Search Results for: wealth manager

US Leads the Way as Regulators Commit to Robust Crypto Rules
Digital Asset Management News

US Leads the Way as Regulators Commit to Robust Crypto Rules

Fintech News Desk
by Fintech News Desk0
92% OF institutional investors and Wealth Managers back SEC ‘regulation by enforcement’ approach According to newglobal research by London-based Nickel Digital Asset Management (Nickel), Europe’s regulated, award-winning digital assets hedge fund manager founded by alumni of Bankers Trust, Goldman Sachs and JPMorgan, international investors are increasingly convinced that regulators are......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Mirador Unveils Enhanced Compensation Management Services
Fintech News

Mirador Unveils Enhanced Compensation Management Services

Business Wire
by Business Wire0
Mirador Empowers Advisors and Streamlines Operations with Cutting-Edge Tools Mirador, a leading managed services partner that provides best-of-breed financial reporting services, technology solutions, and products to the U/HNW wealth management industry, unveiled its revitalized compensation management services. Latest Fintech Interview: Global Fintech Interview with Ramy Ashour, Global Head of Enterprise......
Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists
Fintech News

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Business Wire
by Business Wire0
Seven impressive fintechs set to showcase their innovations in front of the largest independent gathering of financial advisors and professionals in the world Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, announced an elite group of finalists for the second annual......
34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products
Investment Services News

34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products

Business Wire
by Business Wire0
Clarity AI and GIST Impact Host Successful Virtual Event on Investing and Biodiversity Global sustainability tech platform, Clarity AI and impact data and analytics provider GIST Impact recently convened over 180 asset managers, wealth managers, and asset owners for a highly engaging virtual event, to discuss the crucial role of biodiversity......
Passthrough And STP Investment Services Announce Strategic Partnership to Enhance Investor Experience
Fintech Investment Services News

Passthrough And STP Investment Services Announce Strategic Partnership to Enhance Investor Experience

Business Wire
by Business Wire0
Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, and STP Investment Services (STP), a leading technology-enabled services company, are excited to announce a strategic partnership to transform the investor onboarding experience and drive operational efficiencies for STP’s clients and their investors. “By connecting with our infrastructure, STP’s......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
by PR Newswire0
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
ESG and Customer Experience: New Study Reveals Priorities of European Financial Services
Fintech News

ESG and Customer Experience: New Study Reveals Priorities of European Financial Services

Business Wire
by Business Wire0
The financial sector in Europe is undergoing a profound transition. Over 52% of the surveyed firms intend to tackle full-spectrum innovation projects within the next two years to remain competitive. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Over 52 percent of the......
Learning and Development Holds the Keys to Success in Decentralized Finance
DeFi Guest Posts

Learning and Development Holds the Keys to Success in Decentralized Finance

Hector Payne
by Hector Payne0
As Decentralized Finance (DeFi) plays an increasingly pivotal role in financial services – from transaction banking to wealth management – institutions must invest in bridging the emerging skill gap and help its professionals embrace opportunity. The rise of Decentralized Finance (DeFi) has been nothing short of meteoric. DeFi protocols and......
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