FNZ

Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs

Retrieved on: 
Wednesday, May 8, 2024
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BERWYN, Pa., May 8, 2024 /PRNewswire-PRWeb/ -- Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.

Key Points: 
  • The Ategenos Wealth Platform is built to meet the needs of RIAs, family offices, and other financial institutions with a holistic wealth management technology and investment platform combined with unmatched advisor service and support.
  • BERWYN, Pa., May 8, 2024 /PRNewswire-PRWeb/ -- Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.
  • The Ategenos Wealth Platform is a wealth management and technology platform (TAMP) designed to support advisors in four key areas to promote scale and growth: (1) technology, (2) operational and support services, (3) investment solutions, and (4) integrated wealth management solutions.
  • The Ategenos Wealth Platform allows RIAs to leverage a multi-custody platform with Fidelity and Schwab as current options, and plans are in place to offer FNZ.

RFG Advisory Bolsters Executive Roster by Adding Abby Salameh and Two Tenured Leaders

Retrieved on: 
Thursday, March 7, 2024
Professional Services, Technology, Finance, Software, Fintech, Consulting, Acquisition, Name, CAIS, FNZ, Marketing, RIA, Growth, AUM, RFG, Conference, Milestone, Salameh, Annual, Management

RFG Advisory , (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced three key appointments to its executive team.

Key Points: 
  • RFG Advisory , (“RFG”) an innovator in the wealth management industry committed to serving independent financial advisors and their clients, today announced three key appointments to its executive team.
  • Abby Salameh , an industry pioneer with over 25 years of building growth services for independent financial advisors, joins RFG as chief growth officer.
  • Recognized as the 2023 WeathManagement.com Technology CMO of the Year1, Salameh is set to drive advisor recruitment, marketing and organic growth among RFG’s existing network of advisors.
  • “RFG is the most industry awarded firm advisors have never heard of and we are about to change that,” said Salameh.

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Retrieved on: 
Tuesday, February 27, 2024
Finance, Professional Services, Technology, Fintech, Artificial Intelligence, Generation, Amazon Web Services, FNZ, Artificial intelligence, AI, Gen, Investment, Growth, ESG, Government, AWS, Occupation, Genesys, Research, Insurance, Cryptocurrency

52% of executives say that most products will become commoditized, forcing providers to offer value-added services to defend fees.

Key Points: 
  • 52% of executives say that most products will become commoditized, forcing providers to offer value-added services to defend fees.
  • And 39% believe lines between wealth management, banking, and insurance will be blurred as investors demand more holistic products and services.
  • A new playing field will emerge as digital entrants trigger market shifts and firms reinvent themselves and consolidate.
  • To respond, firms are lowering or capping fees, while others are building value by adding holistic and specialized planning services.

Nerdio Doubles Revenue as Customers and Partners Accelerate Modernization of Legacy VDI

Retrieved on: 
Tuesday, February 13, 2024
Cloud, Newmont, Cloud computing, CoreLogic, Aker Solutions, Pennsylvania State University, CRN, IVCA, VDI, FNZ, Microsoft Windows, The ODP Corporation, Artificial intelligence, Magic, Gen, Investment, AVD, Growth, Desktop, University, Organization, Data analysis, Workforce, Microsoft, Government of Alberta, Student

These organizations join an already impressive roster of satisfied customers, including Office Depot, Government of Alberta, Make-A-Wish Foundation, the University of North Florida, and thousands of others.

Key Points: 
  • These organizations join an already impressive roster of satisfied customers, including Office Depot, Government of Alberta, Make-A-Wish Foundation, the University of North Florida, and thousands of others.
  • “Nerdio greatly reduced our burden and time to adopt,” said Ian Cohn, Systems Design Specialist, Penn State University.
  • “I can’t speak highly enough of the technical capabilities of the platform, but also the Nerdio support team.
  • Vadim Vladimirskiy, CEO of Nerdio, remarked, "The dedication and innovation of the entire Nerdio team have been pivotal in our success.

Wealth management leaders to study future of the industry

Retrieved on: 
Monday, October 30, 2023
Fintech, Professional Services, Finance, Metaverse, London Stock Exchange Group, Face, Amazon Web Services, LSEG, Big Tech, Research, Blockchain, Digital, Partnership, FNZ, AI, Initial public offering, Management, Cryptocurrency, Financial services, Genesys

To investigate these trends and what they will mean for the industry, ThoughtLab is working with wealth industry leaders to conduct a rigorous research initiative called Wealth Management Megatrends: Preparing for disruptive investor, digital, and industry change.

Key Points: 
  • To investigate these trends and what they will mean for the industry, ThoughtLab is working with wealth industry leaders to conduct a rigorous research initiative called Wealth Management Megatrends: Preparing for disruptive investor, digital, and industry change.
  • The study will answer critical questions on what lies ahead for the wealth management industry, including:
    The investor of the future: How will economic, demographic, and lifestyle shifts change investors and their expectations?
  • How will wealth management firms reimagine their strategies for younger investors, while catering to the needs of older generations?
  • How will wealth management firms provide personalization at scale and at a price point acceptable to investors?

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

Retrieved on: 
Wednesday, August 16, 2023
Bachelor of Science in Hospitality & Catering Management, CFA, Senior, MBA, Oranje Locks, Series 7, Practice management, University of Illinois Urbana-Champaign, ESG, Business development, AIM, University, FNZ, Research, Zacks, Fidelity Investments, Tamaulipas, Philosophy, KKM, CRM, Fidelity, ETF, NOT, RMD, Business, Capital Group Companies, RIAS, You, TAMP, AllianceBernstein, DCA, Spinal muscular atrophies, Uniform Securities Agent State Law Exam, Sale, IBD, SS, Financial adviser, Financial services, Cryptocurrency, Management, Nucleus

CHICAGO, Aug. 16, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management.

