Search Results for: manage clients

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Treasure Global Signs MOU With Leading Regional Payment Gateway Provider in South-East Asia, iPay88
Fintech News

Treasure Partners With Digital Bank Grasshopper to Enhance Cash Management and Provide Greater Financial Visibility for Businesses

Fintech News Desk
by Fintech News Desk0
Treasure Financial, a fast-growing B2B fintech company, which provides automated cash management solutions for growing businesses, today announced that it partnered with Grasshopper Bank to deliver a new platform where businesses can dynamically optimize the rate they are generating on their cash balances and have better vision into their financial health. This......
FOMO Pay to Utilize Ripple On-Demand Liquidity for Crypto-Enabled Treasury Management
Cryptocurrency News

FOMO Pay to Utilize Ripple On-Demand Liquidity for Crypto-Enabled Treasury Management

Fintech News Desk
by Fintech News Desk0
Ripple, the leader in enterprise blockchain and crypto solutions, announced a partnership with Singapore-based major payments institution FOMO Pay, which will utilize Ripple’s crypto-enabled enterprise technology to improve its cross-border treasury flows. Latest Fintech News: DIFX Partners with Crypto Oasis to Further Establish Its Foothold in the Competitive Global Crypto......
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
Fintech News

Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds

Fintech News Desk
by Fintech News Desk0
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts Investing in technology to better optimize data and modernize data management are the top priorities for financial services firms according to new research by global Fintech leader, Broadridge Financial......
Fiserv Enables Financial Institutions to Better Manage Strategic Risk with Data-Driven Decision Making
Finance News

Fiserv Enables Financial Institutions to Better Manage Strategic Risk with Data-Driven Decision Making

Fintech News Desk
by Fintech News Desk0
Integrating a broad set of operational and transactional data with analytics modeling positions financial institutions to maintain resiliency and grow Fiserv, Inc. a leading global provider of payments and financial services technology solutions, is enabling financial institutions to leverage data to gain forward-looking insights into business operations and manage governance......
UiPath Empowers Sumitomo Mitsui Trust Bank to Improve Operational Efficiency and Risk Management
Banking News

UiPath Empowers Sumitomo Mitsui Trust Bank to Improve Operational Efficiency and Risk Management

Fintech News Desk
by Fintech News Desk0
Over four years, the bank has automated over 250 critical business operations and saved more than 400,000 hours UiPath a leading enterprise automation software company, today announced that Sumitomo Mitsui Trust Bank, Limited has deployed the UiPath Platform, resulting in savings of more than 400,000 total hours in labor-intensive tasks. Over......
Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles
Blockchain Digital Payments News

Bosonic expands Commercial Management Team with the appointment of key Business Development and Client Success roles

Fintech News Desk
by Fintech News Desk0
Bosonic, a layer-2 blockchain infrastructure (dFMI) provider for real-time digital assets clearing and settlement, has today announced the appointment of Julie Briand as Head of Client Success and Sarthak Jain as Regional Manager of Institutional Sales. Both roles will be based in London, UK. Latest Fintech News: Lincoln Financial Group Names James Reid Executive Vice......
Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors
Finance News

Citizens Financial Group to Expand Wealth Management Business with Acquisition of Paladin Advisors

Fintech News Desk
by Fintech News Desk0
Citizens Financial Group, Inc. announced a definitive agreement to purchase select assets and liabilities of Paladin Advisors, an independent, registered investment advisor headquartered in Kensington, New Hampshire. This acquisition strengthens Citizens’ presence in an important geography, while bringing additional investment capabilities to the Clarfeld | Citizens Private Wealth team. Latest......
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