Search Results for: Digital Asset Management

My Digital Money Introduces Trigger Order Feature for CryptoIRA Investors
Cryptocurrency Currency Exchange Digital News

My Digital Money Introduces Trigger Order Feature for CryptoIRA Investors

Fintech News Desk
by Fintech News Desk0
New Capability Makes Asset Management Easier for Account Holders Investing in Cryptocurrencies My Digital Money (MDM), a self-trading CryptoIRA investment platform, launched its Trigger Order feature to help investors better manage their crypto investment, limit potential losses during market dips and easily capitalize on opportunities for gains without daily monitoring.......
Hub International Acquires The Insurance Brokerage Assets Of Virginia-Based Pete Webb Agency
Fintech InsurTech News

Hub International Acquires The Insurance Brokerage Assets Of Virginia-Based Pete Webb Agency

Fintech News Desk
by Fintech News Desk0
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the insurance brokerage assets of Pete Webb Agency. Terms of the transaction were not disclosed. The owner, Pete Webb, was previously part of Nationwide Mutual Insurance Company’s (Nationwide) exclusive distribution model and which......
Equilibrium and FutureProof Announce Climate Risk Asset Pricing Partnership
Fintech News

Equilibrium and FutureProof Announce Climate Risk Asset Pricing Partnership

Fintech News Desk
by Fintech News Desk0
Collaboration employs fintech to provide unparalleled insight into real-asset, sustainability-linked investment  FutureProof, a financial technology firm that enables companies to understand, quantify, and prepare for the financial impacts of climate change announced its partnership with Equilibrium Capital Group, a leading global sustainability-driven asset management firm. Together, Equilibrium and FutureProof will......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
AssetMark Closes on the Acquisition of Voyant
Fintech News

AssetMark Closes on the Acquisition of Voyant

Fintech News Desk
by Fintech News Desk0
AssetMark Financial Holdings, Inc., a leading provider of wealth management and technology solutions for financial advisors, announced the completion of its acquisition of Voyant, a global provider of SaaS-based financial planning, wellness and client digital engagement solutions. Voyant serves more than 20,000 advisors across financial institutions and small advisor firms......
HSBC Asset Management Finances the Launch of RadiantESG Global Investors
Investments News

HSBC Asset Management Finances the Launch of RadiantESG Global Investors

Fintech News Desk
by Fintech News Desk0
A women-owned investment firm HSBC Asset Management announces that it is taking a minority stake in Radiant ESG, a US-based, ESG and diversity and inclusion (D&I) focused consulting firm co-founded by Heidi Ridley and Kathryn McDonald, former CEO and Head of Sustainable Investing at Rosenberg Equities, respectively. “We are delighted......
Dakota Wealth Management to Acquire Persimmon Capital Management
Investments News

Dakota Wealth Management to Acquire Persimmon Capital Management

Fintech News Desk
by Fintech News Desk0
Strategic acquisition expands footprint into the Philadelphia area Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA. With the addition of Persimmon, Dakota Wealth Management now......
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