Search Results for: Investment Management

PeerStreet Promotes Ellen Coleman to Chief Financial Officer
Banking News

PeerStreet Promotes Ellen Coleman to Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Previously EVP of Finance, Coleman Brings Extensive Mortgage Finance Experience to the Company’s C-Suite PeerStreet, a platform for investing in real estate backed loans, has promoted Ellen Coleman to Chief Financial Officer. Coleman joined the company a year ago as EVP of Finance. As CFO, she’ll oversee a variety of......
dv01 Appoints Craig Phillips as Senior Advisor
Banking Fintech News

dv01 Appoints Craig Phillips as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Former Counselor to US Secretary of the Treasury to Provide Strategic Advice to Leadership Team dv01, the world’s first end-to-end data management, reporting and analytics platform offering loan level transparency and insight into lending markets, announced that Craig Phillips has joined the company as a Senior Advisor. Craig will assist dv01’s......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Announces “Regulation Best Interest” Solution at FSI OneVoice

Fintech News Desk
by Fintech News Desk0
New Reg BI Functionality Built Into Riskalyze Select and Elite Will Assist Wealth Management Enterprises in Addressing All Four Components of the Rule  Riskalyze announced brand new functionality and workflows as upgrades to its Riskalyze Select and Elite products to help financial advisors and wealth management enterprises address all four......
Broadridge Brings Together Wealth Business Under Michael Alexander
Banking News

Broadridge Brings Together Wealth Business Under Michael Alexander

Fintech News Desk
by Fintech News Desk2
Broadridge Financial Solutions, Inc. , a global Fintech leader and part of the S&P 500 Index,  announced that Michael Alexander has been appointed President, Wealth Management. In this newly created position, he will be responsible for bringing together Broadridge’s Wealth solutions into an integrated, market-leading Wealth Management business that will uniquely......
Featured Fintech Radar Fintech Startups

Global Fintech Unicorns to Watch out For in 2020

Paroma Sen
by Paroma Sen0
A unicorn startup is one with a $1 Bn in valuation or more. As of December 2019, there were over 400 unicorns around the world, across multiple industries. More recently, the fintech industry has seen monster growth and change. Owing to the pace of development in the financial technology segment,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
Bank of Baroda’s Credit Card Arm Readies for Digital Transformation with Implementation of Fiserv Technology
Banking Fintech News

Fiserv Named a World’s Most Admired Company for Seventh Consecutive Year

Fintech News Desk
by Fintech News Desk0
Fiserv, Inc. , a leading global provider of financial services technology solutions, has been named to the annual ranking of FORTUNE “World’s Most Admired Companies” for the seventh consecutive year. Considered the definitive scorecard on corporate reputation, the designation punctuates a transformative year in which the company announced and completed......
Zywave Acquires InsurTech FrontRunner ITC, Becomes Only Provider to Offer Front-Office Solutions for Independent Insurance Agencies Across All Lines of Business
Business News

Zywave Reports Record Growth, Sets Sights on 2020

Fintech News Desk
by Fintech News Desk0
Company Releases 2019 Stewardship Report Focused on Innovation, Integrations and Continued Growth Zywave, the leading insurtech provider powering agency growth, released its 2019 Stewardship Report detailing the company’s unprecedented accomplishments over the past year. Highlights from 2019 include two major corporate acquisitions, becoming the leading data provider in the insurance......
Coinsbit Organizes the Largest Blockchain Conference in History
Blockchain Cryptocurrency News

Coinsbit Organizes the Largest Blockchain Conference in History

Fintech News Desk
by Fintech News Desk0
Coinsbit cryptocurrency exchange organized the largest blockchain conference in the history of such events. The exchange has also announced building a global blockchain marketplace in two month with several stable coins used for payments. Instead of the expected 10,000, almost 14,000 people interested in the industry visited CHAIN 2020. These are record......
Digital Experience Drives Advisor Engagement, SS&C Report Finds
Business News

Digital Experience Drives Advisor Engagement, SS&C Report Finds

Fintech News Desk
by Fintech News Desk0
Latest Research Names Fidelity Top Digital Engagement Leader SS&C Technologies Holdings, Inc. released its annual research on the digital behaviors and expectations of financial advisors. The report identifies critical areas where asset managers can improve advisors’ digital experience and provides industry examples of best practices. The study also found that......
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