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.
Appointment follows addition of former LPL executive, Rob Pettman as TIFIN President and international expansion with TIFIN India.
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 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...
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
Seasoned industry executive fills leadership role at surging independent RIA firm led by James Bogart
Infini is redefining the fintech landscape by seamlessly integrating crypto solutions into traditional banking. With a vision to empower users through secure, intuitive, and innovative financial services, Infini is revolutionizing how individuals engage with digital assets. Bridging Web2 and Web3: The Genesis of Infini Founded in 2024 by a team of financial experts and tech innovators Crypto Whale Christian Li and Tech Lead Ryan Sun Infini was created to make financial empowerment accessible to all. Headquartered...
WealthManagement.com, the leading resource for financial advisors and wealth management professionals, is excited to announce the launch of its newly refreshed website. Designed with our readers and partners in mind, the updated site delivers a cleaner, faster, and more intuitive experience for accessing the content and tools you rely on. This update underscores WealthManagement.com’s commitment to providing cutting-edge digital tools and content tailored to the evolving needs of the wealth management industry. For Our Audience...
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