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THE RIGHT WEALTH MANAGEMENT PROFESSIONAL DOES MORE THAN ADVISE YOU REGARDING HOW TO INVEST your money. He or she--and the financial institutions they represent--can genuinely prepare your entire family for [...]

Eclipse Private Wealth Management has the launch of its new independent advisory firm. Eclipse said it provides customized financial planning, comprehensive wealth management and investment solutions, and highly personal service [...]

Key Highlights: * Invitation extended to Taiwanese residents to participate in the services. * Other organizations like Chinese Taipei Foundation, Hong Kong Foundation, and Hong-Kong Foundation also providing services to [...]

Sept. 11 -- Fubon Financial Holdings Co., Ltd. issued the following news release: - Comprehensive and high-quality services are highly recognized and win the double championship of 'Customer Satisfaction and [...]

Key Highlights: * The new global financial services platform will be used by financial institutions worldwide. * The main objective is to increase the number of clients in the global [...]

Key Highlights: * Tai Xin Bank awarded three prizes by Wealth Management Review this week. * New financial services provider focuses on digital experience and financial planning to increase customer [...]

Cashmere has raised $3.6 million in seed funding to automate client acquisition for wealth managers. The Los Angeles-based startup addresses the lack of tech solutions in the wealth management industry. [...]

LPL Financial announced that private client advisor John Duane and portfolio manager Gregory Giantsos have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private [...]

Nasdaq announced a new leadership structure including leadership appointment for its Financial Crime Management Technology business, designed to support the business' strong momentum and continuing its growth trajectory. Effective today, [...]

In a letter to GROW directors, Kanen Wealth Management said, in part, 'Kanen Wealth Management is one of the largest shareholders of U.S. Global Investors, owning over 450K shares, representing [...]

Key Highlights: * Taishin Bank won the 'Best Wealth Management Award' for the ninth consecutive year * Taishin Bank won the 'Best Diversification Award' for the fifth time * Taishin [...]

CREATED BY INC. STUDIO http://WINTHROPWEALTH.COM Winthrop Wealth believes their success is rooted in dedication to helping clients pursue financial well-being and prosperity. What sets the company apart in the marketplace [...]

RETIREMENT MANAGING YOUR FINANCES AFTER THE LOSS OF A SPOUSE Widows and widowers may see their tax bill rise, even if their income declines. BY SANDRA BLOCK IN the hierarchy [...]

The Oasis Group, a consultancy for the wealth management industry, reported it recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on [...]

Byline: Adgully Bureau The micro, small, and medium enterprise sector in India has often been referred to as the engine of economic growth. Specifically, concerns related to financial management and [...]

NextGen Food Robotics Corp. reported that it has not filed its audited annual financial statements, management's discussion and analysis, related certifications for the financial year ended April 30, and annual [...]

LPL Financial reported that financial advisors Christina McConnell, CRC, ADPA, Laura Long, CRPC, AWMA, MBA, and Jay Tillman, CPWA, CIMA, CFP, RICP, CLU, have joined LPL Financial's supported independence model, [...]

Applied Systems reported that Josslin Insurance has selected Applied Epic as its foundational management system to drive new growth. As part of its two-pronged growth strategy, Josslin Insurance will leverage [...]

NextGen Food Robotics Corp. reported that it has not filed its audited annual financial statements, management's discussion and analysis, related certifications for the financial year ended April 30, and annual [...]

LPL Financial announced that financial advisors Christina McConnell, Laura Long, and Jay Tillman have joined LPL Financial's supported independence model, LPL Strategic Wealth Services. The team reported having served approximately [...]

Key Highlights: * Megabanks Robot Financial asset management scale doubled compared to the previous year. * Megabank attracted over 13,000 customers for its robot financial platform. * Domestic robot finance [...]

Key Highlights: * Mega Bank organized three 'Mega Summer Camps - Financial Management Task Force' activities in different regions of China. * The summer camp focuses on financial education and [...]

