Sumitomo Mitsui Trust Bank selects Delio to serve high-net-worth clients

Delio has been selected by Sumitomo Mitsui Trust Bank (SMTB) as the provider of a new digital platform that will accelerate the promotion and distribution of private market investment opportunities to the bank’s high-net-worth (HNW) and institutional clients. The platform launch marks the start of a strategic partnership between Delio and SMTB and is a significant milestone in the bank’s strategy to offer its clients greater access to private markets.
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Stay On Top Of The Debt Relief Industry's Regulatory Landscape

On November 6-7, 2022, Shipkevich PLLC will be hosting a Regulatory Workshop in Costa Mesa, California focusing on the fundamental regulatory issues facing debt relief professionals and how they can adapt.