Search Results for: Investment Management

Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers
Business Fintech News

Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Lee A. Spirer has been named to the Ryan Board of Managers. Mr. Spirer brings additional strategic perspective to the board, with extensive experience driving change, digitizing businesses, and creating superior return on investment. He has worked with a wide range......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Dublin Based Fintech Circit Raises €1.1 Million in New Financing for Innovative Audit Confirmation Platform
Fintech Investment Services News

Dublin Based Fintech Circit Raises €1.1 Million in New Financing for Innovative Audit Confirmation Platform

Fintech News Desk
by Fintech News Desk0
Circit, the innovative audit confirmation platform, has raised investment capital of €1.1 million, as it prepares the Company for significant expansion. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “The recent Wirecard fraud has highlighted how balance confirmations are critical in preventing large......
Milliman launches AccuRate Fleet at InsureTech Connect 2020, introducing new telematics-based risk score for commercial auto insurers, MGAs, and start-ups
Fintech Fintech Funding News

Milliman Analysis: Corporate Pension Funded Ratio at 83.7% in June as Discount Rate Hits Historic Low

Fintech News Desk
by Fintech News Desk0
Milliman 100 PFI funded status worsens by $6 billion in June despite 1.66% investment return Milliman, Inc., a premier global consulting and actuarial firm, released the results of its latest Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans. Read More: Banks Are Experiencing a Kodak......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
Business Capital Markets Fintech News

Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
Warba Bank & Eurisko Mobility Power through the COVID-19 Lockdown to Continue the Bank's Digital Transformation
Fintech Mobile Banking News

MoneyLion Launches RoarMoney, an Advanced Mobile Banking Experience

Fintech News Desk
by Fintech News Desk0
MoneyLion, the award-winning consumer digital finance platform, announced the launch of RoarMoneySM, a new demand deposit account powered by MetaBank, N.A., and featuring Mastercard as the exclusive card network. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX RoarMoney is designed to meet the evolving needs of consumers......
Wipro to Acquire IVIA Serviços de Informática Ltda, a Specialized IT Services Provider to Financial Services, Retail and Manufacturing Sectors in Brazil
Business Fintech Investment Services News

Wipro to Acquire IVIA Serviços de Informática Ltda, a Specialized IT Services Provider to Financial Services, Retail and Manufacturing Sectors in Brazil

Fintech News Desk
by Fintech News Desk0
Wipro Limited, a leading global information technology, consulting and business process services company, signed an agreement to acquire Brazil based IVIA Serviços de Informática Ltda. Read More: Entrust Datacard Solves Evolving Identity and Encryption Needs with Latest PKI Platform “We are excited about what Wipro and IVIA can deliver jointly......
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