Search Results for: investment strategies

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
Sigmoid Strengthens Financial Services, Industrial, and Media Offerings With Accelerators and Hiring Deep Domain Experts
Finance News

Sigmoid Strengthens Financial Services, Industrial, and Media Offerings With Accelerators and Hiring Deep Domain Experts

Fintech News Desk
by Fintech News Desk0
Focuses on hiring strategic advisors, training employees, and building ecosystem partnership to drive growth Sigmoid, a leading data engineering and AI solutions company, unveiled its three pronged approach of hiring strategic advisors, training and building ecosystem partnerships to augment domain expertise across CPG, media, industrial manufacturing, and financial services industries.......
Qorus and Accenture 2022 Banking Innovation Awards Now Open for Applications
Banking News

Qorus and Accenture 2022 Banking Innovation Awards Now Open for Applications

Fintech News Desk
by Fintech News Desk0
Banks and fintechs have until Sept. 30 to apply; categories include analytics and AI, future workforce, and reimagining the customer experience Qorus, the organization formerly known as Efma, and Accenture launched the ninth edition of the Qorus-Accenture Banking Innovation Awards. The global competition rewards the best new innovative ideas and......
Kyriba Launches Portfolio VaR Analysis to Tackle Currency Risk
Finance News

Kyriba Launches Portfolio VaR Analysis to Tackle Currency Risk

Fintech News Desk
by Fintech News Desk0
New Analytics Offer More Precise and Immediate Decision Support to FX Risk Managers, Optimizing Hedging Programs Kyriba, (“the Company”), a global leader of cloud-based finance and IT solutions, announced the launch of Kyriba FX with correlated value at risk (VaR) analysis to provide corporate Treasurers and FX Risk Managers with......
Stellus Capital Management Announces Key Hires
Banking News

Stellus Capital Management Announces Key Hires

Fintech News Desk
by Fintech News Desk0
Stellus Capital Management, LLC (“Stellus”), a leader in middle market direct lending, announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations. Latest Fintech News: VCTI Introduces Broadband Infrastructure Investment Analytics for Private Equity Firms “With their many years of credit, private equity and investment......
FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
by Fintech News Desk0
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
After Physical Health, Financial Well-Being Is Most Important To Younger Consumers, DE&I Audiences And Those Who Are “Underbanked”
Finance News

After Physical Health, Financial Well-Being Is Most Important To Younger Consumers, DE&I Audiences And Those Who Are “Underbanked”

Fintech News Desk
by Fintech News Desk0
Reach3 Insights’ research on future of Financial Services industry shows nearly half of these harder-to-reach audiences expect cash no longer to be used in five years, banks to disappear in 10 Financial well-being is second in importance only to health for younger consumers, DE&I audiences and those who use alternative financial......
DFC grants an up to 200 million USD loan to Vietnam's SeABank
Banking News

DFC grants an up to 200 million USD loan to Vietnam’s SeABank

Fintech News Desk
by Fintech News Desk0
U.S. International Development Finance Corporation (DFC) has announced its approvement of 34 transactions valued up to1.4 billion USD that advance development impact in developing countries. Among these projects, Southeast Asia Commercial Joint Stock Bank (SeABank, stock code: SSB) is the only Vietnam-based bank to be approved an up to $200 million loan in......
Potloc Closes CAD$35Million Series B Round to Drive Global Growth with its Game Changing Research Technology
Fintech Funding News

Potloc Closes CAD$35Million Series B Round to Drive Global Growth with its Game Changing Research Technology

Fintech News Desk
by Fintech News Desk0
Targeting a CAD$40B market for surveys, investors back latest Montreal data company with its breakthrough approach to ensuring better quality data through precision targeting and industry-leading speed Potloc, the research technology company delivering new levels of data quality, precision and speed with its social media sampling technology, today announced the closing of its Series......
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