Search Results for: Portfolio Management

U.S. Bank Names Troy Remington as Chief Credit Officer
Banking News Risk Management

U.S. Bank Names Troy Remington as Chief Credit Officer

Fintech News Desk
by Fintech News Desk0
U.S. Bank announced that it has named Troy Remington as chief credit officer. Remington has been serving as interim chief credit officer since early August, when the former chief credit officer accepted a new leadership role within the company. Remington will report to Jodi Richard, U.S. Bank’s chief risk officer.......
This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire
Investments News

This October, Pave Finance Is Launching an Investment Advisor Empowering Everyone to Manage Their Money Like a Billionaire

Fintech News Desk
by Fintech News Desk0
In March of 2020 as the Covid-19 pandemic swept through New York City, Pascal Cevaer-Corey, Pave Finance’s co-founder and CEO, was becoming increasingly concerned about wealth inequality. “Pave’s investment technology used to be reserved for the ultra-wealthy,” said Pascal Cevaer-Corey, CEO of @Pavefinance. “That’s why when we say have your money......
Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors
Fintech News

Carson Onboards FeeX, Offering Leading Fintech Retirement Service to Financial Advisors

Fintech News Desk
by Fintech News Desk0
FeeX technology allows advisors to manage clients’ held-away retirement accounts, deepening their impact across clients’ entire financial picture Carson Group, one of the fastest growing financial services firms in the country, has partnered with the fintech retirement solution FeeX to give Carson’s network of advisors the ability to fully manage......
Vectra Bank Welcomes New Municipal Finance Relationship Manager
Banking News

Vectra Bank Welcomes New Municipal Finance Relationship Manager

Fintech News Desk
by Fintech News Desk0
Vectra Bank Colorado is pleased to welcome Ryan Morrill to the municipal finance team. Morrill will be filling the role of Municipal Finance Relationship Manager, serving Vectra Bank’s footprint across Colorado and New Mexico. Morrill will collaborate with governmental entities, municipal advisers, bond attorneys, trustees and governmental associations to identify, structure and fund tax-exempt and......
Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants
Fintech News

Acorns Hires First Chief Investment Officer To Empower Customers To Evolve From Passive Investors to Active Participants

Fintech News Desk
by Fintech News Desk0
Acorns Grow Incorporated (“Acorns”), the investing app that has helped its customers invest more than $9.6 billion, has appointed seasoned investment manager, Seth Wunder, CFA, as its first Chief Investment Officer (CIO) ahead of its expected public listing. Wunder joins Acorns with a proven track record as an entrepreneur and established portfolio......
Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services
Fintech News

Gainfully joins White Glove to Accelerate Growth in Enterprise Financial Services

Fintech News Desk
by Fintech News Desk0
Acquisition of Gainfully accelerates transition to full spectrum marketing White Glove, a portfolio company of Rockbridge Growth Equity and fintech marketing company specializing in client acquisition services for financial advisors, announced the acquisition of Gainfully Inc., an industry leader in compliance-enabled content marketing technology for enterprise insurance and financial services......
RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider
Fintech News

RadiantESG Selects STP Investment Services as End-to-End Operational Services Provider

Fintech News Desk
by Fintech News Desk0
STP Investment Services, a global financial technology company offering front, middle and back-office support, as well as investment operations outsourcing servicing more than $340 billion in total assets, has been selected by RadiantESG Global Investors to act as its all-inclusive operational services and platform solution. “As an asset manager focused on next......
Finastra and Bakkt Announce Plans to Enable Crypto Trading for Community Banks and Credit Unions
Fintech News

Finastra and Bakkt Announce Plans to Enable Crypto Trading for Community Banks and Credit Unions

Fintech News Desk
by Fintech News Desk0
The strategic partnership enhances digital banking services with digital asset marketplace and wallet functionality Finastra and Bakkt announced plans to make Bakkt’s digital marketplace and wallet available through Finastra’s open developer platform and app store, FusionFabric.cloud. Through the partnership, Bakkt, the trusted platform that enables consumers to buy, sell, store and spend a......
Cybernance Brings Audited, Certified Cyber Risk Scores to Banks and Credit Unions Through Finastra’s FusionStore
Fintech News

Cybernance Brings Audited, Certified Cyber Risk Scores to Banks and Credit Unions Through Finastra’s FusionStore

Fintech News Desk
by Fintech News Desk0
App enables banks and credit unions to tap into capabilities to help meet regulatory requirements for cyber risk Cybernance Corporation announced that the Cybernance Platform is now available through Finastra’s FusionStore. The app enables Finastra bank and credit union customers to tap into capabilities to help meet regulatory requirements for managing cyber risk, in......
Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App
Digital Payments Fintech News

Mogo Partners with CI Investment Services on MogoTrade Commission Free Stock Trading App

Fintech News Desk
by Fintech News Desk0
Mogo Inc., a digital payments and financial technology company, announced a new partnership with CI Investment Services Inc. to provide a range of back office services to support MogoTrade, Mogo’s upcoming commission free stock trading app. CI Investment Services is a leading Canadian broker-dealer that provides a wide range of......
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