Search Results for: Citi

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets
Investment Services News

Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets

Business Wire
by Business Wire0
New WealthBridge platform makes adding alternative investments to retirement accounts as easy as buying a stock Yieldstreet, the leading private market investing platform, and Equity Trust, one of the largest self-directed IRA custodians in the U.S., announced a strategic partnership that will make it easier than ever to add alternative investments......
Western Asset and Franklin Templeton Launch Western Asset Long Credit VIT
Investment Services News

Western Asset and Franklin Templeton Launch Western Asset Long Credit VIT

Business Wire
by Business Wire0
Western Asset, one of the world’s leading fixed income managers, in partnership with parent company Franklin Templeton, has launched the Western Asset Long Credit VIT. The fund is a series of Legg Mason Partners Variable Income Trust. Legg Mason Partners Fund Advisor, LLC (“LMPFA”) acts as the Fund’s investment manager.......
BrokerTech Ventures Announces $34 Million BrokerTech Fund
InsurTech News

BrokerTech Ventures Announces $34 Million BrokerTech Fund

PR Newswire
by PR Newswire0
BrokerTech Ventures and ManchesterStory Launch new Venture Capital Fund to invest in early-stage insurtech companies focused on tech-enabled insurance brokerage BrokerTech Ventures (BTV), the industry’s first broker-led convening platform and accelerator program, has partnered with leading insurtech venture capital investor ManchesterStory Group (ManchesterStory) to launch the BrokerTech Fund, LP, the first venture capital......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Morgan Stanley Capital Partners Acquires Allstar Services
Investment Services News

Morgan Stanley Capital Partners Acquires Allstar Services

Business Wire
by Business Wire0
Investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management, have acquired Allstar Services (“Allstar” or the “Company”). MSCP is partnering with the current management team led by Chairman Pete Carlson, who will continue to lead the business. “We are......
Vera Equity Launches With A $20 Million Fund
Fintech News

Vera Equity Launches With A $20 Million Fund

Business Wire
by Business Wire0
The firm’s first fund targets early stage fintech companies Vera Equity, a venture capital firm supporting early stage companies through its unique access to talent, announced it has raised a $20 million fund and invested in 20 innovative fintech startups to date. Vera Equity was co-founded by Michael Vaughan, former......
The Benefits of the XRPL
Cryptocurrency Guest Posts

The Benefits of the XRPL

Jake Leaver
by Jake Leaver0
Introduction The XRP Ledger is a distributed, open-source ledger that provides a shared, public database for payments, exchanges and other transactions. It’s the backbone of the XRP ecosystem. The ledger uses a consensus algorithm to ensure its integrity without requiring miners or proof of work (PoW). Instead, it relies on......
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Tech Print On Fintech Core Offerings- APAC Region

Pooja Choudhary
by Pooja Choudhary0
With the breakneck pace of AI, it looks so easy from the outside, but once you try to understand the depth of fintech, it’s like getting lost in a dark cave. As a challenge, this blog shall find you a way out and remove all your possible doubts. It’s not......
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