Tag:
wealth management
News
F2 Strategy Acquires Aliter Investment Services, Expanding into Asset Servicing Solutions
F2 Strategy, a leading wealth management technology and marketing services company, announced its acquisition of Aliter Investment Services, a Boston-based professional services firm specializing...
Investment and Budget Allocation
Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion
Merit Financial Advisors, an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement...
News
PureFacts Financial Solutions to Strengthen Revenue Management Through Expanded Partnership with BNY Pershing
PureFacts Financial Solutions has announced an expanded collaboration with BNY Pershing, positioning itself as the exclusive provider of revenue management, fee billing, and advisor...
Staff Writers
Wealth Management EDGE 2025: Where Innovation, Growth, and Leadership Converge
In a world where wealth management firms are under pressure to scale, digitize, and differentiate, Wealth Management EDGE 2025 emerges as the industry’s most...
News
BetaNXT Acquires Delta Data to Expand Fund Distribution and Asset Servicing Capabilities
BetaNXT, a leading provider of wealth management infrastructure technology, has acquired Delta Data, a Columbus, Georgia-based firm specializing in investment fund solutions for distributors,...
Investment and Budget Allocation
Accenture Invests in GoUpscale to Transform Digital Engagement in Wealth Management
Accenture has announced a strategic investment in GoUpscale, a content engagement technology firm specializing in enhancing digital communications for wealth management companies across Asia....