Wealth management

Xtiva and partner Ezra Group Launch Performance Assessments and new Consulting Services for Wealth Management Firms

Tuesday, January 26, 2021 - 12:00pm

NEW YORK, Jan. 26, 2021 /PRNewswire-PRWeb/ --Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced a major alliance.

Key Points: 
  • NEW YORK, Jan. 26, 2021 /PRNewswire-PRWeb/ --Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced a major alliance.
  • "We are excited to be able to work with Xtiva and add our experience and consulting expertise to unlock opportunities for leading wealth management firms."
  • The combined resource of Xtiva and Ezra Group will enable wealth management firms to assess, define and execute strategies to build stronger organizational transformation and leverage of data for performance, in an accelerated time frame.
  • Xtiva Financial Systems provides the leading sales performance management (SPM) and incentive compensation management (ICM) systems for the financial services industry.

Farther Finance Launches Category Defining Wealth Management Tools That Pull The Private Banking Experience Forward

Monday, January 25, 2021 - 10:55pm

The next generation of wealth builders are trapped between do-it-yourself solutions, robo-advisors that are not personalized, and expensive private wealth management providers that are becoming increasingly inaccessible with absurdly high minimums.

Key Points: 
  • The next generation of wealth builders are trapped between do-it-yourself solutions, robo-advisors that are not personalized, and expensive private wealth management providers that are becoming increasingly inaccessible with absurdly high minimums.
  • Farther Finance Launches Category Defining Fintech Platform For Wealth Management and Accumulation.
  • Farther offers a simple and effective money management solution that removes the stress and guesswork from building and protecting wealth.
  • By combining modern technology tools with data-science driven insights, Farther delivers tailored investment solutions and advice for their clients.

CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill, a Leading High-Net-Worth RIA and Institutional Asset Manager with US$23 Billion in Assets

Monday, January 25, 2021 - 9:05pm

On a stand-alone basis, SBHs US$6.0 billion2 wealth management platform is CIs largest U.S. acquisition to date by asset size.

Key Points: 
  • On a stand-alone basis, SBHs US$6.0 billion2 wealth management platform is CIs largest U.S. acquisition to date by asset size.
  • Acquiring Segall Bryant & Hamill is a major step forward as we continue our U.S. expansion, said Kurt MacAlpine, CI Chief Executive Officer.
  • With this acquisition, CI has established a significant presence in U.S. wealth management, both in asset size and geographic reach.
  • CI managed and advised on approximately C$231 billion (US$182 billion) in client assets as at December 31, 2020.

StashAway announces Assets under Management of US$1billion

Sunday, January 24, 2021 - 8:00pm

StashAway is the first digital wealth manager in any of those regions to announce thatitmanages more than $1 billion USD.

Key Points: 
  • StashAway is the first digital wealth manager in any of those regions to announce thatitmanages more than $1 billion USD.
  • StashAway has surpassed US$1B inassets under management in42months, faster than it took theworld's largestdigital wealth managers, Bettermentand Wealthfront toreach the samemilestone.
  • StashAway is a digital wealth management platform that offers investment and cash management portfolios for both retail and accredited investors.
  • StashAway holds fund management licenses from Singapore's MAS and Malaysia's SC, and an asset management license from the Dubai Financial Services Authority.

StashAway announces Assets under Management of US$1billion

Sunday, January 24, 2021 - 8:00pm

StashAway has surpassed US$1Binassets undermanagementin42months, faster than it took the world's largestdigital wealth managers, Betterment and Wealthfront toreach the samemilestone.

Key Points: 
  • StashAway has surpassed US$1Binassets undermanagementin42months, faster than it took the world's largestdigital wealth managers, Betterment and Wealthfront toreach the samemilestone.
  • StashAway is a digital wealth management platform that offers investmentandcashmanagement portfolios for both retail and accredited investors.
  • It offers global growth-oriented investment portfolios targeting different levels of risk and StashAway SimpleTM, a straightforward cash management solution.
  • StashAway holds fund management licenses from Singapore's MAS and Malaysia's SC, and an asset management license from the Dubai Financial Services Authority.

Abundant Wealth Management Is Now A Retirement Income Store®

Sunday, January 24, 2021 - 5:00pm

The Retirement Income Store , powered by Sound Income Strategies, is a virtual store where individuals can find financial advisors, known as Income Specialists, who specialize in helping clients reduce their exposure to stock market risk so they can use their savings to generate reliable income for retirement.

