Fidelity Investments

Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management

Retrieved on:

Wednesday, October 18, 2023

While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management.

Key Points:

While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management.
To advance this mission, industry leaders Carson Group , Fidelity Investments , Financial Independence Group and Mariner Wealth Advisors are coming together for the second annual Excell Represent event.
Wednesday will also include the Women in Wealth Management Awards ceremony which celebrates the women (and men) making a difference in the profession.
Teri Shepherd, President of Carson Group, highlighted the importance of the event's collaborative efforts saying, "Excell Represent embodies the spirit of community, progress and empowerment for women in wealth management.

Fidelity® Introduces New Resources to Support Advisors’ Transition to Independence

Retrieved on:

Tuesday, October 17, 2023

In fact, 94% of advisors are happy with their decision to move, with 85% noting an increased control over their future.

Key Points:

In fact, 94% of advisors are happy with their decision to move, with 85% noting an increased control over their future.
Advisors may prefer independence and the benefits associated, but the lack of knowledge and fear of the unknown may be preventing them from taking that leap.
GenTrust made their move to independence more than 10 years ago, leveraging Fidelity’s diverse capabilities to help expand and grow their business.
The Wealth Alliance was founded in 2019, and chose Fidelity as a destination to help support their clients’ needs and growth journey.

EY announces first enterprise user to leverage EY Blockchain's SaaS platform using fourth generation EY Blockchain Analyzer: Reconciler

Retrieved on:

Tuesday, October 17, 2023

Fidelity Investments, Analyser, Fidelity, EY, Investment, Organization, Software as a service, Record, Environment, Blockchain, Cryptocurrency

The latest generation of EY Blockchain Analyzer: Reconciler supports organizations' needs to independently source on-chain data.

Key Points:

The latest generation of EY Blockchain Analyzer: Reconciler supports organizations' needs to independently source on-chain data.
The EY organization is now welcoming enterprise clients to leverage the web-based analytics tool to augment internal risk management.
EY teams are excited that Fidelity Digital AssetsSM has selected EY Blockchain Analyzer: Reconciler to help them improve their internal risk management.
Enterprises interested in using EY Blockchain Analyzer: Reconciler for querying on-chain data and augmenting internal risk management can learn more at blockchain.ey.com .

EY announces first enterprise user to leverage EY Blockchain's SaaS platform using fourth generation EY Blockchain Analyzer: Reconciler

Retrieved on:

Tuesday, October 17, 2023

Fidelity Investments, Analyser, Fidelity, EY, Investment, Organization, Software as a service, Record, Environment, Blockchain, Cryptocurrency

The latest generation of EY Blockchain Analyzer: Reconciler supports organizations' needs to independently source on-chain data.

Key Points:

The latest generation of EY Blockchain Analyzer: Reconciler supports organizations' needs to independently source on-chain data.
The EY organization is now welcoming enterprise clients to leverage the web-based analytics tool to augment internal risk management.
EY teams are excited that Fidelity Digital AssetsSM has selected EY Blockchain Analyzer: Reconciler to help them improve their internal risk management.
Enterprises interested in using EY Blockchain Analyzer: Reconciler for querying on-chain data and augmenting internal risk management can learn more at blockchain.ey.com .

CAIS Announces Final Speaker Lineup for Marquee Event Bringing Together Top Independent Advisors and Alternative Asset Managers

Retrieved on:

Friday, October 13, 2023

Fintech, Asset Management, Professional Services, Finance, The Beverly Hilton, Fidelity Investments, Investment, Apollo Global Management, Ares Management, Artificial intelligence, Entrepreneurship, Partner (business rank), New Frontier, Management, Venn, Sport

CAIS, the leading alternative investment platform for independent financial advisors, today announced the final agenda for the second annual CAIS Alternative Investment Summit , the industry’s marquee gathering of independent advisors and alternative asset managers, which will take place October 16-18, 2023, at the Beverly Hilton in Los Angeles, California.

Key Points:

CAIS, the leading alternative investment platform for independent financial advisors, today announced the final agenda for the second annual CAIS Alternative Investment Summit , the industry’s marquee gathering of independent advisors and alternative asset managers, which will take place October 16-18, 2023, at the Beverly Hilton in Los Angeles, California.
"We have an incredibly exciting lineup of speakers, including more than 30 ‘CAIS Talks’ lead by top alternative asset managers bringing advisors insights focused on a wide range of topics and alternative asset categories spanning private equity, private credit, structured notes, commercial real estate, secondaries investing, portfolio management, wealth-friendly product and strategies, and macroeconomic outlooks," said Matt Brown, Founder and CEO of CAIS.
Over 1,000 members of the CAIS community will convene over three days at CAIS Summit featuring leaders from wealth management, alternative asset management, and technology to network, learn, and explore.
“We are excited to participate in an event that brings together some influential leaders in the space.”

Northern Trust Asset Management Names New Co-Head of Wealth Client Group

Retrieved on:

Friday, October 13, 2023

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.1 trillion in assets under management as of June 30, 2023, announced today that Sunitha C. Thomas, CFA will join NTAM as co-head of the newly formed Wealth Client Group.

