Search Results for: strategies

PitchBook Releases Analyst Workspaces Providing Unprecedented Access to Analyst Insights and Materials
Capital Markets Fintech Investment Services News

New PitchBook-Collision Venture Investor Survey Uncovers Realities of Investing During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Results also examine investor sentiment towards emerging tech, and offer a look at investing in a post-Covid world PitchBook, the premier data provider for private and public equity markets,  released the findings from a new survey conducted in partnership with Collision from Home, a Web Summit event uniting more than......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
by Fintech News Desk0
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
NTC’s Hillman Recognized as Industry Thought Leader
Fintech News

NTC’s Hillman Recognized as Industry Thought Leader

Fintech News Desk
by Fintech News Desk0
Nationwide Title Clearing, Inc. (NTC), the leading post-closing service provider for the nation’s largest financial institutions, investors, servicers, and custodians, announced that company CEO John Hillman had been recognized by the PROGRESS in Lending Association as a 2020 Thought Leader. Hillman joined NTC 24 years ago and has been at......
Featured Fintech Fintech Radar

The Changing Role and Responsibilities of the CFO, during a Time of Crisis

Paroma Sen
by Paroma Sen0
These pandemic times are resulting in a shift not only in how teams collaborate and how the global workforce is going to plan the Future of Work, it is creating a transformation within various roles. Sales leaders and salespeople need to imbibe certain traits and skills to keep revenue coming......
OWL Analytics Partners with FinMason to Deliver ESG Ratings
Business Fintech Investment Services News

OWL Analytics Partners with FinMason to Deliver ESG Ratings

Fintech News Desk
by Fintech News Desk0
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: GlobalFintechSeries......
Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Ally Lending expands relationship with Milan Laser
Fintech Investment Services News

Ally Invest Digital Conference Puts Focus on Investing in Today’s Market Environment

Fintech News Desk
by Fintech News Desk0
Ally Invest, the online brokerage and wealth management arm of Ally Financial announced its second digital conference designed to help people of all experience levels sharpen their investing skills. The fully-online “Ally Invest Digital Conference,” scheduled for Wednesday, June 24, 2020, is free to attend and will be livestreamed on Ally’s YouTube......
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