Savvy Advisors, a registered investment advisor (RIA) affiliated with Savvy Wealth, Inc., reported the hiring of six new wealth managers: Brad Morgan, CFP; Alex Austin, CFP, WMSSM; Brian Boswell, CFP; [...]

Payrow, a British financial service provider for SMEs, startups, and freelancers, offers entrepreneurs SEPA and Faster Payment transactions for just 1.00. This provides a saving of approximately 30% on traditional [...]

CI Global Asset Management (CI GAM) reported risk rating changes for six funds within the Assante Private Pools lineup. The Assante Private Pools are managed by CI GAM and available [...]

Byline: LIBN Staff Kevin McPhee, who joined Coastline Wealth Management as Director of Wealth Management for the Private Client Group, was recently named as a top 100 person in finance [...]

Byline: Adgully Bureau Fisdom, India's leading wealth-tech company, has roped in wealth management industry veteran - Girish Venkat as the head of the wealth management business. Girish brings nearly three [...]

Byline: Sophie Baker Investors could be forgiven for associating Northern Trust with asset servicing or wealth management rather than investment management -- even some of the firm's own clients don't [...]

Byline: Moneylife Digital Team Market regulator Securities and Exchange Board of India (SEBI) has confirmed its order barring 4W Wealth Management Pvt Ltd and the firm's directors Bhavesh P Bhensdadia, [...]

Byline: Moneylife Digital Team Market regulator Securities and Exchange Board of India (SEBI) has confirmed its order barring 4W Wealth Management Pvt Ltd and the firm's directors Bhavesh P Bhensdadia, [...]

Focus Financial Partners, a partnership of fiduciary wealth management firms and related financial services firms, reported that the NorthCoast Asset Management business line of Connectus Wealth Advisers, headquartered in Greenwich, [...]

Fintech is an amalgamation of the words “financial” and “technology.” The term refers to the rapidly growing number of tech-powered tools and applications that help you manage your money. This [...]

LPL Financial reported that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial's broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. [...]

Wolters Kluwer, a company focusing on information, software, and services for professionals, reported that its CCH Tagetik Global Minimum Tax solution has been recognized as Best Financial Management Solution at [...]

Focus Financial Partners, a partnership of fiduciary wealth management firms and related financial services firms, reported that the NorthCoast Asset Management business line of Connectus Wealth Advisers, headquartered in Greenwich, [...]

The launch of Destiny XYZs new fund took (https://www.kiplinger.com/tag/wall-street) Wall Street by storm when it began trading at the end of March, offering day traders and casual investors a way [...]

LPL Financial announced that financial advisors Alain Verhille and James S. Wood have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch Auctus Legacy Private Wealth [...]

The company said, 'Although monetary easing is expected in the Eurozone, the US and Switzerland, the timing and magnitude of rate cuts by central banks are unclear, as inflation remains [...]

Byline: LIBN Staff David A. Frisch Founder and CEO Frisch Financial Group David A. Frisch is founder and CEO of Frisch Financial Group, a fiduciary advisory firm that since 1999 [...]

INTERNET BUSINESS NEWS-(C)1995-2024 M2 COMMUNICATIONS US-based personal financial management platform Piere has launched its Android app, the firm said. This strategic expansion complements the company's existing iOS app, significantly broadening [...]

tru Independence, a national independent advisory platform servicing approximately $12.5 billion in assets, has reported the launch of Mindset Wealth Management (Mindset). The company said the establishment of the new [...]

2024 APR 6 (NewsRx) -- By a News Reporter-Staff News Editor at Obesity, Fitness & Wellness Week -- Voyant, a global provider of SaaS-based wealth management, wellness and client digital [...]

The financial close process is variously defined by auditing standards, consultant reports, and academics. It involves a complex set of activities that includes updating subsidiary ledgers, applying accounting policies and [...]