“As a centralized back office nerve center for wealth management operations, deep integrations connecting the Docupace Platform with strategic partners is key differentiator of our platform,” says Michael Pinsker, Docupace founder and president. “Connecting the Docupace’s distinctive back office capabilities with category-leading partners like Axos rightly places automation and digitization at the heart of a financial advisory firms’ business process strategy.”

Connecting the powerful client data gathering tools, esignature capabilities and extensive forms library of the Docupace Platform with Axos’ flexible custodial solutions for today’s RIAs and broker-dealers helps pave the way for more financial advisors to serve more clients and serve them more completely.

“Using the right technology efficiently is an important key to success in today’s competitive environment,” says Mike Watson, SVP and Head of RIA Custody for Axos Advisor Services. “The Docupace integration allows us to deliver a best-in-class technology solution to RIAs, enabling them to seamlessly open client accounts and provide an optimal client experience.”

Unmatched Network of Connectivity and Collaboration
A growing gap between the capabilities offered by “all-in-one” platforms and the experiences delivered to clients, financial advisors and administrative professionals is driving the financial advice and investment industry to evolve. In today’s crowded and rapidly changing wealthtech marketplace, financial services institutions looking to achieve scalable back-office  operations beyond the traditional all-in-one technology solution or cobbling together an array of individual plug-and-play products.

Through a one-of-a-kind network of proprietary capabilities, notable customers and like-minded wealthtech industry partners the Docupace Platform offers RIAs and broker-dealers an alternative “middle-ground” approach to optimize operations.

Think you know Docupace? Think Again. Click here to schedule a no-sales, just truth conversation with a Docupace Platform SME.

Special Joint Webinar “Best Kept Secrets of High-Performing RIAs” Coming in July
Deploying the proper technology and using it efficiently is one of the strongest growth drivers and the key to better serving clients. On Thursday, July 28 at 4:30, Axos Advisor Services and Docupace CEO David Knoch will be hosting a informative webinar “Best Kept Secrets of High-Performing RIAs” illuminating sustainable strategies growing RIA firms have leveraged to fuel their upward trajectory. Join us to learn more about how to maximize these top drivers of RIA firm growth:

• Digitally enabled client onboarding
• AI-powered tools to support clients and staff
• Emerging fintech tools that can improve your client experience

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“We are excited to join forces with InterOcean,” said Jim Meloche, Origin Managing Partner. “We have considerable experience working together and recognized that the caliber and accomplishments of the team would be a tremendous asset to our firm. With its deal and sector expertise, coupled with an extensive network of industry and capital provider relationships, the InterOcean team will enable us to better serve our US and Canadian clients across a range of sectors.”

Working across cities, the combined team will be positioned to access new and exciting opportunities for clients, building on Origin’s active cross-border practice and continuing to provide thoughtful and innovative M&A, capital raising and restructuring advice to US and Canadian business owners. InterOcean founders Bob Wujtowicz and Bill Doepke and Managing Director Nick Newlin will lead the US team and assume Principal roles at Origin, bringing decades of transaction experience, along with deep industrials-focused expertise to the Origin platform.

“InterOcean brings deep expertise in the industrials space,” said Darren Williams, Origin Principal and Industrials Practice Lead. “The combination of our capabilities will expand on the benefits we bring to our industrials clients, deepening our talent pool and growing our network of key relationships in the sector. In addition, the InterOcean platform provides Origin extended reach for our deal processes across multiple industries.”

“We are very pleased to join the Origin platform,” said Bill Doepke, Managing Director at InterOcean.  “Its strong advisory experience, broad industry sector coverage, important presence in Canada, and ample resources will be of great benefit to our current and future clients.”

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“We are tremendously excited to welcome Liana to our Elevate Banking team,” said Jay Tuli, President of Leader Bank. “Liana’s extensive experience and industry knowledge will help Leader Bank bolster our Elevate Banking offerings.”

Liana has more than two decades of experience in the banking industry, including most recently working with high-net-worth clients as a private banker for City National Bank in California. Her commitment to helping her clients find the most impactful solutions to address their banking needs has helped her create a broad network of satisfied clients in California.

“Liana’s dedication to working closely with her clients to ensure they always make informed financial decisions will be an invaluable addition to the Elevate Banking team,” said Dorothy Zahir, Senior Vice President and Head of Retail Banking at Leader Bank. “We look forward to welcoming this new network of clients from California.”

The Elevate Banking team at Leader Bank offers clients premier relationship banking and access to a personal advisor who will provide ongoing individualized guidance regarding the Bank’s many products and services. In addition to providing our business partners and clients with the highest level of personal and business banking solutions, the Elevate Banking team also seeks to provide an array of external financial support.

