Search Results for: Portfolio Management

J.D. Power Collaborates with Notarize to Enable Fully Digital Purchase Experience
Artificial Intelligence Fintech Investment Services News

Investment in Technology Key to Winning War for Financial Advisor Talent, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Wealth management firms have been making huge investments in new advisor workstation technologies designed to coalesce market data, client information, account servicing tools and AI-powered analytics into a single interface. According to the J.D. Power 2020 U.S. Financial Advisor Satisfaction StudySM, released today, the successful execution of that investment will......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Artificial Intelligence Banking Blockchain Featured Fintech

A Quick Review on Some of The Biggest Global Fintech Mergers & Acquisitions

Fintech News Desk
by Fintech News Desk1
Mergers and acquisitions are a good way to leave behind the competition and make your way up the success ladder. A merger happens when two companies are combined to form a single new entity, while acquisition is an event when one business acquires another business under its umbrella, to strengthen......
Banking Big Data Guest Posts

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......
Global Cloud Xchange Appoints New Chief Financial Officer, Anja Blumert
Fintech News

Global Cloud Xchange Appoints New Chief Financial Officer, Anja Blumert

Fintech News Desk
by Fintech News Desk0
Global Cloud Xchange (“GCX”),  announced the appointment of Anja Blumert as Chief Financial Officer, effective 1 July 2020. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers Ms. Blumert will oversee GCX’s global finance organization and financial activities and will be based in the company’s headquarters......
LeaseAccelerator and NTrust Partner to Offer Global Lease Services
Business Fintech News

LeaseAccelerator and NTrust Partner to Offer Global Lease Services

Fintech News Desk
by Fintech News Desk0
LeaseAccelerator, the pioneer in the Lease Lifecycle Automation (LLA) software market, announced a partnership with NTrust, the global industry leader in developing technology-enabled services for the Corporate Real Estate (CRE) industry. This partnership supports the delivery of Global Lease Services (GLS), an outsourced data solution that provides streamlined portfolio, fleet,......
Dimensional to Launch Exchange Traded Funds
Fintech Fintech Funding News Risk Management

Dimensional to Launch Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
Dimensional Fund Advisors filed a preliminary registration statement with the Securities and Exchange Commission for the launch of three actively managed exchange traded funds (ETFs), planned for later this year. The ETFs will offer broadly diversified, all cap core equity exposure to US, non-US developed, and emerging markets, while incorporating......
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
S3 Partners Offers Market Leading Financial Data on Snowflake Platform
Capital Markets Fintech Investment Services News

Capital Markets & FinTech Veteran Palak Patel Joins S3 Partners as Chief Revenue Officer

Fintech News Desk
by Fintech News Desk0
S3 Partners (S3) announced that Palak Patel, a seasoned Capital Markets & FinTech Executive with more than 15 years of experience in areas of business and product management, has joined the Company as Chief Revenue Officer. In this newly-created role, Patel will oversee Global Enterprise and Platform Business Development for......
Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer
Banking Fintech Fintech Funding News Risk Management

Customers Bank Appoints Industry Veteran Daniel Park as Senior Vice President, Treasurer

Fintech News Desk
by Fintech News Desk0
Customers Bank is pleased to announce industry veteran Daniel Park has joined the bank as Senior Vice President and Treasurer. Park will use his three decades of experience to enhance interest rate risk management processes, integrate capital and liquidity stress testing into corporate planning, as well as optimize funding, liquidity......
1