Search Results for: Wealth management

HSBC Asset Management Announces Changes to Its Mutual Fund Series
Banking Fintech News

HSBC Asset Management Announces Changes to Its Mutual Fund Series

Fintech News Desk
by Fintech News Desk0
HSBC Global Asset Management (Canada) Limited, manager of the HSBC Mutual Funds, announced changes to its mutual funds. The changes include a new D series and capping of its Manager series to new investors. New D series units HSBC Global Asset Management (Canada) Limited has today announced the launch of......
SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers
Fintech Investments News

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

Fintech News Desk
by Fintech News Desk0
SIMON expands its industry leading, advisor-facing technology platform to launch the wealth industry’s first digital end-to-end alternative fund marketplace, providing access to a full suite of investment opportunities from leading asset managers Powered by +SUBSCRIBE’s state-of-the-art electronic subscription document technology, the marketplace will enable financial advisors to centralize their activity......
DriveWealth Partners with Fintech Unicorn Toss Securities to Give South Koreans Unprecedented Access to U.S. Stock Market for the First Time
Fintech Investment Services News

DriveWealth Partners with Fintech Unicorn Toss Securities to Give South Koreans Unprecedented Access to U.S. Stock Market for the First Time

Fintech News Desk
by Fintech News Desk0
DriveWealth democratizes investment opportunities for Millennials and first-time investors through fractional trading technology DriveWealth, LLC, a pioneer in fractional investing and embedded finance, announced its partnership with Toss Securities to offer safe and easy international investing services for Millennials and stock trading beginners. Toss Securities is a subsidiary of Viva Republica,......
FeeX Tapped By Priority Financial Group to Power Held-Away Account Management
Fintech News

FeeX Tapped By Priority Financial Group to Power Held-Away Account Management

Fintech News Desk
by Fintech News Desk0
PFG’s Retirement Plan Center gives advisors a platform to monitor, trade and report on client 401(k)s and other held-away assets Priority Financial Group (PFG) announced it has partnered with FeeX, a financial technology provider, to power the firm’s Retirement Plan Center. The Center will allow advisors to securely trade and manage clients’......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
New Digital Investment Platform Stackwell Aims to Close Racial Wealth Gap
Banking Fintech Investments

New Digital Investment Platform Stackwell Aims to Close Racial Wealth Gap

Fintech News Desk
by Fintech News Desk0
A Mobile Application that Delivers Automated Investment Tools and Education to Help Build Black Wealth Stackwell, a mobile application that delivers automated investment tools and education to help build Black wealth announced that it filed an application for registration with the U.S. Securities and Exchange Commission as an investment adviser......
Wealthface Launches Advanced Trading Platform
Finance Fintech Investments News Trading

Wealthface Launches Advanced Trading Platform

Fintech News Desk
by Fintech News Desk0
– Announcement follows Robo-Advisor launch – Platform offers MENA user-friendly trading platform – Platform offers trades in the US market at a low cost – Platform offers fractional shares solution and a Basket of stocks – Platform offers tailored factor investing portfolios with Halal Islamic option Wealthface, an Investment management......
Mobilum Technologies Announces Management Changes
Digital Asset Management Digital Payments News

Mobilum Technologies Announces Management Changes

Fintech News Desk
by Fintech News Desk0
Mobilum Technologies Inc., a technology-driven company making traditional finance accessible through digital payment infrastructure and digital asset management technologies, is pleased to announce the appointment of Michael Vogel as Chief Executive Officer of Mobilum and Wojciech Kaszycki as President. Michael Vogel Mr. Vogel is currently a director of the Company. He is a well-known......
Soon Partners with Central Payments, Visa, Galileo to Underpin Automated Wealth Engine
Banking Fintech News

Soon Partners with Central Payments, Visa, Galileo to Underpin Automated Wealth Engine

Fintech News Desk
by Fintech News Desk0
Soon, a consumer wealth management platform, announced major partnerships to accelerate the release of its automated wealth engine via the Soon Visa Debit Card. Banking and debit card partnerships are essential to Soon’s product, and they are also the most complex and crucial components of a debit card program. This......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
by Fintech News Desk0
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
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