Search Results for: robo advisory firms

Apex Advisor Solutions to Offer Robust Trading and Rebalancing Capabilities Through Integrations With AdvisorArch
Fintech News Trading

Apex Advisor Solutions to Offer Robust Trading and Rebalancing Capabilities Through Integrations With AdvisorArch

Business Wire
by Business Wire0
Enhanced UI and vertically integrated platforms will provide advisors and fintechs with open architecture, flexibility and a broad set of trading and rebalancing capabilities to personalize portfolios Apex Advisor Solutions is a product of Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth......
How Has The Role Of The CFO Transformed Over The Years
Featured Fintech Fintech Primers

How Has The Role Of The CFO Transformed Over The Years

Pooja Choudhary
by Pooja Choudhary0
How has the CFO’s position changed? Traditionally, the focus of a CFO in an organization was on accounting, planning, budgeting, and cash flow. CFOs were primarily responsible for managing the organization’s core operations. They participated in negotiations with the banking industry to get the funds and resources required to ensure working......
B2B Lending News

CFPB Floats Guidance To Protect Mortgage Borrowers

Fintech Staff Writer
by Fintech Staff Writer0
The Consumer Financial Protection Bureau (CFPB) has issued an advisory opinion to protect Americans from double dealing on digital mortgage comparison-shopping platforms. Companies operating these digital platforms appear to shoppers as if they provide objective lender comparisons, but may illegally refer people to only those lenders paying referral fees. When......
Artificial Intelligence Featured Finance

Financial Sector And AI Solutions

Pooja Choudhary
by Pooja Choudhary0
With continued pressure to remain innovative, the financial services sector is heading towards cloud-based platforms and AI solutions to provide the best services for its clients. Computer-based intelligence continuously upgrades the capacity to use huge volumes of data for business exercises. This wave of innovation is based on hyper-personalization and......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
by Fintech News Desk0
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
B2B Digital Asset Management News

K2 Integrity Announces Partnership With TRM Labs To Launch Digital Asset Compliance & Risk Management Services

Fintech News Desk
by Fintech News Desk0
K2 Integrity, the preeminent risk, compliance, investigations, and monitoring firm, announced its partnership with TRM Labs, the leading blockchain intelligence firm, to deliver a first-of-its-kind combined solution to the public and private sectors. The partnership will combine TRM Labs’ premier blockchain forensics and compliance tools with K2 Integrity’s deep expertise......
B2B News Technology

Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
FinTech Will Determine the Powerhouse Economies of Next 10 Years
Featured Fintech

FinTech Will Determine the Powerhouse Economies of Next 10 Years

Fintech Staff Writer
by Fintech Staff Writer0
Fintech will determine which countries will become powerhouse economies of the next decade, affirms the CEO of one of the world’s largest independent financial advisory, asset management and fintech organizations.  The observation from Nigel Green, deVere Group’s CEO and founder, follows his appointment as an adviser to Thailand’s National Innovation......
QTR Family Wealth Joins High-Growth Investment Group Bison Wealth
Finance Fintech News

QTR Family Wealth Joins High-Growth Investment Group Bison Wealth

Fintech News Desk
by Fintech News Desk0
QTR brings an established and strong presence in the Central Florida market to Bison Wealth The Hunter Group, formerly part of Merrill Lynch in Orlando, Fla., is on the move, joining Bison Wealth, a division of Bison Holdings, as QTR Family Wealth (QTR). The dynamic wealth management team, led by industry veterans Wes Hunter, Chad......
Bentley Collaborates with KPMG to Transform Accounting with Analytics
Analytics Blockchain News

Bentley Collaborates with KPMG to Transform Accounting with More Analytics

Fintech News Desk
by Fintech News Desk0
The advent of big data, analytics, blockchain and machine learning is creating exciting changes in the field of accounting — and requiring new skills. Bentley University is working with Big Four accounting firm KPMG to develop curriculum for a new Master’s in Accounting program with a focus on analytics. Launching in fall......
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