Search Results for: wealth manager

Hearsay Systems' 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts
Finance Fintech News

Hearsay Systems’ 2024 Financial Services Social Selling Content Study Measures Impact of 13 Million Social Media Posts

Business Wire
by Business Wire0
Over the last four years, video content published increased by 287%, but text-only posts still see the highest level of engagement Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, today announced the findings of its 2024 Social Selling Content Study. Now in its seventh......
FactSet Introduces AI-Powered Portfolio Commentary
Artificial Intelligence Fintech News

FactSet Introduces AI-Powered Portfolio Commentary

GlobeNewswire
by GlobeNewswire0
A breakthrough portfolio analysis solution that drives productivity and understanding FactSet, a global financial digital platform and enterprise solutions provider, today announced its latest GenAI advancement, Portfolio Commentary. This innovative solution complements FactSet’s industry-leading performance attribution capabilities with detailed and source-linked commentary to empower buy-side and wealth management professionals to......
Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK
Finance News

Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK

PR Newswire
by PR Newswire0
The funding will support Recurrent Energy in the execution of its global solar PV and energy storage project pipeline, as it transitions to become an independent power producer (IPP) and accelerates its growth strategy. Recurrent Energy, a subsidiary of Canadian Solar and a global developer and owner of solar and energy......
NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
by Business Wire0
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper
Investment Services News

Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper

PR Newswire
by PR Newswire0
Increased retail investor engagement as a result of the evolving market and regulatory framework Global Fintech leader Broadridge Financial Solutions, announced its latest whitepaper on the trends driving the proxy voting and corporate governance activities of retail investors throughout Europe. The whitepaper, The Continued Empowerment of the Retail Shareholder, looks at how ongoing......
Matsui Securities Adopts Broadridge's Post Trade Solution to Drive Stock Lending Efficiency
Fintech News

Matsui Securities Adopts Broadridge’s Post Trade Solution to Drive Stock Lending Efficiency

PR Newswire
by PR Newswire0
The modular cloud-based solution will open new markets and reduce maintenance burden and complexity Matsui Securities Co., Ltd., one of Japan’s top online securities brokers, has selected global Fintech leader Broadridge Financial Solutions, Inc.’s cloud based SaaS post-trade processing solution to drive operational efficiency in its stock lending business. System integrator Intelligent Wave will develop......
Calastone Appoints Nick Parsons as Chief Technology Officer
Finance Fintech News

Calastone Appoints Nick Parsons as Chief Technology Officer

Business Wire
by Business Wire0
Calastone, on of the largest global funds network, has appointed Nick Parsons as Chief Technology Officer (CTO). As CTO, Nick is responsible for Calastone’s technology operations as well as product strategy and development. Bringing over 30 years’ experience in the IT and asset management industry, Nick is a proven technology......
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......
Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI
Digital Asset Management News

Transforming Asset Management: BetaNXT and TIFIN AMP Partner to Redefine Fund Distribution with AI

PR Newswire
by PR Newswire0
Asset Managers will be able to leverage TIFIN AMP + BetaNXT’s data ecosystem for greater precision and higher conversion in their distribution efforts. In a collaboration that promises to revolutionize fund distribution, TIFIN AMP, the cutting-edge AI platform for Asset Management distribution, has announced a strategic partnership with BetaNXT, a leading provider of......
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