Latest News for: New wealth management

Edit

Wyden details proposed tax on billionaires’ unrealized gains

Roll Call 27 Oct 2021
Democrats have also pointed to the massive untaxed wealth of people like Amazon.com Inc ... New lease on life ... When she was campaigning for the Democratic presidential nomination in 2019 in part on a wealth tax, billionaire hedge fund manager Leon Cooperman got a little choked up during a CNBC interview talking about the impact of Warren’s policies.
Edit

People: Wealth manager adds to senior team; housebuilder hires sales manager

The Business Desk 27 Oct 2021
Nottingham-based wealth manager Fiscal Engineers has recruited a new member to its senior team. David Jones has joined the company as senior financial planner, bringing more than 20 years of investment industry experience to his new role ... Mansfield-based housebuilder Rippon Homes has appointed a new field sales manager in Michelle Aitken.
Edit

Metropolitan Bank Holding Corp. and Metropolitan Commercial Bank Appoint Two New Board Members

The Marshall News Messenger 27 Oct 2021
NEW YORK--(BUSINESS WIRE)--Oct 27, 2021-- ... A lawyer admitted to practice in New York state, Ms ... She also worked as a portfolio manager in international wealth management in New York ... Robinson’s legal, international business and wealth management expertise and entrepreneurial spirit also make her an ideal addition to our Board of Directors,” said Mr.
Edit

Investment platform smallcase onboards more partners to expand ecosystem

Live Mint 27 Oct 2021
The integrations include a host of businesses coming on board, including new broker partners, asset management companies (AMCs), social investing apps, digital wealth platforms and fee-based smallcases on existing broker partner platforms.
Edit

Attendance Strong as CITGO Resumes In-Person Marketer Roundtables

Henderson News 27 Oct 2021
A new Gilbarco Passport incentive, which offers marketers $2,500 if they complete installation of the latest software upgrades by January 2022.Information on the ... Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents.
Edit

Severe weather possible Wednesday

The Moore County News-Press 27 Oct 2021
SHREVEPORT, La. - The Storm Prediction Center has the southern half of the ArkLaTex under a Slight Risk of severe storms and the northern part under a Marginal Risk.� Gusty winds, tornadoes and hail are possible ... +3. Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents. +2 ... STAY CONNECTED.
Edit

UBS’s U.S. wealth management push lacks oomph

Reuters 26 Oct 2021
wealth management conundrum ... The Americas unit of the bank’s wealth management division reported a 20% third-quarter pre-tax profit margin on Tuesday, less than half what the Swiss, European and Asian bits make on average ... That would mean retreating from the world’s biggest wealth management market.
Edit

Fidelity Institutional Launches The Decade of Generational Wealth to Help Advisors Drive Deeper Engagement With ...

Eagle-Tribune 26 Oct 2021
Fidelity Institutional ®, the division of Fidelity Investments® dedicated to providing technology, solutions and insights to wealth management firms and institutions, today announced a new program designed to help advisors drive deeper engagement with clients and their families.
Edit

India is witnessing emergence of a new breed of tech-oriented investors, experts say at TechSparks 2021

Your Story 26 Oct 2021
The stock markets have also become a strong outlet for investment by the new-age consumers. Ujjwal Jain, founder & CEO of WealthDesk, said, “Wealth management was largely a push-based industry but now people are looking at the secondary source of income where it is the question of not just saving money but also deploying in the right manner.”.
Edit

Fund houses get active on passive products

The Times of India 26 Oct 2021
Wealth managers point out that it is getting hard for large-cap active funds to ... Some wealth managers believe the new generation of clients who are coming in through fintech platforms, will prefer passive exchange-traded funds (ETFs) due to the simplicity of buying and holding.
Edit

Photo exhibition on Chinese American history kicks off in New York

China.dot.org 26 Oct 2021
NEW YORK, Oct ... unveiled on Monday at Harvard Club of New York City ... The exhibition is organized by New York Taishanese Folks Association, Harvard Wealth Strategy and Management LLC, and UNSRC Tai Chi Club.
Edit

Saxo Banks Expands Crypto Offering amid High Demand

Finance Magnates 26 Oct 2021
Saxo Bank has further enhanced its cryptocurrency offerings as its brokerage platform is witnessing an overwhelming demand for such investment products ... Crypto Trading Skyrockets ... Meanwhile, Saxo is also expanding into other vertices and recently acquired two new licenses in Hong Kong that will allow it to launch asset and wealth management services.
Edit

The Co-operators Group Selects Audatex APU as Exclusive Alternative Parts Sourcing Vendor

Henderson News 26 Oct 2021
Audatex APU has become the largest alternative parts solution in Canada by directly addressing the challenges�insurers face regarding�parts and supply chain�management ... Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents.
Edit

AT&T and Ford Team Up to Bring 5G to Ford F-150 Lightning Production

The Moore County News-Press 26 Oct 2021
Support New Technology – On the production line, employees use tablet computers to send and receive information about equipment status and material supply ... Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents.
Edit

Independent Wealth Management Firm, Sentinel Trust Company, Strengthens Leadership Team with Two New Vice Presidents

The Moore County News-Press 25 Oct 2021
Sentinel Trust Company, LBA is an independent wealth management ... View original content to download multimedia.https.//www.prnewswire.com/news-releases/independent-wealth-management-firm-sentinel-trust-company-strengthens-leadership-team-with-two-new-vice-presidents-301407643.html.
×