Search Results for: Portfolio Management

PIMCO Launches New Preferred and Capital Securities Active Exchange-Traded Fund
Investment Services News

PIMCO Launches New Preferred and Capital Securities Active Exchange-Traded Fund (PRFD)

Fintech News Desk
The fund will invest primarily in Preferred and Capital Securities, which may provide investors diversification, favorable tax treatment, and opportunity for attractive yields PIMCO, one of the world’s premier fixed income investment managers, is expanding its actively managed exchange-traded fund suite with the addition of a new ETF that aims......
Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering
Banking News

Bank Nagelmackers Partners With Objectway to Implement Their New Private Client Offering

Fintech News Desk
Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation Bank Nagelmackers, one of the leading personal and private banks in Belgium, has selected Objectway, a Pan-European Wealth & Asset Management software and......
KeyPoint Credit Union Welcomes New Chief Financial Officer
Finance News

KeyPoint Credit Union Welcomes New Chief Financial Officer

Fintech News Desk
Industry Veteran John Caladim Joins San Jose-based KeyPoint KeyPoint Credit Union, one of the largest Credit Unions in California, named John Caladim as its new Chief Financial Officer. Most recently, Caladim was Vice President of Finance at Travis Credit Union, a $4.7 billion-asset credit union. Brad Canfield, President and CEO of KeyPoint, said, “After an......
CardWorks Announces Acquisition of c to Expand Services for Lenders and Asset Managers
Finance Fintech News

CardWorks Announces Acquisition of Dataline Systems to Expand Services for Lenders and Asset Managers

Fintech News Desk
Dataline brings unique capabilities in payment disbursement services, data reporting and analytics, and business process automation that are additive and complementary to CardWorks Servicing CardWorks Servicing, LLC (“CWS”), a wholly-owned subsidiary of CardWorks, Inc. (“CardWorks”) and one of the largest privately-held providers of end-to-end outsourcing support services for credit card and......
Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients
Cryptocurrency News Trading

Announcing Kraken Pro: The Secure Trading Platform for Advanced Clients

Fintech News Desk
Institutional-grade performance with a modern, highly customizable user interface Kraken, one of the world’s longest standing and most trusted crypto platforms, is proud to announce the public launch of Kraken Pro. The powerful web platform encompasses a full suite of advanced trading tools and unified access to spot trading, margin......
Q2 Leads Way in Small Business Digital Banking Vendor Scorecard, Issued by Javelin Strategy & Research
Banking News

Q2 Leads Way in Small Business Digital Banking Vendor Scorecard, Issued by Javelin Strategy & Research

Fintech News Desk
Apiture and NCR ranked as overall leaders. Digital banking platforms that offer flexibility and personalization are highly sought after by banks and credit unions striving to become central to the financial lives of their business customers Q2 leads the race to modernize business digital banking in Javelin Strategy & Research’s 2022......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
79% Of Risk Pros Prioritize Credit Risk Transformation in Race to Digitalize Banking
Banking News

79% Of Risk Pros Prioritize Credit Risk Transformation in Race to Digitalize Banking

Fintech News Desk
Banks grapple with advanced analytics while expediting credit risk transformation to realize a faster, smarter “phygital” future Regulatory demands, calls for greater transparency and accessibility, plus customers jumping ship to more agile fintech counterparts – banks are feeling pressured to enact a digital revolution, according to risk professionals on the......
Sunwest Bank Secures Multiyear Partnership with CRE FinTech Blooma
Fintech News

Sunwest Bank Secures Multiyear Partnership with CRE FinTech Blooma

Fintech News Desk
In September, Sunwest Bank announced the renewal of its partnership with emergent FinTech, Blooma, as part of a larger digital transformation initiative. The multiyear contract represents a longstanding relationship between the two entities that began in 2021 with the adoption of Blooma to help automate and streamline the bank’s portfolio......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
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