New Wealth Management

Wednesday, 29 November 2023

Latest News for: New wealth management

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Advisor360°: Next-Gen Financial Advisors Say Generative AI Will Help – Not Harm – Their Careers ...

Hastings Tribune 29 Nov 2023

A new survey by Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, reveals that 64% of younger advisors call generative AI “a help” to their practice, while 57% believe it is a benefit to the industry ... wealth management firms.

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Business briefs: Addition to MCHPP board, new face at Brunswick bank, John Deere acquisition

The Brunswick Times Record 29 Nov 2023

Davis, a private wealth management firm in northern New England, and will ...

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News Nuggets | 29 November: Tiger Brokers Offers US Bonds; Nomura Retail Division Rebrands

Finance Magnates 29 Nov 2023

has announced the renaming of its Retail Division to the Wealth Management Division, effective from April 2024 ... Nomura's new Wealth Management Division will offer a variety of services, including in-person consulting, digital platforms, and employee services tailored to asset building.

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Tuesday's Children Appoints Combat Decorated Marine Corps Veteran as New Chairman

San Francisco Examiner 29 Nov 2023

A decorated Marine Corps veteran and seasoned New York City commercial and real estate property manager, Fitzsimmons brings a wealth of leadership experience and a deep commitment to service that aligns with the Tuesday’s Children mission ... Property Management for LeFrak.

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Garcia Wealth Management names new president, CEO

Log Cabin Democrat 28 Nov 2023

Gilberto’s ascension to the role of President and CEO “underscores his strategic vision and dedication to the company’s success,” the news release read, adding that “his leadership will undoubtedly propel Garcia Wealth Management to new heights.”.

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Ezra Group Launches Recognition Program to Highlight Excellence in Wealth Management Software Integrations

Victoria Advocate 28 Nov 2023

The WealthTech Integration Scores support better decision-making for wealth management firms when evaluating new applications and help software vendors better serve their clients with improved integrations.

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Deutsche Bank official says large changes to net worth like Trump’s isn’t unusual

News-Press Now 28 Nov 2023

New York (CNN) — A Deutsche Bank wealth management group managing director testified Tuesday that the bank anticipates that the net worth of high-wealth clients like Donald Trump can be elevated on self-reported financial statements, but it wouldn’t necessarily stop the bank from issuing the loan – and didn’t for Trump’s loans.

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Users link over $500M in self-directed assets on Magnifi, the AI-powered financial co-pilot for individual investors

Victoria Advocate 28 Nov 2023

and NEW YORK, Nov ... This provides investors with the intelligence and confidence they need to take their investment management to the next level ... Vinay Nair, TIFIN creates and operates new companies that apply data science, AI, and technology to address frictions in wealth and asset management.

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Palestine Municipal Airport under new management

Palestine Herald-Press 28 Nov 2023

Jeff Jeffcoat, owner of Jeffcoat Consulting, has been named as the new manager of the Palestine Municipal Airport/KPSN. “The airport will be under new management,” said City Manager Teresa Herrera ... We are excited to have Jeff on board; he brings a wealth of knowledge and passion as the new airport manager.

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Freestone Capital Management Hires Lizzie Hollis, JD as New Director of Wealth Strategy and Estate Planning

Victoria Advocate 27 Nov 2023

As Managing Director, Wealth Strategy and Estate Planning, Hollis will ... View original content to download multimedia.https.//www.prnewswire.com/news-releases/freestone-capital-management-hires-lizzie-hollis-jd-as-new-director-of-wealth-strategy-and-estate-planning-301997516.html.

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Two top dealmakers join financial services M&A advisory Continuum amidst growth surge

Pressat 27 Nov 2023

Hot on the heels of three landmark insurance and wealth management deals, Continuum Advisory Partners (“Continuum”) hires two new Senior Managing Directors ... Holdings, the UK based wealth consolidator, on its investment from Parthenon Capital, the Boston based private equity firm.

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TOM COLLOMOSSE: By removing Steve Cooper Nottingham Forest could create a problem instead of finding...

The Daily Mail 27 Nov 2023

Because with Marinakis’ wealth, experience and network, allied to Cooper’s skill at managing ... Owner Evangelos Marinakis has invested £270million in new players since promotion and his wealth and experience tied to Cooper's management style means they are a great partnership.

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Star Mountain Closes $1.2 Billion Direct Lending Fund IV Above Target

The Eagle-Tribune 27 Nov 2023

The Fund was supported by both existing and new investors, including public pension funds, insurance companies, asset managers, banks, endowments, foundations, family offices and RIA/wealth management platforms and their clients ... management firms and high-net-worth individuals.

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China approves first batch of consumption-related REITs

Reuters 27 Nov 2023

Ltd., Shanghai Xingxiumao Business Management Co ... "We'll be treating the new products with increased scrutiny," said Zheng, a trader at a bank's wealth management division, who prefers to go only by his last name as he is not allowed to speak to media ... , opens new tab.

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The big picture: How Axis Bank’s Citi deal is paying off

Financial Express 26 Nov 2023

Indeed, the lender’s initiative to ramp up its wealth management platform is paying off ... Citi customers are being sold a suite of new products such as alternate investment funds, new mutual funds, portfolio management services and so on. “Citi had a strong wealth management business but it was more narrowly defined.