Search Results for: Wealth management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment
Fintech News Risk Management

Leaders in the Profession Identify Skills Financial Planners Need to Succeed in Today’s Environment

Fintech News Desk
by Fintech News Desk0
Poll taken also identifies what skills are believed to define success in the future COVID-19 has forced financial advisors to adapt to the changing circumstances The pandemic has presented challenges to planning firms and clients alike. Earlier this year, thought leaders in the financial planning space gathered online for the......
JMI Equity Closes $1.7 Billion Growth Equity Fund
Investment Services News

JMI Equity Closes $1.7 Billion Growth Equity Fund

Fintech News Desk
by Fintech News Desk0
Firm’s Oversubscribed Tenth Fund Will Continue JMI’s Software-Focused Investment Strategy JMI Equity, a growth equity firm focused on investing in leading software companies, announced the closing of JMI Equity Fund X, L.P. (“JMI X” or the “Fund”) at its $1.7 billion hard cap. The Fund, which was oversubscribed, received strong......
BNPL Predicted To Be Top Payment Method In 2021 According to Zip
Business Economy Fintech Investment Services News

BNPL Predicted To Be Top Payment Method In 2021 According to Zip

Fintech News Desk
by Fintech News Desk0
We witnessed cash use decline amidst revelations that cash handling could spread infection. With people looking to reduce contact with physical materials, they reached for contactless options wherever possible. For retail, this meant a shift toward online purchasing and where necessary, merchants simply refused to accept cash payments. According to......
Jobs Boost For SA As TransUnion Opens New Global Capability Centre
Banking Fintech InsurTech Investment Services News Risk Management

Jobs Boost For SA As TransUnion Opens New Global Capability Centre

Fintech News Desk
by Fintech News Desk0
TransUnion has announced the opening of a new Global Capability Centre in South Africa to provide support to clients around the world, creating numerous new jobs in the process. Read More:  Why Application-Layer Security Is The Future Of Fintech The new virtual centre, which will be headed by veteran business......
Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange
Currency Exchange Fintech News

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

Fintech News Desk
by Fintech News Desk0
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys–Enabling RIAs & Broker-Dealers to Manage Trust Accounts Envestnet, Inc., announces the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker- dealers seamlessly utilize trust accounts to facilitate......
JPMorgan Chase Announces Initiatives to Support Minority-Owned and Diverse-Led Financial Institutions
Banking Digital Fintech Investment Services News

JPMorgan Chase Announces Initiatives to Support Minority-Owned and Diverse-Led Financial Institutions

Fintech News Desk
by Fintech News Desk0
JPMorgan Chase today announced initiatives to further support Minority Depository Institutions (MDIs) and diverse-led Community Development Financial Institutions (CDFIs), as part of the firm’s recently announced $30 billion commitment to advancing racial equity. MDIs and CDFIs provide vital financial services in communities that are often underserved. In order to provide this necessary funding......
Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds
Artificial Intelligence Blockchain Capital Markets Cloud Cryptocurrency Digital Fintech News

Financial Services Firms That Invested In Emerging Technologies Profited In 2020, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
Widening gap emerges between Leaders and Non-leaders Leading firms to allocate nearly 20% of global IT budgets to next-generation technologies by 2023 Over half of financial services firms worldwide plan to increase their spending over the next two years on next-generation technologies such as AI, blockchain, the Cloud and digital,......
SurgePays Adds Jay Jones, Seasoned Telecom and Software Development Executive, to its Board of Directors
Business Fintech Investment Services News Trading

SurgePays Adds Jay Jones, Seasoned Telecom and Software Development Executive, to its Board of Directors

Fintech News Desk
by Fintech News Desk0
SurgePays, Inc., a fintech company building a next generation supply chain network that can offer wholesale goods and financial services for the underbanked more cost efficiently than traditional distribution models, announces today that Jjkareem (Jay) Jones, a telecom and software development executive with over 30 years of experience, has joined......
1