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“Morningstar Investor is designed to empower investors: We have built new tools that speak to the demand for increased personalization in investment choices and in how investors want to digest information during the research and learning process. All this while retaining many of the great features our users love, such as Morningstar Portfolio X-Ray and investment lists based on Morningstar ratings,” said Adley Bowden, head of individual investor, Wealth Management Solutions, Morningstar. “Both experienced investors and those who are just getting started will enjoy a seamless and incredibly useful tool in Morningstar Investor.”

The exclusive research and ratings available through Morningstar Investor can be assessed across a comprehensive universe of more than 21,000 stocks, 7,000 mutual funds, and 3,000 ETFs. The screening capabilities to find and evaluate investment ideas are nimble and intuitive with multiple configurable views. Investors can also use pre-filtered investment lists to learn about new investment ideas or strategies.

The foundation of an individual’s investment strategy is their portfolio. Individual investors will now be able to invest holistically by getting a complete view of their retirement, college, personal, and other financial accounts all in one place. Morningstar Investor allows individuals to use institutional-grade account linking capability, powered by Morningstar ByAllAccounts aggregation services, to have timely information about their portfolio, without the work of manual tracking.

The platform also includes Morningstar Portfolio X-Ray, which evaluates what an investor holds from multiple angles: asset allocation, sector weightings, fees and expenses, stock statistics, and other characteristics. It also identifies potential overlap within a portfolio that could impact how it is diversified. To help individuals manage their portfolios, Morningstar Investor automatically delivers price updates, new research, changes in ratings, and recent articles based on portfolio holdings, watchlists, and favorited authors.

For current Morningstar Premium users, the experience will move to Morningstar Investor and the Morningstar Premium product will sunset in late 2022. New users will not be able to subscribe to Morningstar Premium. A Morningstar Investor subscription is $249 per year.

Learn more about Morningstar Investor here.

Complimentary Access to Morningstar Investor for Media
Morningstar has long provided its Premium web experience complimentary to active, full-time members of the media to research investments. These individuals will now be provided access Morningstar Investor. Email newsroom@morningstar.com with your request and the media relations team will assist you.

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Charlie joins Allspring with over 25 years of experience working for global asset managers, leading business development and sales strategy across Europe. Charlie will be responsible for expanding Allspring’s financial intermediary distribution business and servicing a growing portfolio of wholesale and retail intermediary clients.

Before joining Allspring, Charlie worked as Head of European Accounts at PGIM Investments, within the Global Financial Institutions Group at Investec Asset Management, and in a senior sales role at Lazard Asset Management.

Charlie Wilson commented, “I am incredibly excited to be joining Allspring Global Investments at this time. The company has an impressive array of investment capabilities with proven expertise in fixed income, equities and multi-asset solutions. It also has a distinctive approach to sustainable investing with truly differentiated solutions co-architected with investors to navigate for the future”.

Andy Sowerby, Head of the International Client Group at Allspring, shared, “We are evolving our business in the UK and across Europe to elevate our partnerships with financial intermediaries, and the appointment of Charlie is an important step in that regard. Our objective is to help investors pursue both financial returns and positive outcomes, and we are developing our resources across the business to be able to make a real difference. Charlie has deep experience of the challenges and opportunities in the market today and we very much look forward to him joining our team”.

To learn more about Allspring and our mission to elevate investing, please visit
www.allspringglobal.com.

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John Madigan was named Managing Group Director, leading a team of six, all of whom joined from Citibank. Madigan formerly was Managing Director for Long Island in the Emerging Corporates Group in Hauppauge, Long Island, N.Y., where he managed a large portfolio of business clients and a team of eight. He began his career there and went on to serve in various roles of increasing responsibility over three decades.

Joining Madigan’s team, based in Melville, Long Island, N.Y., are several professionals who were named Group Director and Senior Vice President. This includes Lou Bidalis, Keith Engley and Steven Schramm, all of whom served as Relationship Manager and Vice President in their most recent role at their prior institution. They have many decades of collective experience developing and overseeing commercial banking client relationships. Keith Novitz, also named Group Director and Senior Vice President at the Bank, most recently served as Senior Vice President of the commercial bank at his prior institution. He spent the majority of his 30-year career also developing and managing a corporate client portfolio. Vicky Moore joined the team as Senior Client Associate after having spent 20 years in various roles with her previous employer.

