Tag:
wealth management
Investment and Budget Allocation
Scaling Independence: How Concurrent’s Acquisition of Winstone Wealth Partners Reshapes the Investment Ecosystem
Independent Registered Investment Adviser (RIA) platform Concurrent Investment Advisors announced the strategic addition of Houston-based Winstone Wealth Partners to its 1099 affiliation platform. Led...
News
Arcons Technology Uses billPort to Modernize Revenue Management for Wealth Firms
Arcons Technology has deployed its billPort client billing engine across a leading national wealth management firm overseeing more than $150 billion in client assets,...
Investment and Budget Allocation
CAIS Scales Capital Markets Ecosystem as Advisor Demand Surges for Structured Notes and Hedging Strategies
After a 93% year-over-year boost in transaction volumes over the first half of 2026, independent alternative investment platform CAIS has extended its platform capabilities...
News
Dukascopy Bank Redefines Swiss Wealth Management with AI-Driven Trading and Flagship Mobile Banking Platform
Geneva-based Swiss digital bank Dukascopy Bank has executed a major technology transformation by integrating AI-powered trading analytics, expanding its asset universe to 25,000 stock...
News
Hightower Advisors Partners with Dispatch to Power Data Infrastructure for Hightower Signature Wealth
Wealth management data infrastructure provider Dispatch has announced a strategic partnership with Hightower Advisors (“Hightower”) to power the client data architecture for Hightower Signature...
Investment and Budget Allocation
Institutionalizing Independent Wealth: How FTV Capital’s Investment in Kingsview Partners Accelerates RIA Platform Scaling
Independent Registered Investment Advisor (RIA) platform Kingsview Partners announced a significant growth equity investment from FTV Capital, a sector-focused investment firm specializing in wealth...
News
DriveWealth and IOL Privé Partner to Expand Digital Wealth Management
DriveWealth has announced a strategic partnership with IOL Privé, a new Uruguay-based premium wealth management offering designed for high-net-worth investors seeking greater access to...
News
Vanguard Launches Custom Model Portfolios for Financial Advisors
Vanguard, one of the biggest players in investment management, has recently launched an innovative feature of its wealth management offering called Vanguard Custom Model...
