Search Results for: strategies

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies
Business Fintech News

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced that Jed Plafker has been named executive vice president of Global Alliances and New Business Strategies. In this newly created position, Plafker will be responsible for the expansion of the company’s digital wealth management and distribution-related financial technology, ensuring that the firm fully harnesses these capabilities for......
PitchBook Benchmarks Continues Cash Flow Series to Examine Distribution Profiles Across Private Market Strategies
Capital Markets Fintech Fintech Funding News

PitchBook Benchmarks Continues Cash Flow Series to Examine Distribution Profiles Across Private Market Strategies

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, released fund performance data through 3Q 2019 from its stand-alone performance measurement product, PitchBook Benchmarks. The comprehensive performance data is designed to help limited partners (LPs) and general partners (GPs) better understand private market fund performance relative to......
Featured Fintech

Future-proofing Your Business Strategies: Lessons from Covid-19

Paroma Sen
by Paroma Sen0
The world’s corporate leaders and governments are supposed to be ready for instantaneous change while honing in the ability to pivot their core plans and strategies overnight. However, no one could have been prepared for the effects and impact of the Covid-19 pandemic. While global leaders have dealt with various......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Capital Markets Fintech Fintech Funding News

SEI Launches the SEI American Funds Strategies for Independent Advisors

Fintech News Desk
by Fintech News Desk0
New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility......
PureFacts Financial Solutions Closes $20 Million Financing Round
Business Fintech News

PureFacts Partners With Cascades Financial Solutions, a Retirement Income Planning Tool That Provides Tax-efficient Decumulation Strategies

Fintech News Desk
by Fintech News Desk0
PureFacts Financial Solutions, a leading provider of mission-critical wealth tech solutions, has taken an ownership stake in Cascades Financial Solutions Inc. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor PureFacts has taken an ownership stake in Cascades Financial Solutions, a powerful retirement income......
New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies
Fintech Investment Services News

New York Life Investments Partners with m+ funds to Add Defined Outcome Strategies

Fintech News Desk
by Fintech News Desk0
New York Life Investments announced the launch of a strategic partnership with m+ funds, an innovative provider of defined outcome solutions. Through the partnership, New York Life Investments will become the exclusive distributor of m+ funds’ growing suite of defined outcome solutions to the U.S. retail market. Read More: Kreditech Rebrands......
Kaufman Hall and Hagerty Consulting Establish a Partnership to Help Healthcare Organizations Navigate and Implement COVID-19 Recovery Strategies
Business Fintech News

Kaufman Hall and Hagerty Consulting Establish a Partnership to Help Healthcare Organizations Navigate and Implement COVID-19 Recovery Strategies

Fintech News Desk
by Fintech News Desk0
Kaufman Hall, a leading provider of healthcare strategic financial planning and other consulting solutions, and Hagerty Consulting, an emergency management and homeland security consulting firm, announced a partnership to help healthcare organizations understand the financial impact of the COVID-19 pandemic and implement disaster cost recovery strategies. This new partnership brings......
MarketAxess Appoints Riad Chowdhury as the New Head of Asia Pacific
Investment Services News Trading

MarketAxess Moves to Support Clients’ Sustainable Investment Strategies

Fintech News Desk
by Fintech News Desk0
Launch of “Trading for Trees” Incentive Program Backed by New Green Bond Trading Functionality MarketAxess Holdings Inc., the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, announced the launch of a “Trading for Trees”......
H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies
Artificial Intelligence News

H2O.ai Empowers MarketAxess to Innovate and Inform Trading Strategies

Fintech News Desk
by Fintech News Desk6
MarketAxess Composite+ Recognized by Industry Experts for its Use of AI H2O.ai, the open source leader in artificial intelligence (AI) and machine learning (ML), announced that its open source platform, H2O, provides critical machine learning capabilities to MarketAxess, the operator of a leading electronic trading platform for fixed-income securities and......
AllocateRite's AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps
Banking News

AllocateRite’s AI-Powered Autonomous Wealth Management Strategies Are Now Available Via iOS and Android Mobile Apps

Fintech News Desk
by Fintech News Desk0
AllocateRite, the New York FinTech and data science company that provides wealth managers with ETF-based dynamic asset allocation strategies and risk analytics, is excited to announce that its proprietary portfolio management and asset allocation strategies are now available to iOS and Android mobile devices via our mobile app. AllocateRite’s AI-powered......
1