Latest News for: New wealth management

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Refinitiv Introduces New Platform for Wealth Management Companies

Finance Magnates 24 Jun 2021
Refinitiv, an LSEG business and a leading provider of financial markets data and infrastructure, recently announced that it has launched a new platform for wealth management firms to help them offer a superior trading ecosystem for their customers ... solution.Wealth Management.
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Citigroup launches a digital asset unit within its wealth management division

The Block 24 Jun 2021
The firm announced Thursday morning the new group, dubbed Digital Assets Group, which will sit within its wealth management division, Citi Global Wealth Investments, according to the memo.� ... The move by Citi makes it the latest bank to break into crypto wealth management.
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Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Reed Wealth ...

Killeen Daily Herald 24 Jun 2021
(Prospera) is proud to announce its partnership with Reed Wealth Management ... From the outset of his career, however, he had always looked forward to establishing his own wealth management practice through which he could give his clients the broadest array of investment options. Thus, in 2011, he opened Reed Wealth Management.
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EBSHK values customer experience at every aspect

South China Morning Post 24 Jun 2021
... and may have reached an inflection point that brings new opportunities and challenges to wealth managers.
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SmartAsset Raises $110 Million in Series D Funding, Bringing its Valuation to Over $1 Billion

The Marshall News Messenger 24 Jun 2021
In addition, financial advisors and firms on its wealth management referral platform, SmartAdvisor, now generate $1.5 billion in new, closed assets under management (AUM) per month ... 2021 Best Financial Planning Technology Company in New York by Wealth & Finance International.
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DBS Bank gains wide recognition amid virus woes

Taipei Times 24 Jun 2021
Asiamoney commended DBS Taiwan for its efforts in 2018 to expand and fine-tune the performance of Australia and New Zealand Banking Group Ltd’s wealth management and retail banking business in five regional markets — Taiwan, Singapore, Hong Kong, China and Indonesia.
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Charlotte-based GCG Wealth Management prepping for more acquisitions, HQ move to South End

Business Journal 24 Jun 2021
A local wealth-management firm has its eye set on more growth, with plans for new office space and more acquisitions to bulk up its presence ... .
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Wall St update: Nasdaq, S&P 500 scale new peak as jobs recovery gains traction

Live Mint 24 Jun 2021
"That's more of a reflection of people's confidence of coming back into markets," said Robert Pavlik, senior portfolio manager at Dakota Wealth in New York. "How long it's going to last is the question ... MINT PREMIUM See All ... At 9.59 a.m ... The S&P 500 posted 30 new 52-week highs and one new low while the Nasdaq recorded 95 new highs and 11 new lows ... .
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Nasdaq, S&P 500 scale new peak as jobs recovery gains traction

Metro USA 24 Jun 2021
Schneps Connects ... Subscribe. ... “That’s more of a reflection of people’s confidence of coming back into markets,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in New York ... At 9.59 a.m ... The S&P 500 posted 30 new 52-week highs and one new low while the Nasdaq recorded 95 new highs and 11 new lows. Graphic ... .
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US STOCKS-Nasdaq, S&P 500 scale new peak as jobs recovery gains traction

Yahoo Daily News 24 Jun 2021
  "That's more of a reflection of people's confidence of coming back into markets," said Robert Pavlik, senior portfolio manager at Dakota Wealth in New York...   The S&P 500 posted 30 new 52-week highs and one new low while the Nasdaq recorded 95 new highs and 11 new lows.  ... .
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Nasdaq set for record open as jobs recovery gains traction

Metro USA 24 Jun 2021
A separate report from the Commerce Department on Thursday confirmed economic growth accelerated in the first quarter, thanks to the massive fiscal stimulus ... Subscribe. ... “That’s more of a reflection of people’s confidence of coming back into markets,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in New York ... .
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US STOCKS-Nasdaq set for record open as jobs recovery gains traction

Yahoo Daily News 24 Jun 2021
(For a Reuters live blog on U.S., UK and European stock markets, click LIVE/ or type LIVE/ in a news window.)  ...   * Futures up ...   "That's more of a reflection of people's confidence of coming back into markets," said Robert Pavlik, senior portfolio manager at Dakota Wealth in New York.  ... .
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Meet the Hindu priest officiating LGBTQ weddings

Indian Express 24 Jun 2021
She grew up in Canada and now lives in Harlem with her husband, Vivek Jindal, 37, chief investment officer of Kore, a wealth management platform in New York, and their two sons, Ashwin, 5, and Nayan, 3 ... I felt a new calling ... This article originally appeared in The New York Times.
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In Depth: China’s Bond Market Gets a Reprieve in WMP Overhaul

Caixin Online 23 Jun 2021
China’s bond market got a reprieve this month when regulators gave providers of cash wealth management products (WMPs) an extra year to overhaul their wildly popular money market-like offerings under sweeping new rules for the asset management industry ... 1, 2023, while operators of other wealth management products need to comply by Jan.
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Morgan Stanley requires jab for entry into NY office

Business Insider 23 Jun 2021
Northwestern Mutual's wealth management business has big hiring plans.Truist's new head of investment banking details his plans for winning market share from Wall Street's elite ... Northwestern Mutual quietly built a $220 billion wealth management business.

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