Search Results for: wealth manager

TD Auto Finance Joins AutoFi Network of Lenders, Providing Fast and Easy Online Automotive Financing
Commerce News

TD Auto Finance Joins AutoFi Network of Lenders, Providing Fast and Easy Online Automotive Financing

Fintech News Desk
by Fintech News Desk0
TD Bank and AutoFi, the leading commerce platform for end-to-end digital automotive sales and financing, announced that TD Auto Finance, a division of TD Bank N.A., has joined the AutoFi network and will now be an online lending option for AutoFi’s automotive dealerships and marketplaces nationwide. “The AutoFi platform enables consumers......
WesBanco Announces Indianapolis Loan Production Office
Banking Mortgage News

WesBanco Announces Indianapolis Loan Production Office

Fintech News Desk
by Fintech News Desk0
WesBanco, Inc., a diversified, multi-state bank holding company, announced that it has continued to successfully execute upon its strategy to seek additional long-term growth opportunities through the opening of a loan production office, focused on both commercial and residential mortgage lending, within the Indianapolis market. “WesBanco is focused on delivering long-term, sustainable......
Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
AIG Names Charlie Fry Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization
DeFi Investment Services News

Freedom Protocol Launches Campaigns in Australia : Redefines Investment Bolt Hole in DeFi3.0

Fintech News Desk
by Fintech News Desk0
Freedom Protocol generated more than $1M of profits in its fiscal 2021 year, up more than a tenth from 2020 Freedom Protocol is publishing outdoor advertising in Australia and starting a lot of campaigns of various types. Seeing ads related to DeFi in front of Seven-Eleven is interesting, and a......
Securrency Capital Secures Financial Services Permission from Abu Dhabi Global Market
Finance Fintech News

Securrency Capital Secures Financial Services Permission from Abu Dhabi Global Market

Fintech News Desk
by Fintech News Desk0
Securrency Capital, a broker-dealer based in the Abu Dhabi Global Market (ADGM), announced that it has secured a Financial Services Permission (FSP) from ADGM’s Financial Services Regulatory Authority (FSRA) to deal in investments as a matched principal and provide custody for those investments. The license enables Securrency Capital to provide......
Centime Announces Strategic Integration with Sage Intacct, Expanding Its Ecosystem for Enhanced Financial Management
Fintech News

Centime Launches Comprehensive Cash Flow Control Solution for Small and Mid-Sized Businesses

Fintech News Desk
by Fintech News Desk0
Boston-based fintech partners with First National Bank of Omaha (FNBO) to develop SaaS solution to manage key aspects of cash flow control lifecycle: forecasting, managing receivables and payables, and obtaining credit Centime, a Boston-based fintech, launched Cash Flow Control: a first-of-a-kind solution purpose built to help small and mid-sized businesses control and......
Low-Risk High-Yield Investment Platform Hits the Market
Digital Asset Management Investment Services News

Low-Risk High-Yield Investment Platform Hits the Market

Fintech News Desk
by Fintech News Desk0
PennyWorks announces the launch of its new low-risk investment platform at the largest cryptocurrency conference in the world With the launch of PennyWorks, access to high yields with low risk and a simple user experience is finally hitting the market. Investors can now supercharge their wealth through the power of digital......
Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio
Cryptocurrency News

Freedom Day Solutions Announces the Launch of FDCA, the First Privately Managed Crypto Asset Portfolio

Fintech News Desk
by Fintech News Desk0
Houston based Freedom Day Solutions already made headlines with its revolutionary retirement planning strategies and Freedom Day Dividend ETF (MBOX). Now, Freedom Day Solutions is announcing the launch of FDCA, the first privately managed Crypto Asset Portfolio. The first portfolio of its kind, and actively managed in-house, FDCA brings the......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Infinity Financial Joins Alternative Investment Exchange Platform
Investment Services News

Infinity Financial Joins Alternative Investment Exchange Platform

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, and intuitive. Gone are the days of completing paper documents by hand......
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