National Advisors Trust
National Advisors Trust announced that they have partnered with Dynasty Financial Partners to offer a combination of trust services and wealth management to financial advisors. This partnership is designed to provide a solution to the firms on Dynasty’s platform–and creates a readily available trust solution to the firm’s business model.
Key Private Bank
Charles River Development, a State Street Company, announced that Key Private Bank, the wealth management division of KeyCorp, selected the Charles River Wealth Management Solution to expand its investment product offering. The deal provides Key Private Bank with portfolio management, trading, and compliance across its equities, options, and fixed income products. Key Private Bank also leverages Charles River’s mobile solution for advisors, Charles River Anywhere.
Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Soloshchuk is also the author of WealthTech Club, which conducts research into fortune and startup roboadvisor and wealth management companies in terms of the technology ecosystem.