What drives success for deVere and our clients? In 2020, deVere won the International Investment Award for Excellence in Fintech. Building on that momentum, we’ve continued to pioneer the wealth management space by integrating cutting-edge technology across our services. Our dedication towards increasing technological innovation is driven by a commitment to serve our clients more effectively, efficiently, and holistically. Through this, we can empower our clients with better, more frequent engagement throughout their financial planning process. This allows them to stay informed and in control. We sat down with Luke Handley, our Senior Wealth Adviser based in Zurich, to discuss this. Watch the full clip below. #fintech #financialplanning #technologicalinnovation #tech #wealthmanagement #clientservice #innovationtech
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We’re delivering streamlined access to exclusive alternative investments to our advisors—saving them time and making them more competitive in the high-net-worth (HNW) space. In partnership with iCapital, the global fintech platform driving the world’s alternative investment marketplace, our advisors can leverage a digitized platform to land more HNW business. Affiliated advisor and platform user Justin Bitner, CFP®, ChFC®, AIF®, RICP®, wealth manager at Sterling Financial Group, explained, “What Commonwealth’s strategic partnership with iCapital gives us is critical because it’s a side-by-side comparison that would take me hours to create—hours that I don’t have to spare.” Read our latest press release to learn more. https://bit.ly/4dORHB5 #commonwealth #financialadvisor #fintech
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How can TAMPs and #TAMP partners harness opportunities to offer a differentiated wealth management experience? Moderator David McNatt, CFA and panelists Barrett Ayers, Cheryl Nash, and Brendan Clark, CFA had a robust discussion exploring how TAMPs, asset managers, and fintech solution providers – working together – can offer enhanced levels of service and outcomes to drive growth in the independent advisory sector. Thank you, David, Barrett, Cheryl, and Brendan for such an informative conversation! https://bit.ly/4cVcOkF #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement
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It’s been a busy April for new hires in the wealthtech space. On April 24, COMPLY named Michael J. Stanton as its new CEO, and TIFIN appointed Jeannette Freedman Kuda as chief operating officer of its AI-based asset growth platform, TIFIN AG. Read more here: https://bit.ly/3QgULfa #wealthmanagement #fintech #wealthtech #newhires
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Looking for a way to streamline your rebalancing and trading capabilities? As one of the last few standalone rebalancers in the US market, intelliflo redblack is designed to manage complex portfolios at scale, adapting seamlessly to your unique investment management approach. Discover how we simplify the complex for RIAs and family offices of all sizes: https://okt.to/4YRaom #Advisortech #Fintech
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Join my colleague Peter Brady in an insightful discussion with RSM senior analyst Daniela Cohen about the evolving landscape of asset management. Discover the strategies shaping the financial services markets, including the role of fintech in capturing market share, and more. #fintech #hedgefunds #assetmanagement #capitalmarkets #financialservices https://rsm.buzz/3TzBQ0Z
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Join my colleague Peter Brady in an insightful discussion with RSM senior analyst Daniela Cohen about the evolving landscape of asset management. Discover the strategies shaping the financial services markets, including the role of fintech in capturing market share, and more. #fintech #hedgefunds #assetmanagement #capitalmarkets #financialservices https://rsm.buzz/4e17zQX
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Join my colleague Peter Brady in an insightful discussion with RSM senior analyst Daniela Cohen about the evolving landscape of asset management. Discover the strategies shaping the financial services markets, including the role of fintech in capturing market share, and more. #fintech #hedgefunds #assetmanagement #capitalmarkets #financialservices https://rsm.buzz/3zhVec0
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Brilliant discussions at last week's Grow London Fintech Club panel! Nokkel CFO, Danyaal Shah, led an insightful conversation with Jonathan Munday (Coutts), Rima Varsy (Vanguard), Tamara Kostova (Velexa), and Duncan M Ng'enda' (KPMG) on the future of investment management. Key takeaways: Education's growing role in fintech 💡 Personalisation on the rise 🚀 The importance of community-focused services 🧑🤝🧑 #Fintech #InvestmentManagement #GrowLondon #HolisticWealth
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RSM Consulting Principal, National Technology Risk Consulting Leader, Philadelphia Office Leader
Join my colleague Peter Brady in an insightful discussion with RSM senior analyst Daniela Cohen about the evolving landscape of asset management. Discover the strategies shaping the financial services markets, including the role of fintech in capturing market share, and more. #fintech #hedgefunds #assetmanagement #capitalmarkets #financialservices https://rsm.buzz/3TlInfK
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Congratulations!