Tamra Postiglione, named Group Director and Senior Vice President, and Candice Singer, Associate Group Director and Vice President, both join Signature Bank’s private client banking office in Garden City, Long Island, N.Y. They worked together at M&T Bank in Melville where Postiglione was a Senior Vice President and Senior Relationship manager for 17 years, and Singer was Senior Vice President and Relationship Manager for nearly 10. Each bring nearly three decades of banking and financial services experience where they developed and managed a large portfolio of well-established middle-market and not-for-profit clients. Joining the team is Vanessa Amendola as Senior Client Associate. She too previously worked with the team, serving as Assistant Vice President, Portfolio Manager/Commercial Relationship Associate, at their former institution.

Leading another team in Garden City is Gary Raisig named Group Director and Senior Vice President. Supporting Raisig is Scott Achtziger also appointed Group Director and Senior Vice President. Both join from Capital One in Melville where they worked together for nearly a decade and were Directors and Senior Vice Presidents. Raisig brings 16 years of banking experience to his new role while Achtziger brings nearly 20. Raisig managed a portfolio of middle-market clients across diversified industries throughout Long Island and Queens. Achtziger covered a diverse portfolio of business banking clients across the metropolitan New York area. Signature Bank marks the third institution where Raisig and Achtziger work together.

Sergio Orellana and Jason Volges were each appointed Group Director and Senior Vice President, also based in the Garden City office. Orellana and Volges, who will co-head their new team, worked together for eight years at JPMorgan Chase & Co., in Melville, each serving as Commercial Banker and Vice President in the Middle Market and Specialized Industries segment at the institution. Orellana and Volges spent 17 and 15 years, respectively, there.

Based at the Bank’s Long Island City private client banking office in Queens, N.Y. are Usha Balrup and Namia Sultana-Ball. Each were named Group Director and Vice President, joining from Dime Community Bank where they previously worked together. Balrup, with 25 years of banking experience, was a Vice President and Private Banker for the New York City area where she provided solutions and services to both retail and business clients. Sultana-Ball brings a decade of banking and financial services expertise to her new role. Prior to joining the Bank, she was Vice President – Senior Private Banker at her former institution, where she serviced commercial real estate and commercial and industrial (C&I) clients throughout New York City.

Concurrent with the appointment of these new teams, Signature Bank also named Timothy Juliano Group Director and Senior Vice President, joining one of the Bank’s existing teams in Melville led by Group Director Thomas Rogers. Juliano also joins from Dime Community Bank in Melville where he was a Senior Vice President and Group Leader, managing a team of relationship managers within the middle market group. Juliano, a seasoned banker with 33 years of experience, brings deep experience in working with construction contractors, among other industries.

“We continue to emphasize our relationship-based banking model across our growing national banking enterprise. The success of this model is based on our proven abilities to attract veteran bankers who join as teams and serve as the united single point of contact for our clients. In the case of these New York-area teams, they have all worked together in the past and bring their cohesive relationships and extensive experience to Signature Bank. The addition of these highly experienced professionals allows us to expand our founding footprint throughout metro New York, where we initially planted our roots 21 years ago. We look forward to the client relationships these teams will forge and the contributions they will make,” said Joseph J. DePaolo, Co-founder, President and Chief Executive Officer at Signature Bank.

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Through this collaboration, BPI is now available as a payment option at regional and global online merchants supported by Alipay+, while users of BPI can make payments in these merchants with their preferred and familiar payment method.

“The pandemic has rapidly accelerated the shift of payment behavior and preference of Filipinos from cash to digital. We aim to better serve and engage the now digitally savvy customers, by continuously innovating and expanding our digital ecosystem of partners and merchants, for an enhanced digital experience that goes beyond banking,” said Noel Santiago, Chief Digital Officer at BPI.

“Amidst our consistent push to adopt new technologies, 91% of our transactions are now digital, up from 85% prior to the pandemic. Our digital customer base has also grown to 4.9 million in 2021 with a 20% increase in active users compared to the previous year. With the use of BPI Online credentials, the partnership with Alipay+ will bring a convenient and seamless payment experience to BPI customers and connect them to regional and global brands.”

With innovative technologies and products, Alipay+ has seen strong adoptions since its launch in 2020 among regional and global online merchants across e-commerce, digital entertainment and O2O, including leading brands such as Agoda, Apple, Foodpanda, Google, and SHEIN. More than 1 million offline merchants in major European and Asian markets have also partnered with Alipay+ since.

