Search Results for: robo advisory firms

Gabelli Funds To Launch Third ETF – The Gabelli Asset ETF (GAST)
Digital Asset Management Fintech News

Gabelli Funds To Launch Third ETF – The Gabelli Asset ETF (GAST)

Fintech News Desk
by Fintech News Desk0
A Fund Focused on Beneficiaries of Automation GAMCO Investors, Inc. announced  that it will launch the Gabelli Asset ETF , on or about January 3, 2022. This team-managed fund, like its predecessor, Love Our Planet and People, will not incur any fees or expenses for the first $25 million of......
BM Technologies Announces Strategic Merger with First Sound Bank
Banking News

BM Technologies Announces Strategic Merger with First Sound Bank

Fintech News Desk
by Fintech News Desk0
BM Technologies, Inc., one of the largest digital banking platforms in the country, announced the signing of a definitive agreement to merge with First Sound Bank, a Seattle, Washington-based community business bank. BMTX will pay up to $7.22 in cash for each share of FSB common stock or approximately $23......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
by Fintech News Desk0
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
Financial Technology Association Welcomes New Members
Artificial Intelligence Banking Finance Fintech Machine Learning

Financial Technology Association Welcomes New Members

Fintech News Desk
by Fintech News Desk0
Klarna, Truework, Nium, Sezzle join cross-section of fintech leaders focused on advancing modern, consumer-centric regulation The Financial Technology Association (“FTA”) announced that Klarna, Truework, Nium, and Sezzle have become the newest members of the trade group. With these new members, FTA expands and deepens its broad representation of the fintech......
American Fintech Council (AFC), The Leading Voice in Fintech, Adds 10 New Members, Diversifying Fintech Industry Participation
Fintech Fintech Primers News

American Fintech Council (AFC), The Leading Voice in Fintech, Adds 10 New Members, Diversifying Fintech Industry Participation

Fintech News Desk
by Fintech News Desk0
Introduces the formation of a community advisory board consisting of leading consumer groups, CDFI’s and academic leaders to help further promote responsible innovation and dialogue The American Fintech Council (AFC) has expanded its membership, adding 10 additional members and broadening to include digital banks, robo-advisors, RegTech and other fintech firms.......
Genesis launches FX Prime trade capture application
Business Fintech Investment Services News Trading

Genesis Launches FX Prime Trade Capture Application

Fintech News Desk
by Fintech News Desk0
Genesis, the global financial markets software firm, today launched FX Prime, a trade capture application developed for FX & rates trading desks with Prime Broker integration. The application has been developed in partnership with XP Investments, United States based subsidiary of the Brazilian broker-dealer XP Investimentos, the largest broker-dealer in......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
Fintech News

New generation of Canadian Accountants call for industry to embrace the sector’s rapid technological advancements

Fintech News Desk
by Fintech News Desk0
NEW Sage research finds nearly half of Canadian accountants and bookkeepers are aware of how new technologies can help make their practices more efficient Sage (FTSE:SGE), the market leader for cloud business management solutions, today released the fourth annual Practice of Now report. The worldwide survey of 3,298 accountants and bookkeepers found that......
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