Search Results for: research, education

Numeric Raises $10 Million to Transform Accounting with AI
Artificial Intelligence News

Numeric Raises $10 Million to Transform Accounting with AI

PR Newswire
Numeric, an AI-powered accounting automation company, has raised $10 million in a Seed round from Founders Fund, Menlo Ventures, 8VC, Long Journey, Friends & Family Capital, and more to fuel product development and hiring. Numeric has quickly become a leader in accounting automation. Hundreds of private and public companies – including Brex, Plaid, and Wealthfront – leverage Numeric to......
Global Real-Time Payments Growth “Sustainable” As New Use Cases Push Transactions to Record Highs – ACI Worldwide Report
Finance Fintech News

Global Real-Time Payments Growth “Sustainable” As New Use Cases Push Transactions to Record Highs – ACI Worldwide Report

Business Wire
266.2 billion real-time payments transactions were recorded globally in 2023, a YoY growth of 42.2% 49% of all real-time transactions worldwide were made in India, followed by Brazil (14%), Thailand (8%), China (7%) and South Korea (3%) Report highlights lessons learned from five of the world’s most successful real-time payments......
iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
Charles-Schwab-Named-Best-Investing-Platform-Overall-by-U.S.-News
Fintech Investments News

Charles Schwab Named Best Investing Platform Overall by U.S. News

Business Wire
Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second......
Santander-US-Survey-Finds-Optimism-Rising-Among-Middle-Income-Households-as-Concerns-about-Inflation-and-Recession-Ease
Finance Fintech News

Santander US Survey Finds Optimism Rising Among Middle-Income Households as Concerns about Inflation and Recession Ease

Business Wire
The survey found that six in 10 middle-income Americans have not moved money to earn higher yields on their savings, and more than one in four do not know their current rate. Of those who know what their current rate is, 56% of middle-income consumers are earning less than 3%.......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
TradeStation Securities Collaborates with OptionsPlay to Enhance User Experience with Cross-Platform Integration
Finance Fintech News Trading

TradeStation Securities Collaborates with OptionsPlay to Enhance User Experience with Cross-Platform Integration

Business Wire
TradeStation Securities clients who subscribe to OptionsPlay can now act on trade insights generated by OptionsPlay seamlessly without having to use a separate brokerage platform to place trades. TradeStation Securities, Inc. (“TradeStation Securities”), an award-winning,* self-clearing online brokerage for trading stocks, ETFs, options and futures, today announced it is the......
What Is a Cryptocurrency Exchange? Definition, Types, and How to Choose the Right One
Cryptocurrency Featured

What Is a Cryptocurrency Exchange? Definition, Types, and How to Choose the Right One

Prajakta Ayade
The world of cryptocurrency isn’t new now, but is exciting, baffling, and everything in between. For those new to the crypto space, navigating exchanges – the platforms where you buy and sell digital currencies – can feel like deciphering a foreign language. Since the advent of Bitcoin in 2009, the......
Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch
Finance Fintech News

Women Confident Managing Short-Term Finances, but Less So on Long-Term Strategies, Finds New York Life Wealth Watch

Business Wire
The survey found that women report feeling the most knowledgeable about paying bills, maintaining good credit, and saving for emergencies. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women. Confidence is the top emotion that men......
Latest Data Released from Nationwide Financial Literacy Test and Average Score Remains Below Passing
Fintech News

Latest Data Released from Nationwide Financial Literacy Test and Average Score Remains Below Passing

PR Newswire
The National Financial Educators Council (NFEC) has released the latest annual data from its National Financial Literacy Test, a 30-question assessment that measures people’s capabilities across 10 key money management areas. The NFEC has carried out this research since 2014 to characterize the status of financial wellness across the U.S.......
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