Capital Wealth Planning, LLC

CapitalWealthPlanning.com

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Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients.

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MORGAN STANLEY BUYS E-TRADE IN $13 BILLION SHAKEUP TO BROKERAGE MARKET

Morgan Stanley, E-Trade | February 20, 2020

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Morgan Stanley is buying E-Trade in a $13 billion, all-stock deal announced Thursday, bringing more consolidation to the brokerage market and giving the investment bank to the rich a foothold with a more mainstream clientele. The deal, which is the biggest takeover by a major U.S. bank since the 2008 financial crisis, combines Morgan Stanley’s prowess and client-facing resources with E-Trade’s more than 5 million customers, with more than $360 billion in retail trade assets, the comp...

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SOPRA BANKING SOFTWARE ESTABLISHES FINTECH MARKETPLACE WITH VARIOUS OFFERINGS

Sopra Banking Software | February 15, 2021

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Sopra Banking Software launched a marketplace for its partner FinTechs. It is hoping to fuse assistance from its environment to speed up the modernization of banking and financial systems. The marketplace will ease banks and financial institutions to influence pioneer use cases. This will possible with the help of using the power and richness of Sopra Banking Software’s products. Sopra mentioned the marketplace aims to modernize and adopt digital transformation for banks and...

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Cision PR Newswire | October 20, 2020

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Technisys, the company behind the next-gen digital banking platform Cyberbank, today announced that they are an official Google Cloud technology partner, giving Google Cloud financial services customers the ability to differentiate and become an integral part of their customers' lives and lifestyles. As a Google Cloud partner, Technisys offers customers a cloud-native, API-centric and microservices based end-to-end banking platform comprising a next-gen core -- Cyberbank Core -- and digital ...

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FIDELITY LAUNCHES INAUGURAL BITCOIN FUND FOR WEALTHY INVESTORS

Fidelity | August 27, 2020

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Fidelity Investments is launching its first Bitcoin fund, adding its establishment name and star power to the fledgling and often controversial asset class. The Boston-based money manager said in a filing to the Securities and Exchange Commission that it will begin to offer the Wise Origin Bitcoin Index Fund I through a new business unit called Fidelity Digital Funds. Peter Jubber, head of Fidelity Consulting, will run the new business unit, the filing shows. The passively-managed, Bitcoin-only ...

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news image

MORGAN STANLEY BUYS E-TRADE IN $13 BILLION SHAKEUP TO BROKERAGE MARKET

Morgan Stanley, E-Trade | February 20, 2020

Morgan Stanley is buying E-Trade in a $13 billion, all-stock deal announced Thursday, bringing more consolidation to the brokerage market and giving the investment bank to the rich a foothold with a more mainstream clientele. The deal, which is the biggest takeover by a major U.S. bank since the 2008 financial crisis, combines Morgan Stanley’s prowess and client-facing resources with E-Trade’s more than 5 million customers, with more than $360 billion in retail trade assets, the comp...

Read More
news image

Core Banking

SOPRA BANKING SOFTWARE ESTABLISHES FINTECH MARKETPLACE WITH VARIOUS OFFERINGS

Sopra Banking Software | February 15, 2021

Sopra Banking Software launched a marketplace for its partner FinTechs. It is hoping to fuse assistance from its environment to speed up the modernization of banking and financial systems. The marketplace will ease banks and financial institutions to influence pioneer use cases. This will possible with the help of using the power and richness of Sopra Banking Software’s products. Sopra mentioned the marketplace aims to modernize and adopt digital transformation for banks and...

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news image

TECHNISYS NOW AVAILABLE ON GOOGLE CLOUD

Cision PR Newswire | October 20, 2020

Technisys, the company behind the next-gen digital banking platform Cyberbank, today announced that they are an official Google Cloud technology partner, giving Google Cloud financial services customers the ability to differentiate and become an integral part of their customers' lives and lifestyles. As a Google Cloud partner, Technisys offers customers a cloud-native, API-centric and microservices based end-to-end banking platform comprising a next-gen core -- Cyberbank Core -- and digital ...

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news image

FIDELITY LAUNCHES INAUGURAL BITCOIN FUND FOR WEALTHY INVESTORS

Fidelity | August 27, 2020

Fidelity Investments is launching its first Bitcoin fund, adding its establishment name and star power to the fledgling and often controversial asset class. The Boston-based money manager said in a filing to the Securities and Exchange Commission that it will begin to offer the Wise Origin Bitcoin Index Fund I through a new business unit called Fidelity Digital Funds. Peter Jubber, head of Fidelity Consulting, will run the new business unit, the filing shows. The passively-managed, Bitcoin-only ...

Read More

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C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us