Search Results for: mutual funds

Zafin Launches Next-Gen Tiering Capability as Financial Institutions Intensify Competition for Customer Loyalty and Deposit Retention
Finance Fintech News

Zafin Launches Next-Gen Tiering Capability as Financial Institutions Intensify Competition for Customer Loyalty and Deposit Retention

Business Wire
In a recent Celent report, over 60% of banks in North America and Europe have identified customer retention and engagement as top strategic priorities, signaling a growing need for solutions like Zafin’s Tiering Capability to deepen customer relationships and drive long-term profitability Responding to the increasing demand for hyper-personalization in......
HFR and Radient Announce Strategic Partnership for Hedge Fund Analysis Driven by AI
Artificial Intelligence Fintech Fintech Funding News

HFR and Radient Announce Strategic Partnership for Hedge Fund Analysis Driven by AI

Cision PRWeb
HFR, the global leader in hedge fund indices, and Radient AI, the breakthrough AI fund intelligence platform, announce a strategic partnership, and launch a hedge fund analysis platform driven by AI. HFR, the global leader in hedge fund indices, and Radient AI, the breakthrough fund intelligence platform, powered by artificial......
BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets
Finance Fintech

BlackRock Teams With GeoWealth to Offer Custom Models Featuring Simplified Access to Private Markets

Business Wire
Automated Custom Models to Enable Access to Private Markets, Direct Indexing and Fixed Income SMAs in Addition to ETFs and Mutual Funds in a Single Account BlackRock today announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth......
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Global Fintech Series Interview with Vall Herard, CEO of Saifr

Paroma Sen
Hi Vall, tell us about yourself and more about your role at Saifr… I’m the CEO of Saifr, an AI-powered risk prevention and management solution for safeguarding consumers and organizations. Saifr is a part of Fidelity Labs, Fidelity Investments’ in-house fintech incubator. Like most folks, I’ve made a few strategic......
Roz Smith Named Chief Operating Officer of Broadridge International
Fintech News

Roz Smith Named Chief Operating Officer of Broadridge International

PR Newswire
Global Fintech leader Broadridge Financial Solutions, is pleased to announce the appointment of Roz Smith as Chief Operating Officer of Broadridge International, effective May 1, 2024. Smith, who is based in London, will work closely with Mike Sleightholme, President of Broadridge International, to further scale and grow Broadridge internationally and deliver an unparalleled customer service experience in......
FundGuard Announces a Strategic Alliance with ICE to Enhance User Experience with Investment Accounting with Comprehensive Data Integration
Investment Services News

FundGuard Announces a Strategic Alliance with ICE to Enhance User Experience with Investment Accounting with Comprehensive Data Integration

Business Wire
FundGuard, the first fully cloud-native, AI-powered multi-asset and multi-book investment accounting utility announced a strategic collaboration with ICE’s data services business, which is part of Intercontinental Exchange, a leading operator of global exchanges and clearing houses and provider of data and listings services. “This collaboration underscores our commitment to innovation......
Russell-Investments-Canada-Limited-Announces-Monthly-Distributions-for-Exchange-Traded-Fund-Series
Fintech Investments News

Russell Investments Canada Limited Announces Monthly Distributions for Exchange Traded Fund Series

Business Wire
Russell Investments Canada Limited (“Russell Investments Canada”) today announced cash distributions for the ETF Series of certain mutual funds (“ETF Series”) for the months of April, May, and June. Unitholders of record of the ETF Series, as of the Record Date, will receive a per-unit cash distribution payable on the......
CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes
Finance Fintech News

CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes

Business Wire
CI GAM is renaming the CI Personal Portfolios and significantly reducing their combined management and administration fees. CI Global Asset Management (“CI GAM”) announces it has received securityholder approval for a series of enhancements to its product lineup, including the merger of 11 mutual funds into other mutual funds and changes......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
Seven in Ten Women Investors Are Rethinking if and When They Can Retire
Investment Services News

Seven in Ten Women Investors Are Rethinking if and When They Can Retire

PR Newswire
Single Women Less Optimistic About Financial Outlook Than Married Peers Uncertain market conditions and the rising cost of living are significantly impacting women investors and their retirement plans. As they grapple with cascading economic headwinds, seven in ten (70%) women investors say that inflation and signs of a potential recession......
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