Page 2 - Wealth Platform News Today

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...

SCB WEALTH embraces becoming a Digital Bank with Human Touch, winning Best Private Bank for Digitally Empowering RMs award, strengthening wealth platform innovation leadershipDr. Sathit Pongtanya, First Senior Vice President of the Wealth Planning

Last week, New York-based Pontera announced its integration with the Envestnet | Tamarac platform.

/PRNewswire/ - CGI (NYSE: GIB) (TSX: GIB.A) and National Bank of Canada (the "Bank") (TSX:NA) announce today they are expanding their long-standing...

The Pontera-Envestnet | Tamarac partnership will incorporate the fintech firm’s 401(k) management capabilities into the platform.

Morningstar has now acquired Praemium’s operations in the UK, Jersey, Hong Kong and Dubai. Praemium has announced the £35 million ($61. 7 million) sale of its international business to Morningst

Morningstar has now acquired Praemium’s operations in the UK, Jersey, Hong Kong and Dubai. Praemium has announced the £35 million ($61. 7 million) sale of its international business to Morningst

Morningstar has concluded acquisition of wealth management platform provider Praemium’s businesses in the UK, Jersey, Hong Kong, and Dubai.

Morningstar has completed its acquisition of Praemium’s operations in the UK, Jersey, Hong Kong, and Dubai in a deal valued at £35m.  

CHICAGO and LONDON, June 30, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has completed its acquisition of Praemium's operations