Search Results for: portfolio management

BCT-Bank of Charles Town Automates Commercial Lending With Jack Henry
Banking Lending News

BCT-Bank of Charles Town Automates Commercial Lending With Jack Henry

Fintech News Desk
by Fintech News Desk0
Bank will digitize commercial lending and increase efficiencies to enhance borrower and lender user experience BCT-Bank of Charles Town, also known as The Community’s Bank, announced it will digitize its commercial lending experience through a collaboration with Jack Henry & Associates, Inc. Latest Fintech Insights: Church Mutual Announces Leadership Promotions BCT has......
Stone Harbor Emerging Markets Total Income Fund Announcement
Fintech News

Stone Harbor Emerging Markets Total Income Fund Announcement

Fintech News Desk
by Fintech News Desk0
Stone Harbor Investment Partners, LLC, which became an affiliated manager of Virtus Investment Partners, Inc. effective January 1, 2022, will remain as adviser to its registered funds, including the Stone Harbor Emerging Markets Income Fund and Stone Harbor Emerging Markets Total Income Fund (together, the “Funds”) pursuant to an interim advisory......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
Montfort AG Opens Its Regulated Digital Assets Trading Platform
Digital Asset Management Fintech News Trading

Montfort AG Opens Its Regulated Digital Assets Trading Platform to the Public

Fintech News Desk
by Fintech News Desk0
The new trading platform allows investment and wealth management companies to transcend the limits of traditional business models with the help of blockchain technology and is available in over 50 jurisdictions Monfort AG, FinTech company offering products and services for the investment and digital assets sector, announced that its flagship......
Ingalls & Snyder Works with Fintech Amicus.io to Offer Managed Donor-Advised Fund Accounts
Fintech News

Ingalls & Snyder Works with Fintech Amicus.io to Offer Managed Donor-Advised Fund Accounts

Fintech News Desk
by Fintech News Desk0
Amicus.io, the fintech company with a vision for a more generous world, announced that its patent-pending philanthropic platform for DAF 2.0 will be used by Ingalls & Snyder to launch a digital donor-advised fund (DAF) platform, making it among the first RIAs to offer clients custom managed DAF accounts. Amicus.io’s strategic......
Finvasia Group Acquires ZuluTrade, The World's Largest Social Trading Network
Fintech News Trading

Finvasia Group Acquires ZuluTrade, The World’s Largest Social Trading Network

Fintech News Desk
by Fintech News Desk0
Finvasia Group announced the acquisition of Zulu Trade Group, the world’s largest and oldest social network for trading and investing. It’s supremacy as the largest “broker agnostic” social trading platform remains unchallenged even after 14 years of its operations. ZuluTrade has helped over a million investors across more than 100......
Genesis Custody Approved by UK FCA as Registered Cryptoasset Business
Business Cryptocurrency News Uncategorized

Genesis Custody Approved By UK FCA As Registered Cryptoasset Business

Fintech News Desk
by Fintech News Desk0
Firm is now one of few UK-based crypto custodians approved to continue offering its services to the UK market Genesis, a digital asset industry pioneer and digital currency prime brokerage, announced that Genesis Custody Limited (Genesis Custody) has received approval by the Financial Conduct Authority (FCA) as a registered cryptoasset......
Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million
Fintech News

Advisor Group Welcomes Two Georgia Based Financial Advisors With Client Assets Totaling $164 Million

Fintech News Desk
by Fintech News Desk0
Wade Roberts And John Hachey Join Triad Advisors And Triad Hybrid Solutions Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Wade Roberts and John Hachey, two independent financial advisors based in Georgia that between them oversee $164 million in total client assets. Latest Fintech Insights: Datavault......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
Jack Henry Lending Automates Tax Return Spreading, Streamlining The Loan Process
Banking Lending News

Jack Henry Lending Automates Tax Return Spreading, Streamlining The Loan Process

Fintech News Desk
by Fintech News Desk0
Tax return spreading embedded into digital lending platform, saving time and boosting efficiencies for banks and credit unions Jack Henry & Associates, Inc. announced that Jack Henry Lending has embedded tax return spreading into its digital lending platform to streamline and automate the process, increasing efficiencies and reducing loan turnaround time......
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