Search Results for: wealth manager

Tipalti Expands Global Alliances Program With Over 50 New Partners
Finance News

Tipalti Expands Global Alliances Program With Over 50 New Partners

PR Newswire
by PR Newswire0
Global Partners Klear, Net at Work and Zift Solutions Join Forces with Global Payables Leader to Reduce Friction and Increase Efficiency Tipalti, the leading finance automation platform, announced it has expanded its Alliances Program, adding more than 50 new partners, dramatically growing Tipalti’s global distribution and implementation reach. Some of......
TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank
Banking Finance News

TIAA Completes Sale of TIAA Bank to Private Investors; Bank Now Doing Business as EverBank

PR Newswire
by PR Newswire0
Company retains a board seat and a non-controlling ownership stake in the bank, which will continue to serve TIAA retirement participants. Achieving an important milestone in its strategic plan to refocus on the company’s core retirement, wealth and asset management businesses, TIAA has completed the sale of TIAA Bank to......
Securitize Expands Modernization of Capital Markets into Europe
Capital Markets Digital Asset Management News

Securitize Expands Modernization of Capital Markets into Europe

PR Newswire
by PR Newswire0
Spanish health care REIT Mancipi S.A. aims to raise $150 million euros through using Securitize’s technology with shares issued on the Avalanche blockchain Securitize, the U.S.-based leader in real-world asset tokenization, announced that it has begun the issuance of tokenized securities in Europe. The news follows the June 2022 announcement that Securitize had been accepted......
American Banker publishes Building a Customer-Centric Bank research report, analyzing the customer-focused strategies and priorities of financial institutions
Banking News

American Banker Names Regions Bank’s Dr. Chun Schiros Among Most Powerful Women in Banking

Business Wire
by Business Wire0
Schiros is the latest leader at Regions recognized as an emerging woman in leadership. Regions Bank on Thursday announced American Banker magazine has named Dr. Chun Schiros, senior vice president and head of Enterprise Data Science for Regions, to its 2023 Most Powerful Women in Banking: Next list. Latest Fintech Interview:......
Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process
Compliance management Investment Services News

Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process

Business Wire
by Business Wire0
New integration enables firms and financial professionals to meet Reg BI and PTE 2020-02 rollover obligations and grow their businesses Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow their firms, announced its integration with InvestorCOM, a leading regulatory compliance software and communications solution for......
73 Strings Announces Series A Funding Led by Blackstone and Fidelity International Strategic Ventures
Investment Services News

73 Strings Announces Series A Funding Led by Blackstone and Fidelity International Strategic Ventures

Business Wire
by Business Wire0
With existing clients totaling $2 trillion in AUM, 73 Strings will continue to fuel geographic expansion and product innovation 73 Strings, the pioneering provider of valuation and portfolio monitoring solutions for the private capital industry, has completed its Series A funding round. The investment was led by Blackstone Innovations Investments, Blackstone’s......
WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy
Banking News

HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy

Business Wire
by Business Wire0
HSBC has launched its Global Private Banking (GPB) business in India to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) professionals, entrepreneurs and their families. The new business is aimed at clients with investable assets of more than $2 million. “Entrepreneurialism and innovation are fuelling both economic growth and significant wealth creation......
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment Services News

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets

PR Newswire
by PR Newswire0
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane announced the launch of a new AI-powered investment assistant that will combine Hamilton Lane’s......
GTCFX, UAE's Leading STP Broker Onboards Optimove as CRM Marketing Solution to Strengthen Customer Relationships
News Trading

GTCFX, UAE’s Leading STP Broker Onboards Optimove as CRM Marketing Solution to Strengthen Customer Relationships

PR Newswire
by PR Newswire0
The UAE’s #1 online-trading brand partners with the retention marketing leader to scale marketing personalization and Customer-Led Marketing  GTCFX, the multi-regulated online brokerage house, announced a new partnership with Optimove, the first Customer-Led Marketing platform. The collaboration is indicative of Optimove’s rapid expansion into the trading and financial services industries.......
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