Search Results for: Financial Advisor

Moven Wins Contract With Japan's Kyushu Financial Group
Business Fintech News Risk Management

Arbor Digital and Blockchange Partner on Digital Asset SMA for Registered Investment Advisors

Fintech News Desk
by Fintech News Desk0
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Arbor Digital, an SMA manager for RIAs on their journey to digital assets, today announced a new Separately Managed Account (SMA) option for digital assets. The True Digital Asset SMA™ is the first of its kind, offering a......
Built Raises $88 Million to Power the Future of Construction Finance
Banking Fintech Fintech Funding News

InvestCloud Recapitalizes at $1 Billion and Integrates Two New Businesses to Create a Financial Technology Leader With a SaaS Global Wealth Solutions Platform Having Over $4 Trillion in Assets

Fintech News Desk
by Fintech News Desk0
InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners (“Motive”) with Clearlake Capital Group, L.P. (“Clearlake”) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute......
70% Of Global Business Leaders And Finance And Accounting Professionals Lack Confidence In The Data Used To Make Financial Forecasts
Business Capital Markets Fintech News

70% Of Global Business Leaders And Finance And Accounting Professionals Lack Confidence In The Data Used To Make Financial Forecasts

Fintech News Desk
by Fintech News Desk0
A global survey of C-suite executives and Finance and Accounting (F&A) professionals commissioned by accounting automation software leader BlackLine, has revealed that less than a third (29%) of respondents are confident that the financial data they use for financial analysis and forecasting is accurate – even though a third (33%) indicate they......
Extensia-Financial-Announces-Addition-of-Extraordinary-Talent-and-Leadership-to-Its-New-Board-of-Directors
Business Fintech Investment Services News

Extensia Financial Announces Addition of Extraordinary Talent and Leadership to Its New Board of Directors

Fintech News Desk
by Fintech News Desk0
Extensia Financial has announced that Dimple Shah, Glenn Christensen, Jackie Buchanan, and Steve Coomes, all exceptional credit union and financial services thought leaders and influencers, will be joining the Board of Directors. As one of the most seasoned Credit Union Service Organizations (CUSO) focused on commercial real estate, and bolstered......
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial Offerings for Advisors
Business Fintech Fintech Funding News Risk Management

Altruist Launches Portfolio Marketplace Featuring Vanguard and Dimensional Fund Advisors Models

Fintech News Desk
by Fintech News Desk0
Altruist, a fully-integrated digital investment platform, announced the release of a new marketplace for financial advisors to use turnkey portfolios from leading asset managers. Advisors can build custom model portfolios on Altruist or assign models from providers in this new marketplace, initially featuring Vanguard and Dimensional Fund Advisors. Read More: Curioinvest......
More Risks, On More Fronts: Credit Risk, ESG and Cybersecurity Top Risk Concerns for Financial Institutions Over Next Two Years--Deloitte Survey
Business Fintech News Risk Management

More Risks, On More Fronts: Credit Risk, ESG and Cybersecurity Top Risk Concerns for Financial Institutions Over Next Two Years–Deloitte Survey

Fintech News Desk
by Fintech News Desk0
With economies contracting and unemployment rising, credit risk has moved to the top of the risk management agenda, according to Deloitte’s biennial survey on the state of risk management in the financial services industry globally. Twenty percent of the chief risk officers at financial institutions surveyed identified it as the......
RobustWealth-Enhances-Online-Financial-Planning-Experience
Business Fintech News Risk Management

RobustWealth Enhances Online Financial Planning Experience

Fintech News Desk
by Fintech News Desk0
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. Read More: Aurora Mobile Partners with Taikang Life Insurance to Strengthen Smart Insurance Solutions with AI Technologies The most notable enhancement to the RobustWealth client portal is the......
Financial-Advice-is-(Finally)-Affordable-–-Status-Money-Launches-Virtual-Coaching-Starting-at-_3-per-Month
Business Fintech News

Financial Advice is (Finally) Affordable – Status Money Launches Virtual Coaching Starting at $3 per Month

Fintech News Desk
by Fintech News Desk0
Status Money announced today the launch of its financial coaching service that connects individual members with certified financial professionals via video conference. Access to professional financial guidance and advice has never been more important, with 40% of US investors surveyed by Cerulli Associates in October saying they need more advice......
AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
TAP-Financial-Launches-Fulfillment-Company-to-Assist-Clients-with-Supply-Chain-Funding-and-Order-Growth
Banking Fintech Fintech Funding Investment Services News

TAP Financial Launches Fulfillment Company to Assist Clients With Supply Chain Funding and Order Growth

Fintech News Desk
by Fintech News Desk0
TAP Financial Partners, a London-based boutique merchant bank, has formed TAP Fulfillment LLC, a subsidiary to provide existing clients capital based on order fulfillment and supply chain assistance. Read More: Antier Solutions launches White Label Crypto Margin Trading & Derivatives Exchange Platforms TAP, which also offers advisory, restructuring, capital raising,......
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