Outlook on the WealthTech Solution Global Market to 2028 - by Component, End-user, Organization Size, Deployment Mode and Geography
21 oct. 2021 05h48 HE
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Research and Markets
Dublin, Oct. 21, 2021 (GLOBE NEWSWIRE) -- The "Global WealthTech Solution Market Forecast to 2028 - COVID-19 Impact and Global Analysis By Component (Solution and Services), End User (Banks, Wealth...
Raymond James Financial to Acquire TriState Capital Holdings
20 oct. 2021 17h31 HE
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Raymond James Financial
ST. PETERSBURG, Fla. / PITTSBURGH, Pa., Oct. 20, 2021 (GLOBE NEWSWIRE) -- Raymond James Financial, Inc. (NYSE: RJF) and TriState Capital Holdings, Inc. (NASDAQ: TSC) have entered into a definitive...
Raymond James Rolls Out Alerts Portal, Creating Increased Efficiency and Collaboration Among Financial Advisors and Their Teams
19 oct. 2021 13h01 HE
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Raymond James Financial
ST. PETERSBURG, Fla., Oct. 19, 2021 (GLOBE NEWSWIRE) -- Demonstrating the firm’s commitment to supporting financial advisors through innovative technology and its continued investment in the...
Alex. Brown Hosts Second Invitational Golf Tournament, Benefiting PGA Reach
18 oct. 2021 17h02 HE
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Raymond James Financial
West Nyack, New York, Oct. 18, 2021 (GLOBE NEWSWIRE) -- Alex. Brown, a division of Raymond James, proudly hosted the second Alex. Brown Invitational golf tournament on Monday, September 27, 2021, at...
F2 Strategy Hires Banking and WealthTech Leader Andrea Bornstein-Bayer as Chief Operations Officer
13 oct. 2021 12h00 HE
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F2 Strategy
Santa Cruz, CA, Oct. 13, 2021 (GLOBE NEWSWIRE) -- F2 Strategy, a WealthTech management consulting firm, today announced the appointment of Andrea Bornstein-Bayer as chief operations officer. A...
Raymond James Launches “Practice Exchange,” a Robust and Holistic Succession Planning Platform for Financial Advisors
11 oct. 2021 15h48 HE
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Raymond James Financial
ST. PETERSBURG, Fla., Oct. 11, 2021 (GLOBE NEWSWIRE) -- Building on its industry-leading succession and acquisition planning support for financial advisors, Raymond James has launched “Practice...
Magnus Financial Group Announces Leslie Hwang Has Joined the Firm as Vice President & Client Relationship Manager
11 oct. 2021 09h00 HE
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Magnus Financial Group LLC
NEW YORK, Oct. 11, 2021 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Leslie Hwang has joined the firm as Vice President & Client Relationship Manager. ...
Swiss Wealth Manager Urges Against Condemning the Wealthy in Response to Pandora Papers
06 oct. 2021 11h00 HE
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Ibex Capital Partners
LONDON, Oct. 06, 2021 (GLOBE NEWSWIRE) -- Ralf Rickard Danbrandt is a wealth management professional at Ibex Capital Partners, an asset management firm founded in the 1960s by a secretive Swiss...
Gluskin Sheff expands alternative investment offering with new Onex Falcon Direct Lending Fund
01 oct. 2021 09h00 HE
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ONEX Corporation
TORONTO, Oct. 01, 2021 (GLOBE NEWSWIRE) -- Gluskin Sheff + Associates Inc. (“Gluskin Sheff”), the wealth management platform of Onex Corporation (“Onex”) (TSX: ONEX), today announced the launch of...
Magnus Financial Group Announces Katherine Babicz, CFP®, Has Joined the Firm as Vice President of Investment Operations
27 sept. 2021 09h00 HE
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Magnus Financial Group LLC
NEW YORK, Sept. 27, 2021 (GLOBE NEWSWIRE) -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Katherine Babicz, CFP®, has joined the firm as Vice President of Investment Operations....