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FNZ Further Expanding US Footprint With YieldX Acquisition

Published: January 20, 2023

The New Zealand-based wealth management firm looks to further expand its reach into the North American market.

Source: wealthmanagement.com

Related Topics:

United StatesNew ZealandAdam GreenSteve GrossJavelin Strategy ResearchLloyds BankSchwab Advisor CenterState StreetWealth Manager ServicesEnvestnet DataAnalytic Wealth Data PlatformJavelin StrategyNorth AmericanSchwab AdvisorPrincipal Asset ManagementSmartleaf AssetSmartleaf Asset ManagementNorth America

FNZ partners with Envestnet for US digital wealth proposition

Published: October 27, 2022

FNZ is partnering with Envestnet to create a fully digital, integrated wealth management experience for the US market.

Source: moneymarketing.co.uk

Related Topics:

New YorkUnited StatesUnited KingdomAdrian DurhamIan MckennaEnvestnet IncEnvestnet DataAnalytic Wealth Data PlatformBill CragerOpen Banking