Wealth | Wealth Adviser

Jarvis Investment Management to offer JHC Neon digital portfolio monitoring tool

Thu, 23/05/2019 - 11:09

Jarvis Investment Management (Jarvis) is expanding its relationship with wealth management fintech firm JHC by offering digital portfolio monitoring tool JHC Neon (Neon) to its clients. »

Gatehouse Bank launches first five-year fixed Islamic mortgage

Wed, 22/05/2019 - 13:58

Gatehouse Bank has launched its first 5 Year Fixed Home Purchase Plan (HPP) product alongside rate cuts across its other fixed terms. »

Adhesion Wealth enhances integrated platform tools

Wed, 22/05/2019 - 09:27

Adhesion Wealth(Adhesion) has completed the roll-out of Adhesion Manager Communities, an enhanced set of capabilities providing both registered investment advisers (RIAs) and asset managers with intuitive analytics, communication, and marketing capabilities to allow the two communities to foster stronger connections. »

Goetz Fitzpatrick expands Trusts & Estates practice to HWIs, family offices, and family businesses

Mon, 20/05/2019 - 10:52

Goetz Fitzpatrick has announced an 'of counsel' affiliation with Alison Arden Besunder in the firm’s Trusts and Estates Department. »

Fintech veteran joins 1RS

Mon, 20/05/2019 - 10:20

Fintech business veteran, Stewart Foster, with over 21 years of experience in the financial technology industry, has joined 1st Risk Solutions “1RS”, a provider of Risk and Compliance Software and Services to the financial services industry as both a Director and shareholder to drive new business growth and build out the software side of the 1RS business. »

Raisin launches savings plan for German ETF investment platform

Fri, 17/05/2019 - 12:18

Raisin, a European marketplace for savings and investment products, is introducing a savings plan for its line of ETF portfolios on its German platform WeltSparen. »

Nest Wealth acquires Razor Logic Systems

Wed, 15/05/2019 - 15:42

Nest Wealth, a B2B digital wealth management platform in Canada, has acquired Alberta-based Razor Logic Systems, the makers of RazorPlan, one of Canada's leading financial planning software solutions. »

Hines & Warner Wealth Management to join Focus partner Vista Wealth Management Group

Wed, 15/05/2019 - 10:49

Hines & Warner Wealth Management (Hines Warner), a registered investment adviser located in Portland, Oregon, is to join Focus Financial Partners partner firm Vista Wealth Management Group (Vista). »

Benjamin F Edwards launches registered investment adviser

Tue, 14/05/2019 - 10:56

Wealth management firm Benjamin F Edwards has launched a new corporate Registered Investment Adviser (RIA) – Edwards Wealth Management (EWM). The firm is debuting with Blake and Connor Dunlop of the Dunlop Investment Group, a father-son duo who manage USD230 million in client assets. »

Milltrust outlines its ETF use in emerging market investment

Mon, 13/05/2019 - 15:58

Milltrust International has close to half a billion US dollars invested in the emerging markets, and Eric Anderson Managing Partner at Milltrust International, Head of Emerging Market Investments and the Lead Portfolio Manager on all their Emerging Market strategies, explains that one third of this is used through the firm’s ETF strategy. »