Search Results for: portfolio management

Fintech News

Bitfarms Announces Changes in Management and Board of Directors

Fintech News Desk
by Fintech News Desk0
Bitfarms Ltd. (“Bitfarms”, or the “Company”) (TSXV:BITF) is pleased to announce changes in strategic leadership and Board members intended to further enhance the implementation of the Company’s strategies for growth and the resignation of John Rim, COO & CFO. Read More: R8 Relaunches as Mode and Appoints Ex Alipay Exec Rita......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
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New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
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US Stocks Poised For Further Upside According to Plotinus Asset Management

Fintech News Desk
by Fintech News Desk0
Economic nationalism worldwide will favor ongoing strength in US-traded stocks, as global investors shift their attention to the most stable economies, argues a new white paper by Plotinus Asset Management. The US is the most sensible opportunity amid geopolitical uncertainty. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago......
Why Should You Choose Alternative Investments for Your Portfolio?
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Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
by Asheesh Chanda0
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
Agora Data and Harvey Mudd College Partner to Develop an AI-Powered Application for the BHPH Industry
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Agora Data Integrates With ABCoA Dealer Management System, Increases Reach of Services for BHPH Dealer Community

Fintech News Desk
by Fintech News Desk0
Agora Data, Inc., a finance solution provider of predictive loan technology, announced today its integration with Advanced Business Computers of America, Inc. (“ABCoA”) Deal Pack. ABCoA’s Deal Pack is a leading provider of dealer management software solutions (“DMS”) to automotive dealers, helping to manage all facets of their operation in one system. The......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Fintech Funding News

Vanguard Consolidates Taxable Money Market Fund Management on Charles River IMS

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street company, today announced that Vanguard Group Inc. has consolidated management of taxable money market funds on the cloud-based Charles River Investment Management Solution (Charles River IMS). Read More: Vitesse, a Fintech Providing Real-Time Cross-Border Payments for Businesses, Scores £6.6m Series A Vanguard is live on......
Fintech News

Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
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Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Sberbank Asset Management achieves highest pension savings yield
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Sberbank Asset Management achieves highest pension savings yield

Fintech News Desk
by Fintech News Desk0
According to the Pension Fund of the Russian Federation, the yield of the pension savings portfolio managed by Sberbank Asset Management in 1H20 has amounted to 11.24% per annum, which is the best result both among private asset management companies and compared to the public asset management company. At the......
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VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
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