Tagged: wealth management

August 24, 2024 @ 2:55 pm By Omar Faridi  |  

The SUBSCRIBE alternative investment technology platform that helps institutional and wealth manager firms digitalize, centralize, and operate their complex private market programs is now available to financial advisors affiliated with MML Investors Services, a  independent broker/dealer and investment adviser subsidiary of MassMutual Vaughn Bowman, CFA,… Read More

August 18, 2024 @ 4:48 pm By Omar Faridi  |  

SigFig, a digital wealth management solutions and technology provider for financial institutions and their advisors, announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative digital experiences for “the most essential aspects of financial advisor and client relationships, Engage is… Read More

July 27, 2024 @ 8:42 am By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry,  announced a strategic relationship with Ashton Thomas Private Wealth, part of Arax Investment Partners, to provide financial advisors and their high-net-worth clients with streamlined data management and simplified access to… Read More

July 13, 2024 @ 5:18 pm By Omar Faridi  |  

Bank of Ireland has announced the establishment of a new division – Wealth and Insurance. Bank of Ireland’s wholly owned subsidiaries, Davy (Wealth and Capital Markets) and New Ireland Assurance, will be part of this new division. The Wealth and Insurance division will be “led… Read More

July 9, 2024 @ 12:11 pm By Omar Faridi  |  

Volante Technologies, the global enabler of payments as a service, announced that Azqore, a business and technology partner for wealth managers, has selected Volante’s Payments as a Service (PaaS) to deliver SEPA instant payments and ISO 20022 messaging services to its customer base. Azqore and… Read More

June 22, 2024 @ 10:27 am By Omar Faridi  |  

High-net-worth individuals believe U.S. stocks offer the best opportunities for growing assets, but that conviction is less held by younger investors finds the 2024 Bank of America (NYSE: BAC) Private Bank Study of Wealthy Americans. Millennials and Gen Z are increasingly looking “beyond the traditional… Read More

June 9, 2024 @ 1:00 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced that iCapital Network Canada Ltd., a Canadian investment fund manager and affiliate of iCapital group has been appointed Investment Fund Manager in Canada for Prime Quadrant Alternative Investment… Read More

May 26, 2024 @ 10:45 pm By Omar Faridi  |  

Wealth platform Lightyear is announcing the launch of its high interest Vaults. These will reportedly be paying UK savers 5.19% AER – which is said to be “the highest rate currently available out of all flexible interest-earning products with no strings attached in the UK.”… Read More

May 2, 2024 @ 7:48 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced the launch of a unique multi-strategy private market offering with Resona Bank, a commercial bank in Japan that provides a wide range of services including trust business. The… Read More

April 18, 2024 @ 11:30 pm By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, a one-stop-shop connecting wealth managers and advisors “with a broad menu of alternative investment opportunities across private equity, private debt, infrastructure, real assets and… Read More

April 14, 2024 @ 10:05 am By Michael Wong  |  

Global fintech platform iCapital, which is renowned for driving the world’s alternative investment marketplace, has announced a strategic partnership with global credit specialist Bain Capital Credit, L.P. This collaboration is set to provide financial advisors and high-net-worth investors with enhanced access to a suite of… Read More

April 2, 2024 @ 7:13 am By Omar Faridi  |  

J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool reached this milestone just over a year since its launch. Available for free in the Chase Mobile app and on Chase.com, Wealth Plan is a digital money… Read More

March 28, 2024 @ 5:14 pm By Omar Faridi  |  

FusionIQ, a firm focused on the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced the launch of its FIQ Market One on the FusionIQ One platform. The product marks a significant shift in the wealth management… Read More

March 6, 2024 @ 4:22 pm By Omar Faridi  |  

JP Morgan Asset Management (JPMAM), a global asset manager with US$213 billion in alternative assets under management, and iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership to open up access “for APAC wealth managers… Read More

March 4, 2024 @ 11:14 am By Omar Faridi  |  

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth management software company that uses behavioral science to optimize investment decision making for brokerages,… Read More

February 18, 2024 @ 1:41 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface… Read More

February 10, 2024 @ 4:17 pm By Omar Faridi  |  

Farther, which claims to be among the nation’s leading technology-centric wealth management firms, announced recently its latest assets under management (AUM) of $2.2 billion, demonstrating a 4x year-over-year increase. Since its founding in 2019, Farther claims that it has “experienced record-breaking growth, fortifying its position… Read More

February 7, 2024 @ 10:41 am By JD Alois  |  

Anchorage Digital, an institutional digital asset platform, and FusionIQ say they can now offer crypto investments for financial advisors and institutions. Going forward, financial advisors and institutions will be able to access regulated digital assets alongside more traditional asset classes. The two firms describe the… Read More

January 30, 2024 @ 7:42 am By Omar Faridi  |  

Bitpanda is announcing the launch of Bitpanda Wealth, which is described as the specialized service tailored specifically to meet the unique needs of High-Net-Worth Individuals (HNWIs), Family Offices, External Asset Managers and Corporate Treasuries. Responding to the demands of investors in our current markets in… Read More

January 28, 2024 @ 7:00 pm By Omar Faridi  |  

Maybank through its Islamic Banking arm, Maybank Islamic Berhad recently launched the Shariah-compliant portfolio financing solution, “making it the first Islamic bank in the country to do so, adding to the myriad of offerings for wealth creation and wealth accumulation under the Bank’s Islamic Wealth… Read More