Category : Investment Services

Banking Fintech Investment Services News

Oppenheimer & Co. Inc. Appoints Jarl Berntzen As Managing Director In The Technology Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Oppenheimer & Co. Inc. – a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings announced that Jarl Berntzen has joined the Firm’s Global Technology Investment Banking Group as a Managing Director with a primary focus on providing strategic advisory services to companies in the vertical SaaS and......
Fintech Investment Services News Trading

Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
Fintech Investment Services News

OpenExchange Announces Record Q2 Amidst Virtual Conference Boom; Expands Executive Team to Support Continued Growth

Fintech News Desk
by Fintech News Desk0
OpenExchange, the leading virtual conference and video streaming solution for the financial services sector, today announced organizational changes and new personnel appointments designed to support the company’s rapid growth and high customer demand as it prepares for an even bigger second half of the year. Read More: Kensho Collaborates with......
Fintech Investment Services News

E*TRADE Study Reveals Significant Rebound in Bullish Sentiment

Fintech News Desk
by Fintech News Desk0
E*TRADE Financial Corporation announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate investors are bullish on the market but have a wary economic outlook: Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “It’s encouraging to......
Business Capital Markets Fintech Fintech Funding Investment Services News

TrueBridge Capital Partners Raises $600 Million for Sixth Venture Capital Fund-of-Funds

Fintech News Desk
by Fintech News Desk0
Venture capital investment firm TrueBridge Capital Partners announced the close of its sixth venture capital fund-of-funds, TrueBridge Capital Partners Fund VI, L.P. (“Fund VI”) with $600 million in limited partner commitments. With this latest fund, TrueBridge surpasses its previous fund of $450 million and now manages over $3.3 billion in assets. Read More: Strider Announces......
Economy Fintech Investment Services News

Venture Capital Fundraising and Investment Dollars Remained Healthy Through 1H 2020 Amid Slowdown in Exits and Deal Count Due to Impacts of COVID-19

Fintech News Desk
by Fintech News Desk0
Despite external economic headwinds, venture capital (VC) fundraising activity exhibited strength in Q2 2020 while exit and dealmaking activity slowed due to the impacts of the coronavirus pandemic, according to the PitchBook-NVCA Venture Monitor, the authoritative quarterly report on venture capital activity in the entrepreneurial ecosystem jointly produced by PitchBook and......
Economy Fintech Investment Services News

Global X ETFs Thematic Investing: Emerging Opportunities for Alpha-Seeking Investors Amid Stay at Home Economy

Fintech News Desk
by Fintech News Desk0
COVID-19 has triggered the most transformative macroeconomic event in recent history. To prevent the recession from developing into a lasting depression, global policymakers have launched an unprecedented array of fiscal and monetary measures. Additionally, investors face the rise of domestic social unrest and geopolitical tensions that generate economic uncertainties, while......
Fintech Investment Services News

World Wealth Report 2020: North America Surpasses Asia-Pacific in High Net Worth Individual Wealth Growth for First Time in Eight Years While COVID-19 Brings Uncertainty

Fintech News Desk
by Fintech News Desk0
High Net Worth Individual1 (HNWI) wealth and population grew by almost 9% globally in 2019 despite a global economic slowdown, international trade wars and geopolitical tensions, finds the World Wealth Report 2020 from Capgemini. North America and Europe took the lead with around 11% and 9% growth respectively, surpassing Asia-Pacific (with 8%) for the......
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
Fintech Investment Services News

Fidelity Survey: Top Reason for Companies to Offer Charitable Giving Program Is to Help Employees Give Back to Local Communities

Fintech News Desk
by Fintech News Desk0
As organizations continue to add charitable giving programs to their benefits platform, recent research1 conducted by Fidelity Investments and the Association of Corporate Citizenship Professionals (ACCP) found that three quarters (75%) of companies surveyed indicated that giving back to the community was one of the most important reasons to offer a......
1