U.S....

by PRNewswire

Insurance

GDS Wealth Management Partners with ClearMatch and EverSafe

November 13, 20245 min

GDS Wealth Management, a wealth management firm based in Flower Mound, Texas, has partnered with ClearMatch and EverSafe to bring additional services to their clients. As a wealth management company that prides itself on quality service, GDS sought to fill two critical gaps in their clients’ holistic financial needs: health insurance coverage and identity theft and fraud protection. ClearMatch ClearMatch, an unbiased service that helps individuals choose a healthcare plan that aligns with their health and financial needs,...

by PRNewswire

Investments

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 12, 20244 min

This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.

by PRNewswire

Investments

Sequoia Financial Group Acquires Family Asset Management

November 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

by BusinessWire

Investments

Miracle Mile Advisors Opens Chicago Office

November 6, 20244 min

National RIA expands to Chicago, enhancing wealth management offerings in the Midwest

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