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Advisor Solutions by Purpose Platform Selected by Verecan Capital Management Inc. to Deliver Unique Wealth Management Experience

Newly independent portfolio management firm selects the Advisor Solutions by Purpose platform to offer an exemplary experience to clientsTORONTO, July 12, 2023 (GLOBE NEWSWIRE) -- Advisor Solutions by Purpose (“ASP”), a leading technology platform and practice management provider, today announced that Verecan Capital Management Inc. (“Verecan”), a newly formed portfolio management firm, has chosen ASP to provide the technology, operational and strategic support to fac...
United Kingdom Colin White Hayley Suchanek Verecan Capital Management Inc Wealthtech Service Provider Of The Year Advisor Solutions
Source: yahoo.com

A growth spurt for fintechs | Investment Executive

Fiona Collie Canadaโ€™s wealth management fintech space, like a gangling teenager, has undergone a noticeable change in recent years. Since the launch of robo-advisors in Canada more than five years ago, the fintech space has grown as companies have found their niches โ€” either in the B2B or B2C market โ€” and hired employees with skills and knowledge of the investment industry. โ€œI think the bench strength of these companies has improved,โ€ said Rob Baldassare, senior advisor, fintech, with...
New York United States Mukul Ahuja Rob Baldassare National Bank Conquest Planning Inc

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