Key Points:

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.1 trillion in assets under management as of June 30, 2023, announced today that Sunitha C. Thomas, CFA will join NTAM as co-head of the newly formed Wealth Client Group.
In this newly created role, Thomas will provide dedicated leadership to serving Northern Trust Wealth Management clients and strengthening NTAM’s presence in the intermediary wealth management industry.
Thomas will report to Northern Trust Asset Management President Daniel Gamba.
“Northern Trust is uniquely well-positioned within the wealth management, family office and intermediary markets,” Gamba said.

Fidelity Investments® Study: Women Tapping Into Their Financial Superpowers to Gain Ground With Their Money

Retrieved on:

Monday, October 9, 2023

“Women hold incredible spending power, and it’s encouraging to see more and more taking control of their finances,” said Joanna Rotenberg, president of Personal Investing at Fidelity Investments.

Key Points:

“Women hold incredible spending power, and it’s encouraging to see more and more taking control of their finances,” said Joanna Rotenberg, president of Personal Investing at Fidelity Investments.
“The first step toward taking action is being aware of the factors that make women’s financial planning unique.
Fidelity’s Women Talk Money community continues to grow, nearly doubling in membership since this time last year, now bringing together hundreds of thousands of women.
To learn more about all of the resources Fidelity offers for women, please visit www.fidelity.com/women .

21.co Doubles Down on U.S. Growth and Distribution, Appoints Kevin Marsh as Head of United States

Retrieved on:

Thursday, October 12, 2023

Senior, Fidelity Investments, Acquisition, Investment, Invesco PowerShares, ETF, Marsh, ETP, Growth, Cryptocurrency

NEW YORK, Oct. 12, 2023 /PRNewswire/ -- 21.co, the world's largest issuer of crypto ETPs, today announced the appointment of Kevin Marsh as the company's Head of United States. As interest for crypto exchange traded funds (ETFs) grows in the United States, Marsh's traditional finance background will help 21.co continue its global expansion, strengthen its commitment to the region and build further bridges for U.S. institutional investors into the world of crypto.

Key Points:

In this role, Marsh will develop and execute 21.co's distribution strategy in the United States, working closely with key stakeholders and clients to provide exchange-traded investment solutions through its subsidiary 21Shares.
"We are thrilled to welcome Kevin Marsh, our new Head of U.S., as the driving force behind our expansion in the United States.
With a proven track record in the industry, Kevin brings a wealth of experience and expertise," said Isabell Moessler, Global Head of Distribution at 21.co.
Together, we're poised to lead the way in shaping the future of crypto in the United States."

BLACK ENTERPRISE Honors Black Business Leaders at the 2023 Black Men XCEL Summit

Retrieved on:

Tuesday, October 10, 2023

NEW YORK, Oct. 10, 2023 /PRNewswire/ -- BLACK ENTERPRISE, the premier business, investing, and wealth-building resource for African Americans, is thrilled to announce the highly anticipated 2023 Black Men XCEL (BMX) Summit, a corporate development summit dedicated to applauding the achievements of Black men within the business industry and providing them with the tools and resources to succeed professionally. From entry-level management to the C-suite, the BMX Summit returns with a variety of corporate partners committed to investing in the development of Black men through a celebration of excellence and leadership.

Key Points:

NEW YORK, Oct. 10, 2023 /PRNewswire/ -- BLACK ENTERPRISE , the premier business, investing, and wealth-building resource for African Americans, is thrilled to announce the highly anticipated 2023 Black Men XCEL (BMX) Summit, a corporate development summit dedicated to applauding the achievements of Black men within the business industry and providing them with the tools and resources to succeed professionally.
This summit provides a unique platform for attendees to foster a brotherhood with like-minded individuals, industry leaders, and potential collaborators.
As the nation's premier event designed to support Black men on their professional journey, the Black Men XCEL Summit is committed to equipping them with the resources to advance in every possible way.
The BMX Summit will also feature renowned Black leaders and experts who will generously share their personal journeys, insights, and success strategies.

Founders League Kicks off Fourth Season at Millbrook Pickleball Club in Austin

Retrieved on:

Wednesday, October 4, 2023

Pitch, First Citizens BancShares, Investment, Friends, Founders League, Fidelity Investments, Corporation, City, Family, Pickleball, Boilermaker, Video game

National expansion is slated for 2024 to more than a dozen major cities in the U.S.

Key Points:

National expansion is slated for 2024 to more than a dozen major cities in the U.S.
AUSTIN, Texas, Oct. 4, 2023 /PRNewswire/ -- Founders League, the nation's first pickleball league for founders and CEOs, kicks off its fourth season today at the Millbrook Pickleball Club in Austin.
Founded by Austin entrepreneurs Darius Fisher and Jesse Boskoff, the Founders League aims to provide an outlet for founders and CEOs to meet one another outside of traditional networking settings.
With over 125 players, Founders League is one of Austin's most popular pickleball events.
Corporate sponsors of the fourth season of Founders League include Fidelity Investments, First Citizens Bank, Kemp Smith LLP, Builders.co, and Sport Court Austin.