Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors with Advanced Investment Research and Communication Tools
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform.
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
SEI® has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and expanded offering to their clients through the SEI Wealth PlatformSM and business process outsourcing solution.
Sanjay Sharma, Head of SEI’s Private Banking and Wealth Management business, said:
Over $30 Million in Proven Claims Against the Estate of Deceased Lincoln Businessman
Nearly 10 months after Lincoln businessman Aaron Marshbanks was found dead under suspicious circumstances, some things are becoming clearer.
Power of Attorney: A Key Tool for Estate Planning and Property Management
Power of attorney is a key tool for estate planning and property management.
AssetMark: Choosing Clients for Fee-Based Services
(AssetMark) In the ever-evolving landscape of financial advisory services, the shift from a commission-based model to a fee-based structure has become increasingly prevalent. This transformation is driven by the desire for greater transparency, enhanced client-advisor alignment, and a focus on providing comprehensive financial solutions, while also maintaining a profitable service model that truly provides value for clients.