Search Results for: wealth manager

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals
Finance Fintech News

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals

Fintech News Desk
by Fintech News Desk0
New notable networks with access to Riskalyze’s enhanced trade delivery technology Riskalyze today announced the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Fintech Solutions (“Apex”), and RBC Clearing & Custody. With Riskalyze’s innovative Connected Trading technology integrated into these platforms, more than 25,000 financial professionals with client......
Genesis Bank Announces Chief Banking Officer and Heads of Commercial Banking, Income Property Banking, SBA and Government Lending, Private and Specialty Banking, and Treasury Management
Banking News

Genesis Bank Announces Chief Banking Officer and Heads of Commercial Banking, Income Property Banking, SBA and Government Lending, Private and Specialty Banking, and Treasury Management

Fintech News Desk
by Fintech News Desk0
Genesis Bank, announced the veteran leaders of each of the Bank’s lines of business, including Commercial Banking, Income Property Banking, Small Business Administration (“SBA”) and Government Lending, Private and Specialty Banking, and Treasury Management. Stephen H. Gordon, Founding Chairman and Chief Executive Officer, stated, “Each division head plays a critical......
Project Equity Launches New Financing Option to Help Local Businesses Build for the Future
Business Finance News

Project Equity Launches New Financing Option to Help Local Businesses Build for the Future

Fintech News Desk
by Fintech News Desk0
This Labor Day, small businesses have a new resource that could help them rebuild from the pandemic and secure their legacies while providing long-term careers for their employees: employee ownership This Labor Day, small businesses have a new resource that could help them rebuild from the pandemic and secure their......
Global Processing Services Continues to Fuel UK Fintech Growth, Driving $12 Billion of UK Investment Activity in Record-Breaking Year
DeFi News

Kava Labs presents Kava Swap

Fintech News Desk
by Fintech News Desk0
Company Expands Portfolio With Institutional Grade Native Crypto-Type Financial Products Kava Labs , an open source and non-custodian developer of financial products and services for decentralized finance (DeFi), announced the successful launch of its new platform project, Kava Swap ™. “Since our inception four years ago, Kava Labs’ mission has......
National Bank of Canada Invests $103 Million in Flinks, Including $30 Million in Growth Capital
Fintech News

National Bank of Canada Invests $103 Million in Flinks, Including $30 Million in Growth Capital

Fintech News Desk
by Fintech News Desk0
National Bank of Canada invests $103M in Flinks, including $30M in growth capital towards acceleration of the Montreal-based fintech’s expansion activities in North America. The investment follows a successful launch by Flinks in the United States. This investment will also allow Flinks to continue its fast-paced growth and meet the demands of fintechs, asset managers, credit unions and banks......
APOLLO Insurance Partners With Perch to Offer Their Customers Access to Immediate Digital Insurance
InsurTech Mortgage News

APOLLO Insurance Partners With Perch to Offer Their Customers Access to Immediate Digital Insurance

Fintech News Desk
by Fintech News Desk0
APOLLO Insurance Solutions Ltd. (“APOLLO Insurance”) Canada’s leading online insurance provider, has partnered with Perch to offer immediate digital insurance products, specifically tailored to the thousands of Canadians that use their website each year when applying for affordable mortgages. “With Perch and APOLLO partnering, we believe we can provide an......
Qualis Capital Commences SSO Integration with Envestnet
Finance Investments News

Qualis Capital Commences SSO Integration with Envestnet

Fintech News Desk
by Fintech News Desk0
Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors Qualis Capital LLC announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.......
FinTech Collective Raises $250 Million, Launches Dedicated Digital Assets Strategy
Banking DeFi Fintech

FinTech Collective Raises $250 Million, Launches Dedicated Digital Assets Strategy

Fintech News Desk
by Fintech News Desk0
$50 Million Earmarked for Decentralized Finance FinTech Collective, a venture capital firm focused on creating the future of financial services by investing across traditional fintech and emerging digital assets, announced fundraises for its existing early-stage strategy and for its new strategy focused on decentralized finance (DeFi). FinTech Collective raised a......
John Hancock Investment Management launches actively managed Mortgage-Backed Securities ETF subadvised by Manulife Investment Management
Investments Mortgage News

John Hancock Investment Management launches actively managed Mortgage-Backed Securities ETF subadvised by Manulife Investment Management

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management LLC announced the availability of John Hancock Mortgage-Backed Securities ETF (ticker: JHMB). The exchange-traded fund (ETF) is subadvised by Manulife Investment Management (US) LLC, John Hancock Investment Management’s affiliated asset manager. It is the second actively managed fixed-income ETF launched by John Hancock Investment Management this......
First Bank & Trust Company Welcomes Luke Johnson to Bristol, Tennessee
Banking Fintech News

First Bank & Trust Company Welcomes Luke Johnson to Bristol, Tennessee

Fintech News Desk
by Fintech News Desk0
First Bank & Trust Company, a diversified financial services firm with assets of $2.6 billion, announced that Luke Johnson has been appointed as Assistant Vice President and Loan Officer in Bristol, Tennessee. Luke Johnson has 12 years of experience in banking, most recently with Carter Bank & Trust, where he served as the Southwest Virginia Area Manager. In his new......
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