Search Results for: Fidelity

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
Commerce Investments News Technology

Fidelity Investments® Acquires Shoobx®, Bolstering Commitment To Equity Plan Capabilities For Private Companies

Fintech News Desk
by Fintech News Desk0
Fidelity Investments® announced it is furthering its commitment to the private market with the acquisition of Shoobx®, a leading provider of automated equity management operations and financing software for private companies at all growth stages, up to and including an initial public offering (IPO). Financial terms of the acquisition are not being......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
by Fintech News Desk0
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show
Finance News

Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show

Fintech News Desk
by Fintech News Desk0
Americans’ frustration with credit unions persists. “Credit unions continue a long, slow decline in member satisfaction that is now in its fifth consecutive year” According to the American Customer Satisfaction Index (ACSI) Finance Study 2021-2022 – which provides customer satisfaction benchmarks for banks, credit unions, financial advisors, and online investment – satisfaction......
The FinOps Foundation Announces Fidelity Investments as a Premier Member
Fintech News

The FinOps Foundation Announces Fidelity Investments as a Premier Member

Fintech News Desk
by Fintech News Desk0
Fidelity Joins Other Prominent Foundation Members at Inaugural FinOps X Summit to Educate and Drive Momentum for FinOps Ecosystem The FinOps Foundation, a part of The Linux Foundation’s non-profit technology consortium and focused on advancing the people and practice of cloud financial management, announced today at the inaugural FinOps X Conference in Austin,......
Keyno CVVke Fraud Prevention Solution Significantly Reduces Online Fraud for Fidelity Bank Bahamas Customers
Banking News

Keyno CVVke Fraud Prevention Solution Significantly Reduces Online Fraud for Fidelity Bank Bahamas Customers

Fintech News Desk
by Fintech News Desk0
Keyno Inc, a leading maker of cutting-edge payment technologies, today announced it has facilitated a dramatic and sustained reduction in online fraud at Fidelity Bank Bahamas with its CVVkey (dynamic CVV2) fraud prevention solution. The year-over-year comparison of debit and credit card portfolios showed an overall fraud reduction of 70.8%......
DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings
Digital Asset Management News

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings

Fintech News Desk
by Fintech News Desk0
Strategic Alliance with DACFP Provides Fidelity Institutional Clients with Preferred Rate on Certificate in Blockchain and Digital Assets Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors on digital assets, including......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Fidelity Investments Rolls Out New Features on Bond Trading Platform
News Trading

Fidelity Investments Rolls Out New Features on Bond Trading Platform

Fintech News Desk
by Fintech News Desk0
Bond Beacon, Fidelity Institutional’s Digital Fixed Income Trading Solution Accessible Through the Wealthscape Platform, Now Available to All Wealth Management Firms Fidelity Investments announced new features and expanded access to Fidelity Bond Beacon, a Fidelity Institutional solution designed to provide wealth management firms with a comprehensive platform to manage all......
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