Search Results for: Financial Advisor
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
Braven Announces Launch of Financial Services & Insurance Innovation Unit and Welcomes Joel Herold as Cobuild Partner
Braven, an early stage investment firm specializing in regulated industries, announces its second innovation group, the Financial Services & Insurance Unit, focusing on digital transformation in finance, capital markets, banking, and insurance. Joel Herold joins the unit as Braven’s first Cobuild Partner to manage the development of Braven’s portfolio investments......
First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California
First Citizens Wealth launched a new wealth advisory business with a team of advisors across Southern California to better serve individuals, families, and institutions in growing, managing, and preserving their wealth. Led by regional executive Art Saldivar, a financial services veteran, the Southern California team consists of seven experienced financial professionals working from three......
Marygold & Co. Partners With Sardine and Incode To Protect Clients’ Financial Futures With AI
Harnessing its new partners’ AI-driven security platforms, the Marygold & Co. fintech app better secures client payments and accounts in the digital age Marygold & Co., a subsidiary of The Marygold Companies, announced partnerships with Sardine, a fraud prevention and compliance software company, and its partner Incode Technologies Inc., a leading identity......
Finance Super App Curve Makes Its First Step Towards Becoming a Financial Marketplace
Curve, the London-based Fintech that combines all your cards and accounts into a single smart card and app, introduces its new app interface, the first phase in its longstanding mission to become an OS for money. The new app has just two tabs, a digital “Wallet,” and a new interface named Launchpad.......
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
First Trust Advisors L.P. (“FTA”) announces the declaration of the monthly distribution for First Trust Income Opportunities ETF, advised by FTA. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics FTA is a federally registered investment advisor and serves as the Fund’s investment......
Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Ant Group Unveils its Financial Large Language Model and Two New Applications
Financial LLM is in closed test with financial institution partners on Ant Group’s wealth management and insurance platforms The company will implement the financial LLM on its digital finance platform business supporting financial institutions in the China market. Ant Group unveiled its financial large language model at the 2023 INCLUSION·Conference......
Conquest Planning and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Strategic partnership combines cutting-edge technology and expertise to deliver personalized financial solutions for investors across Canada Conquest Planning, a technology platform modernizing financial planning with customized and convenient advice, and Aviso Wealth Inc. (“Aviso”), one of Canada’s largest independent wealth management firms, announced a partnership to provide Conquest’s leading technology......