Search Results for: Investment Management

Nassau Financial Group Launches “Simple Annuity,” a First-of-Its-Kind iOS App for Fixed Annuities
Fintech News

Nassau Financial Group Launches “Simple Annuity,” a First-of-Its-Kind iOS App for Fixed Annuities

Fintech News Desk
by Fintech News Desk0
Nassau Financial Group (“Nassau”) launched Simple Annuity, its inaugural iOS mobile application, to support the sales of its fixed rate annuities. The Simple Annuity app marks a key step in Nassau’s efforts to redesign the sales and consumer experience for annuities, empowering agents with digital tools to support sales and......
NortonLifeLock Appoints Natalie Derse as New Chief Financial Officer
Fintech News

NortonLifeLock Appoints Natalie Derse as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
NortonLifeLock, the global leader in consumer Cyber Safety, announced the appointment of Natalie Derse as its Chief Financial Officer, effective immediately. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group Ms. Derse brings more than 20 years of financial management experience and a deep knowledge of......
Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds
Fintech News

Financial Services Firms Accelerating Technology Transformation to Navigate the Pandemic, New Broadridge Study Finds

Fintech News Desk
by Fintech News Desk0
38% of financial services executives expect the business recovery from COVID-19 to take one- to -two years More than half of financial services companies plan to accelerate implementation of their next generation technology strategies, according to a new global survey of 500 financial services C-Suite executives and their direct reports......
Bitcoin IRA™ Releases New Video Highlighting the Benefits of Investing in Crypto for Retirement
Cryptocurrency Fintech Investment Services News

Bitcoin IRA™ Releases New Video Highlighting the Benefits of Investing in Crypto for Retirement

Fintech News Desk
by Fintech News Desk0
Bitcoin IRA, the world’s first, largest, and most secure digital asset IRA technology platform that allows clients to purchase cryptocurrencies and other digital assets for their retirement accounts, today released a new video highlighting why investors should consider Bitcoin in a retirement account. Read More: Simple Announces Launch of Tax Refund......
OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year
Fintech News

OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year

Fintech News Desk
by Fintech News Desk0
Recognition stems from OneStream’s leadership in customer experience and overall vendor credibility in the Enterprise Performance Management (EPM) market OneStream Software, LLC, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named an overall leader for the third consecutive year in the 2020......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
Business Fintech News Risk Management

corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
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New Search Fund Model of Private Equity for Small Business Acquisitions

Ariaa Reeds
by Ariaa Reeds0
The Private Equity industry has traditionally invested majority of its capital in large companies. Recently, however, the nature of Private Equity deals is shifting toward small businesses with the emergence of a new model. Here’s the full story. The Great Divide – Different Rules of Private Equity A trend has......
UK DB Pension Schemes Lose up to £250m a Year Due to Use of Less Tax-Efficient Funds, Research by AMX and Northern Trust Reveals
Fintech Fintech Funding Investment Services News

UK DB Pension Schemes Lose up to £250m a Year Due to Use of Less Tax-Efficient Funds, Research by AMX and Northern Trust Reveals

Fintech News Desk
by Fintech News Desk0
UK defined benefit (DB) pension schemes are losing out on over £250m of additional income per year in their global equity portfolios because they are investing via less tax-efficient fund structures than those available, according to new research from The Asset Management Exchange (AMX) and Northern Trust, conducted by Broadridge......
Singapore's Volopay raises $2.1m
Capital Markets Fintech News

HilltopSecurities Expands Midwest Presence with Additional Hires in New St. Paul, Minnesota, Location

Fintech News Desk
by Fintech News Desk0
Hilltop Securities Inc. (HilltopSecurities) recently welcomed Senior Vice President Patrick “Pat” Toutant as Private Client Group branch manager in St. Paul, Minnesota, marking the latest in a series of hires as the company increases its Midwest presence. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among......
moneycorp Americas Announces Expansion into Canada
Fintech News Risk Management

moneycorp Americas Announces Expansion into Canada

Fintech News Desk
by Fintech News Desk0
The expansion will offer a full suite of global payment and FX hedging products to both private and corporate clients moneycorp Americas, a leading provider of global payments and currency risk management, announced their expansion into Canada with operations to serve private and corporate customers. moneycorp’s North American operations has......
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