Wealth Archives - Page 19 of 24

Minnie Arwood
Financial Management
January 16, 2022
1 views

Addepar Lands Firmwide Deal With RBC Wealth Management-U.S.

Addepar, a rapid-growing economic-technological innovation company, has reached a deal with RBC Prosperity Management-U.S. to deploy its platform in its major full-organization integration to date. Eric Poirier Courtesy of Addepar…

Minnie Arwood
Financial Management
January 14, 2022
1 views

Crypto exchange Gemini pushes into wealth management with acquisition of BITRIA

David Abner, Gemini’s World-wide Head of Small business Advancement. Supply: David Abner Gemini, the $7.1 billion crypto trade, is having into wealth administration with the acquisition of a electronic asset…

Minnie Arwood
Financial Management
January 13, 2022
2 views

CAIS Joins Wealth Management Unicorns With $1B Valuation

Alternative financial commitment system CAIS gained $225 million in refreshing money, bringing the firm’s valuation to a lot more than $1 billion, in accordance to an announcement. The most up-to-date…

Minnie Arwood
Financial Management
January 12, 2022
1 views

Wealth management analytics transformation | McKinsey

The wealth management industry is typically seen as embodying old-fashioned values and providing discrete, tailored services. These attributes remain valuable parts of the business,…

Minnie Arwood
Financial Management
January 11, 2022
1 views

The Modern Family Comes To Wealth Management

&#13 Each individual family members has a history. With some people, that history—and often affiliated legacies—go back generations.&#13 &#13 When it arrives to household fiscal administration for multi-generational purchasers, how…

Minnie Arwood
Financial Management
January 9, 2022
2 views

Are NFTs Really Art? | Wealth Management

Any discussion of nonfungible tokens spawns one question from most advisors: What the heck is an NFT? The response is inevitably disappointing because what the asker really wants to know…