WESTON, Mass.--(BUSINESS WIRE)--Aug 6, 2024--
Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories.
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Mehere most recently served as CEO of the digital investment platform YieldStreet for nine years, growing it to a fintech unicorn with 500,000 members and over $5 billion in investments. He also co-founded Yodle, an ad technology platform for small- and medium-sized businesses, scaling it to more than $200 million in revenue and 1,400 employees, which led to its $342 million acquisition by Web.com in 2016. Mehere’s strategic vision has earned him numerous accolades, including being named a Finalist in 2023 for EY’s Entrepreneur of the Year. He is also an Innovation Fellow at Columbia University and an international keynote speaker.
"We are thrilled to have Milind join our Board as we continue to expand our offering and add new clients,” said Mike Fanning, CEO of Advisor360°. “Milind is an expert at growing companies and is passionate about leveraging technology to bring professional wealth management and investing guidance within reach of more individuals and families.”
Mehere’s appointment comes at a time of robust growth at Advisor360°. In addition to Mike Fanning assuming the role of CEO earlier this year, the company recently brought onboard Bank of America veteran Abbe Gálvez Cordón as Senior Vice President of Strategy & Corporate Development while continuing to evolve its award-winning Digital Onboarding platform and grow its client roster.
“I’m very excited about the cutting-edge work that Advisor360° is doing to transform the way financial advisors and firms work—and look forward to helping the company reach the next level,” said Mehere. “Advisor360° is at the forefront of AI innovation and data automation in wealth management. The company’s commitment to the end investor really comes through in how it serves clients.”
About Advisor360°
Advisor360° builds, integrates and delivers technology for wealth management firms. The company’s award-winning integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients and the home office so that firms can drive better outcomes and innovate quickly. Advisor360° clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics and compliance. The company’s proprietary Unified Data Fabric® (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. The company is headquartered in Weston, Massachusetts, with offices in Bengaluru, India; and remote workforces in Canada and Northern Ireland. Today, three million households with $1 trillion in assets benefit from the connected Advisor360° experience. To learn more, visit www.advisor360.com.
Milind Mehere, Board Member, Advisor360° (Photo: Business Wire)
DAVOS, Switzerland (AP) — As the World Economic Forum’s annual gabfest gets into full swing Tuesday, President Donald Trump gave everybody something to talk about with his actions on his first day back in office.
Energy industry executives will mull Trump's vow to “drill, baby, drill.” Foreign leaders will decipher what he means with his wish to expand U.S. territory. Environmentalists will decry his planned exit from the Paris climate deal. Trade advocates can digest his newly christened “External Revenue Service” to collect tariffs and duties.
From the earliest speeches, panel discussions and back-channel meetings in the Swiss Alpine town of Davos, Trump’s executive orders and evocative oratory will loom large.
Here's a look at what's on tap Tuesday in Davos.
Right from the start, participants will be able to riff off of -- and possibly rip into -- Trump’s new tack.
One of the earliest sessions serves up “early thoughts” about the U.S. presidency; another focuses on electric vehicles, a Biden administration “mandate” for which Trump vowed to revoke.
Yet another dissects how the European Union will balance its environmental ambitions with a need for economic development -- and Trump’s vow to declare a “national energy emergency” will certainly weigh on minds in Brussels. An afternoon talk considers Europe's defense strategy with Trump reviving his “America First” ambitions.
European Commission President Ursula von der Leyen gets early billing on the Davos dais. Her morning speech will send an early signal about how the 27-country bloc is interpreting Washington's new line.
She's likely to try fancy footwork — France and her native Germany are riven by political discord and uncertainty, and some recently ascendant leaders like Italy's Giorgia Meloni have cast themselves as more Trump-friendly.
German Chancellor Olaf Scholz, who has lashed out at Trump ally Elon Musk's support for the European far-right, also will speak.
Scholz's hold on power in economically sluggish Germany appears tenuous: His Social Democrats are trailing third in polls showing conservative Friedrich Merz is the favorite to become the next chancellor after Feb. 23 elections. Merz is himself set to take part in a discussion in Davos late Tuesday.
During his presidential campaign, Trump said he could end the Russia-Ukraine war in one day. He didn't mention either country in his inaugural address, even if he did say he wants to be “a peacemaker and a unifier” more generally.
Nearly three years after Russia's full-blown invasion, Ukrainian President Volodymyr Zelenskyy will take the stage. Both Moscow and Kyiv have been seeking battlefield gains to strengthen their negotiating positions ahead of any prospective talks to end the conflict.
The president of Israel, Isaac Herzog, and the prime minister of Qatar, Sheikh Mohammed bin Abdulrahman Al Thani, are likely to take discuss the Gaza ceasefire.
And U.S. corporate chieftains for companies like Coca-Cola, Bank of America and Boston Consulting Group will share thoughts on the direction of the U.S. economy under Trump's new term.
A climate activist sprays color to the entrance of the Hotel Flueela to protest against the annual meeting of the World Economic Forum, WEF, in Davos, Switzerland, Monday, Jan. 20, 2025. (Michael Buholzer/Keystone via AP)
Special police is on guard on the roof of the congress hotel prior to the 55th annual meeting of the World Economic Forum, WEF, in Davos, Switzerland, Monday, Jan. 20, 2025. (Michael Buholzer/Keystone via AP)
Countries' flags fly on the roof of the congress center in front of Kongress Hotel prior to the 55th annual meeting of the World Economic Forum, WEF, in Davos, Switzerland, Monday, Jan. 20, 2025. (Laurent Gillieron/Keystone via AP)
Activists of Drop Fossil Subsidies protest after they sprayed an Amazon shop window with paint as a police officer cordons off the area during the 55th annual meeting of the World Economic Forum, WEF, in Davos, Switzerland, Monday, Jan. 20, 2025. (Michael Buholzer/Keystone via AP)
A man cleans the floor at the congress center prior to the official opening of the Annual Meeting of the World Economic Forum in Davos, Switzerland, Monday, Jan. 20, 2025. (AP Photo/Markus Schreiber)
People line up in front of the Ukraine house to watch the inauguration of Donald Trump on screens alongside the World Economic Forum in Davos,Switzerland, Monday, Jan. 20, 2025. (AP Photo/Markus Schreiber)
People watch the inauguration of Donald Trump on screens at the Ukraine house alongside the World Economic Forum in Davos, Switzerland, Monday, Jan. 20, 2025. (AP Photo/Markus Schreiber)