Search Results for: wealth manager

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
Business Fintech Investment Services News

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
by Fintech News Desk0
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
RIA in a Box Launches Compliance Software for Private Funds
Fintech Fintech Funding Investment Services News

RIA in a Box Launches Compliance Software for Private Funds

Fintech News Desk
by Fintech News Desk0
Private fund advisors finally have software to support their unique compliance needs RIA in a Box, a leading provider of compliance and registration solutions for wealth managers and investment organizations, today announced it has launched a new platform to address the unique regulatory requirements faced by private fund advisers including......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Fintech News

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud

Fintech News Desk
by Fintech News Desk0
Oppenheimer’s New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.......
Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Banking Fintech News

Oppenheimer & Co. Inc. Welcomes New First-Year Investment Banking Analysts, Reflecting Firm’s Commitment To Cultivating Next Generation Talent

Fintech News Desk
by Fintech News Desk0
Investment Bank Analyst Program Launched Over 30 Years Ago to Onboard 12 Recent College Graduates Across New York, Boston, Baltimore and San Francisco Offices Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), announced the firm is welcoming its newest......
The FinTech Sector Will Lead M&A Activity Out of the Doldrums, and This Is Why …   
Fintech Fintech Funding Guest Posts InsurTech Investment Services

The FinTech Sector Will Lead M&A Activity Out of the Doldrums, and This Is Why …   

Nicky Cotter
by Nicky Cotter0
Seven months into a global pandemic, the harsh lessons learned are creating a sweet spot for FinTech companies and start-ups and an expected uptick in deals involving US tech giants. And while lagging 2019 levels, we’ve seen US-based deal activity rise 3% in 2020. On the M&A side we saw big acquisitions with FIS acquiring Worldpay for $35Bn and Fiserv acquiring First......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking
Banking Blockchain Fintech Investment Services News

Blockchain Valley Ventures Appoints former Global Head of Investments at Credit Suisse Private Banking

Fintech News Desk
by Fintech News Desk0
Thomas Amstutz, will be appointed as BVV Asia-Pacific Chairman to capture the emerging fintech and blockchain opportunities between Switzerland and Singapore. Blockchain Valley Ventures (BVV), the Swiss-based venture capital firm and corporate finance advisor, announced today the appointment of Thomas Amstutz as the Asia-Pacific Chairman to bolster its private wealth......
SIMON Expands Annuities Marketplace as Global Atlantic Joins Platform
Fintech InsurTech News

SIMON Expands Annuities Marketplace as Symetra Joins Platform

Fintech News Desk
by Fintech News Desk0
Symetra annuities are now available on SIMON’s insurtech platform, which offers powerful allocation and income analytics to wealth managers in one centralized location SIMON Annuities and Insurance Services LLC (“SIMON”) today announced a new partnership with Symetra Life Insurance Company (“Symetra”) in a move that expands SIMON’s annuities platform and......
News Trading

Flyer Adds Brian Bleasdell as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Flyer, a leading provider of trading tools, connectivity and infrastructure for the wealth management industry, announced today that Brian Bleasdell has joined the firm’s executive team as Chief Product Officer. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection As Flyer extends its offering for wealth managers, Bleasdell......
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