Issue 16
AdvizorPro vs. FINTRX: The Best Way to Find Top RIA Firms & Decision-Makers
Platform Focus Strengths AdvizorPro RIA & Family Office Intelligence Verified role-level contacts, CRM + API/Snowflake/SFTP integrations, live data refreshes FINTRX Private wealth & family offices 375+ filters, FINTRX 360 (LinkedIn overlay), in-platform prospecting Finding and connecting with top RIA firms is not about scrolling through lists anymore. It’s about knowing the right people behind those […]
The Power Trio: How Financial Strategy, Innovation, and Workforce Strength Drive Business Growth
Modern business growth depends on a strategic balance of financial planning, innovation, and workforce capability. Companies that effectively integrate these elements create stronger resilience and better position themselves to capitalize on market opportunities. Financial expertise, like the insights provided by Volpe Financial Solutions in wealth management, helps businesses navigate risks and allocate resources wisely. Meanwhile, […]
Issue 15
Accenture Invests in GoUpscale to Boost Digital Content and Engagement
Accenture has made an investment, through Accenture Ventures, in GoUpscale, a content engagement technology company that helps wealth management companies across Asia reinvent client engagement strategies and elevate digital communications. Wealth management is evolving, and today’s clients expect more than static reports and generic financial updates. According to recent research by Accenture, wealth management firms in Asia aim to […]
Craigs Announces Strategic Partnership with TA Associates
Craigs Investment Partners, a leading wealth management firm in New Zealand, recently announced that TA Associates (“TA”), a leading global private equity firm, has signed a conditional global private equity firm, to make a strategic investment in the Firm. Under the agreement, Craigs’ existing employee and director shareholders will retain 50 percent ownership of the […]
InvestPro UAE Abu Dhabi 2024 Annual B2B Conference
As part of our media partnership with Bosco Conference, we invite you to attend the highly anticipated InvestPro UAE Abu Dhabi 2024 Annual B2B Conference on September 24, which will bring together industry leaders, professionals and experts to explore a variety of business topics. As the global landscape is constantly evolving, businesses need to stay […]
Bank of Hawai‘i announces significant leadership changes
Bank of Hawai‘i Chairman and CEO Peter S. Ho announced that Vice Chair and Chief Banking Officer James C. Polk has been promoted to President of Bank of Hawai‘i Corporation and its primary operating subsidiary Bank of Hawai‘i (together, the “Company”), and Vice Chair Matthew K.M. Emerson has been appointed Chief Retail Banking Officer. As president of the Company, Polk will […]
Northern Trust Appoints Dotti Reeder Market President for Dallas-Fort Worth
Northern Trust has appointed Dotti Reeder as Market President of Dallas-Fort Worth, where she will lead the wealth management business serving high-net-worth individuals and families. Reeder will oversee offices at Saint Ann Court, Park Cities and Fort Worth dedicated to delivering exceptional service, renowned expertise and an innovative goals-driven wealth management approach for clients. She […]
Northern Trust welcomes Olivier Noël as Country Head of Luxembourg
Northern Trust yesterday announced it has appointed Olivier Noël as Country Head of Luxembourg and leader of its Luxembourg-based asset servicing business, effective immediately. Noël also assumes the position of Chief Executive Officer of Northern Trust’s European Union (EU) bank, Northern Trust Global Services SE (NTGS SE) following approval by its Board. He will become a member of the […]
