Search Results for: Portfolio Management

Financial Institutions Expected to Boost AI Investments for Customer Service in 2024, New Syntellis Report Finds
Artificial Intelligence Finance Fintech

Syntellis Released “2024 CFO Outlook for Financial Institutions”

Fintech News Desk
by Fintech News Desk0
The report results provide insights on how institutions fared in 2023, as well as current and future industry challenges, trends, and priorities. According to a new survey report from Syntellis Performance Solutions, now part of Strata Decision Technology – 2024 CFO Outlook for Financial Institutions, The financial services industry has......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Elevations Credit Union Launches with Alkami's Online Retail, Business and Mobile Banking
Banking News

Elevations Credit Union Launches with Alkami’s Online Retail, Business and Mobile Banking

Fintech News Desk
by Fintech News Desk0
Member base will now benefit from Alkami’s single platform for retail, business and mobile By Global FinTech Series News Desk Alkami Technology, Inc, a leading cloud-based digital banking solutions provider for financial institutions in the U.S., announced that Elevations Credit Union has launched Alkami’s online business and retail banking platform.......
J.P. Morgan Releases 2024 Alternatives Outlook: Navigating a Shifting Investment Landscape
Investment Services News

J.P. Morgan Releases 2024 Alternatives Outlook: Navigating a Shifting Investment Landscape

PR Newswire
by PR Newswire0
Research explores opportunities in Multi-Alternatives Strategies, Core Private Infrastructure, Private Equity and Commercial Real Estate J.P. Morgan released its 2024 outlook for the alternative investment landscape Uncertainty has remained a central theme in financial markets over the past several years. Surging inflation, rapid interest rate increases, slowing global growth, increased......
BlackRock Agrees to Acquire Global Infrastructure Partners (“GIP”), Creating a World Leading Infrastructure Private Markets Investment Platform
Fintech

BlackRock Agrees to Acquire Global Infrastructure Partners (“GIP”), Creating a World Leading Infrastructure Private Markets Investment Platform

Business Wire
by Business Wire0
The combination of GIP with BlackRock’s highly complementary infrastructure offerings creates a comprehensive global infrastructure franchise with differentiated origination and asset management capabilities. BlackRock, Inc. and Global Infrastructure Partners (“GIP”), a leading independent infrastructure fund manager, jointly announce that they have entered into an agreement for BlackRock to acquire GIP......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
Sailing into a Crypto Future: Highlights from Bybit's #TheCryptoArk Keynote
Cryptocurrency News

Sailing into a Crypto Future: Highlights from Bybit’s #TheCryptoArk Keynote

PR Newswire
by PR Newswire0
Bybit Co-Founder and CEO Ben Zhou illuminated the path for the crypto industry in his keynote address. After growing its spot market share by 8x in 2023, Bybit Co-Founder and CEO Ben Zhou illuminated the path for the crypto industry in his keynote address. The CryptoArk Keynote was a showcase of Bybit’s significant......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
eCargo Secures US$5 Million Debt Facility to Grow Supply Chain Platform
Finance Fintech News

eCargo Secures US$5 Million Debt Facility to Grow Supply Chain Platform

Business Wire
by Business Wire0
The funds will be utilised to fast-track Flow’s continued growth by allowing the platform to fund an increased number of B2B transactions and the higher transaction values for its client base of buyers and suppliers. eCargo Holdings Limited (ASX: ECG) (eCargo), a supply chain company helping brands expand and sell......
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