Search Results for: Wealth management

New A.I. Visual Branding Solution Announced For Financial Marketers
Fintech News

New A.I. Visual Branding Solution Announced For Financial Marketers

PR Newswire
by PR Newswire0
A.I-powered image service Images of Substance empowers marketers to take control of their visual branding while minimizing reliance on costly stock imagery Substance Strategy & Creative, a leading provider of marketing solutions for financial institutions, announced the launch of a groundbreaking new offering, Images of Substance. Powered by artificial intelligence......
New-Benefits-&-Financial-Services-Joins-Forces-with-Integrity-to-Offer-Innovative-Insurtech-Solutions-for-Agents-to-Better-Serve-Their-Clients
Fintech News

Integrity Marketing Group, LLC Partners With New Benefits & Financial Services

Fintech News Desk
by Fintech News Desk0
New Benefits & Financial Services seeks to improve access to life, health and wealth resources for the community by utilising Integrity’s full-service technology suite. By Global FinTech Series News Desk  Integrity Marketing Group, LLC, a distributor of life and health insurance, and provider of wealth management and retirement planning solutions,......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Castle Creek Capital Announces Signing of $30 Million Investment in FirstSun Capital Bancorp
Fintech Investments News

Castle Creek Capital Announces Signing of $30 Million Investment in FirstSun Capital Bancorp

Business Wire
by Business Wire0
Spencer T. Cohn will become Castle Creek’s board level representative at the Company after the merger closes. Castle Creek Capital, a private equity firm focused on investments in the community banking industry, today announced an agreement to invest $30 million in FirstSun Capital Bancorp (the “Company” or “FirstSun”), alongside other......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
Sailing into a Crypto Future: Highlights from Bybit's #TheCryptoArk Keynote
Cryptocurrency News

Sailing into a Crypto Future: Highlights from Bybit’s #TheCryptoArk Keynote

PR Newswire
by PR Newswire0
Bybit Co-Founder and CEO Ben Zhou illuminated the path for the crypto industry in his keynote address. After growing its spot market share by 8x in 2023, Bybit Co-Founder and CEO Ben Zhou illuminated the path for the crypto industry in his keynote address. The CryptoArk Keynote was a showcase of Bybit’s significant......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
Empower to Encourage Americans to Confront Everyday Money Concerns
Fintech News

Empower to Encourage Americans to Confront Everyday Money Concerns

Fintech News Desk
by Fintech News Desk0
Empower to answer 86% of America’s money questions with new TV spots for “What’s Next” brand campaign  By Global FinTech Series  The majority of Americans have questions about money like where to spend it and how to save it, though nearly 1 in 3 worry they’ll be judged for asking.1......
COCA and Wirex Unveil World's First MPC Wallet with Non-Custodial Debit Card
Cryptocurrency News

COCA and Wirex Unveil World’s First MPC Wallet with Non-Custodial Debit Card

PR Newswire
by PR Newswire0
Aimed at simplifying the transition between cryptocurrency and traditional spending, it’s a product poised to redefine user experience in the fintech sector. COCA, in partnership with Wirex, a leading Web3 money app, has unveiled the world’s first Multi-Party Computation (MPC) wallet accompanied by a non-custodial debit card. This innovative product marks......
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