Key Points: 
  • CHICAGO, Aug. 16, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently added multiple new asset managers to their platform, including Fidelity Investments , Alpha Vee Solutions , KKM Financial , and Zacks Investment Management .
  • Fidelity, Alpha Vee, KKM, Zacks, Davis Selected Advisors, PMV Capital, Next Century Growth Investors, and Unified Investment Management join existing managers Advyzon Investment Management, Taylor Frigon Capital Management, WCM Investment Management, AllianceBernstein, WealthTrust Asset Management, Trademark Capital Management, Passage Global Capital Management, Principal Asset Management, Evestia Financial, Integrated Capital Management, Berkshire Asset Management, and Palisades Investment Partners, with more managers and strategies coming in the near future.
  • "Zacks Investment Management is very excited to be a part of Advyzon's new model marketplace," said Greg Murphy, Managing Director of National Sales at Zacks.
  • "Alpha Vee Solutions is excited to join Advyzon's model marketplace," said Leigh Eichel, CEO of Alpha Vee.

End-to-End, Third-Party Operating Models Deployed by Wealth and Asset Managers Are Transforming the Industry

Retrieved on: 
Thursday, June 1, 2023
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According to a new report by Boston Consulting Group (BCG) and global end-to-end wealth platform provider, FNZ, a new breed of end-to-end third-party operating models deployed by wealth and asset managers could deliver significant cost savings, create new and innovative business models, and generate new revenue streams.

Key Points: 
  • According to a new report by Boston Consulting Group (BCG) and global end-to-end wealth platform provider, FNZ, a new breed of end-to-end third-party operating models deployed by wealth and asset managers could deliver significant cost savings, create new and innovative business models, and generate new revenue streams.
  • The report highlights both evolving regulatory requirements and how growing investor demand for personalization is making it crucial for wealth and asset managers to pursue digital and operating model transformations.
  • The average share of technology in total operating expenses reached over 15% across both wealth and asset managers in 2022, up from 13% five years earlier.
  • Wealth and asset managers see benefits ranging from serving more end clients to operating direct-to-consumer models at low cost.

FNZ launches transformative benefits package to drive diversity and support employees globally

Retrieved on: 
Monday, March 6, 2023
Culture, Parent, Caregiver, FNZ, Growth, Freedom, Grief, Acquisition, Renewable energy, Tutoring, Management

BOSTON, March 6, 2023 /PRNewswire/ -- FNZ, the leading global wealth management platform, is delighted to announce the launch of a transformative global family leave benefits package for all employees and new recruits.

Key Points: 
  • This success is attributable to the contribution of FNZ's dedicated employees, who have been instrumental in the company's expansion.
  • "This new benefits package is aimed at creating a level playing field for all our employees globally by supporting diversity and inclusion and ensuring that everyone can succeed equally regardless of gender.
  • Adrian Durham, FNZ Group CEO, added: "We are thrilled to introduce our new global family leave benefits package.
  • To learn more about FNZ's employee value proposition, culture and global benefits package please visit www.FNZ.com/careers .

FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market

Retrieved on: 
Thursday, January 19, 2023
Professional Services, Technology, Finance, Software, Fintech, Asset Management, Barclays, FNZ, Head, Vanguard, Growth, Acquisition, Multimedia, Asset management, Colonial First State, Financial services, Management

FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct indexing tools for the wealth management industry.

Key Points: 
  • FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct indexing tools for the wealth management industry.
  • The acquisition will further meet FNZ’s mission to deliver personalized investment solutions to more people across the wealth management industry.
  • Following the acquisition, Adam Green will join FNZ as CEO of Asset Management, and Steve Gross will join FNZ as Head of Asset Management Strategy.
  • Tom Chard, CEO North America, FNZ, said: “We have a joint vision of opening up wealth by transforming the wealth management industry through more transparent, accessible, and personalized technology solutions.

ENVESTNET AND FNZ PARTNER TO LAUNCH SEAMLESS, END-TO-END DIGITAL SOLUTION IN THE U.S. ALSO TO INTEGRATE AND DISTRIBUTE ENVESTNET'S WEALTH DATA PLATFORM INTERNATIONALLY

Retrieved on: 
Thursday, October 27, 2022
NYSE, WDP, Ecosystem, Financial technology, Solution, Insurance, RIAS, FNZ, Blog, Technology, Family, LinkedIn, Barclays, Intelligence, Partnership, Entrepreneurship, CEO, Trust, Multimedia, Vanguard, Maintenance, Colonial First State, Twitter, Construction, Financial adviser, Management, Financial services, Envestnet

BERWYN, Pa., Oct. 27, 2022 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market. The integration of Envestnet's and FNZ's platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.

Key Points: 
  • Also, the partnership will enable unique insights and experiences generated by Envestnet Data & Analytics' Wealth Data Platform (WDP) to be integrated as part of FNZ's platform and distributed to FNZ's global customer base.
  • "At Envestnet, we are focused on enabling financial institutions, enterprises, advisors and their clients to make well informed financial decisions.
  • This exciting partnership will advance that mission and enhances our ability to empower advisors to deliver deeper insights to clients.
  • The end-to-end, digital wealth management experience will be available in the United States during the second half of 2023.