Key Points: 
  • The Retirement Income Store , powered by Sound Income Strategies, is a virtual store where individuals can find financial advisors, known as Income Specialists, who specialize in helping clients reduce their exposure to stock market risk so they can use their savings to generate reliable income for retirement.
  • About the Retirement Income StoreLaunched in January of 2019, The Retirement Income Store is a subsidiary of Sound Income Strategies.
  • About Abundant Wealth Management: Abundant Wealth Management, located in Dallas, Texas, was founded by Eric M. Lardner.
  • Abundant Wealth Management is a franchise of The Retirement Income Store, LLC.

Louis Green Joins UBS as a Financial Advisor in New York

Thursday, January 21, 2021 - 3:00pm

UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.

Key Points: 
  • UBS Wealth Management USA announced today that Louis Green has joined the firm as a Financial Advisor in the 1285 Avenue of the Americas branch office in New York.
  • Louis has spent 23 years in the wealth management industry having most recently worked as a Senior Wealth Advisor at PNC Wealth Management and as an Investment Advisor at Deutsche Bank Private Wealth Management.
  • On behalf of UBS, we enthusiastically welcome Louis to the firm, said John Decker, 1285 Avenue of the Americas Market Head at UBS Wealth Management USA.
  • He has earned the Chartered Financial Analyst, Certified Financial Planner, Certified Private Wealth Advisor and the Chartered Alternative Analyst designations.

Sanwa Alterna Brokerage Launches Full-Stack Investment Management Solution For Private and Institutional Investors

Thursday, January 21, 2021 - 2:10pm

MONTREAL, Jan. 21, 2021 /PRNewswire/ -- Sanwa Alterna Brokerage , a globally recognised wealth management and investment firm based in Montreal, Canada, have today launched their latest full-stack investment management solution for clients across the globe.

Key Points: 
  • MONTREAL, Jan. 21, 2021 /PRNewswire/ -- Sanwa Alterna Brokerage , a globally recognised wealth management and investment firm based in Montreal, Canada, have today launched their latest full-stack investment management solution for clients across the globe.
  • Company executives have maintained that they can tailor their new investment management solution to cover all the unique requirements of both private individual and institutional investors.
  • Our executive portfolio managers will partner with the client, aligning the criteria and formulate a solution that guarantees they meet their financial destination," said Sanwa Alterna Brokerage ' Chief Executive Officer, Yamamura Nobuo.
  • Sanwa Alterna Brokerage was founded in 2011 to provide a streamlined wealth management and investment service for high-net-worth and ultra-high-net-worth private investors and corporate clients.

Calvetti Ferguson LLC Establishes CF Financial

Thursday, January 21, 2021 - 1:00pm

HOUSTON, Jan. 21, 2021 /PRNewswire/ --Calvetti Ferguson, one of the largest independent accounting and advisory firms based inTexas, announced today the launch of CF Financial.

Key Points: 
  • HOUSTON, Jan. 21, 2021 /PRNewswire/ --Calvetti Ferguson, one of the largest independent accounting and advisory firms based inTexas, announced today the launch of CF Financial.
  • Through CF Financial, Calvetti Ferguson is able to provide wealth management services to individuals and small businesses.
  • "CF Financial will serve as a financial hub for wealth management expertise and provide a range of wealth planning and investment management services to clients, which makes it a great fit for Calvetti Ferguson," said Jason Ferguson, Calvetti Ferguson Managing Partner and Co-Founder of CF Financial.
  • The combination of Calvetti Ferguson and CF Financial brings together complementary services."

AdvicePeriod Extends West Coast Reach with New Partner Advisor

Wednesday, January 20, 2021 - 7:00pm

Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.

Key Points: 
  • Niza was introduced to AdvicePeriod through its partnership with Ryan Shanks and FA MATCH, a pioneer in data-driven financial advisor recruiting.
  • She received her Certified Private Wealth Advisor designation (CPWA) from the Investments and Wealth Institute through the Yale School of Management.
  • "The fact that we are committed to taking a client-centric approach to wealth management is what attracts many Partner Advisors," explains Steve Lockshin, AdvicePeriod Co-Founder.
  • AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the critical decisions necessary for managing their wealth.