“Digital payment is not only about mobile wallets, but also includes banking apps and other digitalized payment methods. Alipay+ is working closely with digital payment providers such as BPI to alleviate cross-border payments pain points for consumers,” said CHENG Guoming, General Manager of Alipay+ Global Payment Partnership, Ant Group. “BPI is one of the largest and most trusted banks in the Philippines with a loyal customer base. We are excited to partner with BPI to make regional and global brands more accessible to local consumers and to enhance their lifestyle.”

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Camila joins QED as the company’s first employee based in Sao Paulo, Brazil, where she will have a focus on early stage investments.

As an investor and operator with experience working in different regions, Camila brings a well-rounded experience for the region where she will be able to connect founders and startups to valuable resources and leverage QED’s deep fintech experience.

“Camila is a passionate believer in financial inclusion,” said QED Investors Managing Partner Nigel Morris. “She is a formidable, seasoned talent, bringing a combination of deep operational expertise and a strongly held passion for democratizing access to financial products in Brazil. She is a terrific addition to our growing global team to help founders build scalable ways to reduce friction.”

Prior to joining QED, Camila spent her career in technology and financial services. She started her career at Moody’s, a credit rating agency, before joining Goldman Sachs to focus on corporate credit and economic risk.

Later, as part of Goldman’s investment banking division, Camila helped fintech, software and e-commerce companies raise capital and cross over from private to public markets. She went on to join the global strategy and corporate development teams at Ceridian, a global software company servicing more than 160 countries. More recently, Camila spent time at Hotmart, a Brazilian tech unicorn whose platform facilitates sales of digital products enabling creators to build, monetize, manage and grow globally. There, she led strategy and operations, ESG and investor relations.

“QED played a key role in the explosion of the fintech ecosystem in LatAm, and I share the belief that this is only the beginning of a profound change,” said Camila. “QED has continued to invest in best-of-breed entrepreneurs and prove their excellence as founders, partners, entrepreneurs and builders. To be surrounded by this level of conviction and quality of talent is incredibly exciting.”

Founded in 2007, QED Investors has invested in more than 180 companies, including 26 unicorns, and has $4.8 billion under management. In September 2021, QED announced it had closed a substantially oversubscribed $1.05 billion fund, including $550 million in QED Fund VII for early stage investments and $500 million in a new Growth Fund.

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Coinsfera is a proper medium to start your crypto exchange journey and you can also directly buy tether in Dubai at our counter. We provide a user-friendly environment to its customers through easy and secure transactions. Customer satisfaction is our priority, and that’s why we run every possibility to provide you with a quality experience.

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Name: Coinsfera
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According to Ms. Nadeau, “The Program insurance market is a center for innovation, creativity, and specialization.  It continues to mature and is becoming a home to some of the most experienced underwriting talent in the industry. With David’s new role, we’re putting some of our most experienced talent to work so that we can best support our program partners’ growth strategies. David brings nearly 40 years of industry experience as an underwriter, broker and more recently as a risk manager to his new role.”

The latest biennial market survey from Target Markets Program Administrators Association (TMPAA) found that US program premium volume grew by 32.8 percent to $53.8bn from 2018 to 2020 with momentum expected to continue, making program business the fastest growing P&C sector.

Mr. Brooks steps into this new role from his most current role as AXA XL’s Chief Risk Officer for the Americas, effective June 1. After 16 years working in the insurance brokerage community, David joined AXA XL in 1998 to help with the initial launch of its aerospace operation. Since then, he has held numerous roles in underwriting, management, and head of ceded re. In his more recent risk management role, he was instrumental in helping establishing AXA XL’s North America Program due diligence protocol.

In his new role, Mr. Brooks will set strategy, direction and provide a heightened level of sophistication to our Program partners so they can benefit from AXA XL’s deep insurance capabilities and underwriting expertise.

“AXA XL has a long history of supporting niche Program business with partnerships that go back decades. We’re looking forward to boosting our support as growth and increasing demands of the sector become more sophisticated every day,” said Mr. Brooks.  “Under Chris Bressette’s leadership, AXA XL has built a robust and growing Program business. With our financial strength, creativity of coverage, access to multiple coverage lines, actuarial experience, analytical data science capabilities, and knowledge of regulatory issues, we have a lot to offer our program partners. We’re looking forward to extending our expertise, capacity and appetite to build more long-term Program partnerships.”

Commenting on the appointment, Chris Bressette, Chief Underwriting Officer for North America P&C Programs, said: “I am excited to work with David as he aligns strategy and operational synergies across multiple delegated businesses.  From his diverse experiences, I know he will add unique and valuable insights to our P&C space as we work together to execute profitable growth within this business model.”

Follow AXA XL on Twitter and on LinkedIn.

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