InvestorCOM One of Canada’s Top Small & Medium Employers
Toronto, ON, April 4, 2023 – InvestorCOM, a leading regulatory software provider to the wealth management industry, today announced the company has been named one of Canada’s Top Small & Medium Employers (SMEs) for 2023. This is InvestorCOM’s fifth SME award win; previous wins were in 2018, 2020, 2021, and 2022. Now in its 10th [...]
InvestorCOM Named “Best RegTech Company” By FinTech Breakthrough
TORONTO – March 23, 2023 – InvestorCOM, a leading regulatory software provider to the wealth management industry, today announced that the Company has won the “Best RegTech Company” award in the 7th annual FinTech Breakthrough Awards program conducted by FinTech Breakthrough, an independent market intelligence organization that recognizes the [...]
Snowden Lane Partners Continues Momentum, Adds New Advisor in Coral Gables
February 27, 2023 CORAL GABLES, Fla. –(BUSINESS WIRE) –Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Eduardo Alvarez Andreu has joined the firm with $132 million in client assets. Based in Snowden Lane’s fast-growing Coral Gables [...]
Snowden Lane Partners Opens 13th Office for New Advisor Team in New Hampshire
February 2023 LEBANON, N.H.–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that The Upland Group has joined the firm and will open a new office in Lebanon, New Hampshire, Snowden Lane’s 13th office nationwide. The former Morgan [...]
InvestorCOM Wins 2023 WealthTech Americas Award for Innovative Compliance RegTech Product
Toronto, ON, February 23, 2023 – InvestorCOM, a leading regulatory software provider to the wealth management industry, today announced that its compliance platform was named the winner in the Innovative Compliance / RegTech Product category by the WealthTech Americas Awards. Sponsored by WealthBriefing, a publication of ClearView Financial Media, the [...]
R&T Deposit Solutions (R&T) and Total Bank Solutions (TBS) Announces they have Increased the FDIC Insurance Coverage Level Accessible Through DDM to $50MM
NEW YORK (February 15, 2023) – Today, R&T Deposit Solutions/Total Bank Solutions (“R&T/TBS”), a leading provider of innovative cash sweep, deposit funding, and securities-based lending programs, announced they have increased access to FDIC insurance coverage on deposits under the Demand Deposit Marketplace® Program (DDM®) to $50MM, up from $30MM [...]