Search Results for: Financial Advisor

Parsonex Enterprises Announces Plans to Merge Four Broker Dealers
Fintech News

Parsonex Enterprises Announces Plans to Merge Four Broker Dealers

Fintech News Desk
Liberty Partners Financial Services and Modern Capital Securities Join Forces with Parsonex to Enhance Services for Financial Representatives and Clients. Parsonex Enterprises announced plans to merge its two broker dealers with Modern Capital Securities and Liberty Partners Financial Services, pending approval by regulators.  The combined firm will have approximately $1.5 billion of......
Understand Cross-Chain Swap Aggregator XY Finance in 5 mins
DeFi Finance News

Understand Cross-Chain Swap Aggregator XY Finance in 5 mins

Fintech News Desk
XY Finance has built an efficient and user-friendly cross-chain swap for DeFi & Metaverse and single-token liquidity provision service through X Swap and Y Pool. Of them, X Swap caters to users’ cross-chain needs between multiple chains, and the newly launched Y Pool can reimburse swapping fees and token rewards for liquidity providers.......
TD Securities Continues to Successfully Implement Suade Labs' Solutions for Regulatory Reporting
Fintech News

TD Securities Continues to Successfully Implement Suade Labs’ Solutions for Regulatory Reporting

Fintech News Desk
Award-winning RegTech firm Suade Labs, specialising in automating regulatory compliance for financial institutions through modern technology, has added TD Securities to its client portfolio TD Securities partnered with Suade to implement regulatory reporting solutions for its Dublin entity. In addition, they have completed the MAS 610 and 1003 reporting requirements for their Singapore entity. They continue......
Q2 Appoints New Chief Banking Officer
Banking Fintech News

Q2 Appoints New Chief Banking Officer

Fintech News Desk
Former Texas Capital Bank and Accenture executive Kirk Coleman joins Q2 to boost the company’s growth strategy and market leadership in digital banking and lending Q2 Holdings, Inc, a leading provider of digital transformation solutions for banking and lending, announced the appointment of Kirk Coleman as its chief banking officer.......
Purpose Investments Launches World’s First Actively Managed and Covered Call Cryptocurrency ETFs
Cryptocurrency News Uncategorized

Purpose Investments Launches World’s First Actively Managed and Covered Call Cryptocurrency ETFs

Fintech News Desk
Global crypto digital asset management leader launches three new cryptocurrency ETFs to help investors turn the volatility of cryptocurrency into opportunities for investor portfolios Purpose Investments Inc., announced the launch of the world’s first covered call and actively managed cryptocurrency ETFs: Purpose Bitcoin Yield ETF, Purpose Ether Yield ETF, and......
STP Investment Services Acquires Tower Fund Services
Investment Services Investments News

STP Investment Services Acquires Tower Fund Services

Fintech News Desk
Adding the established third-party fund administrator provides STP increased depth and broader alternative asset capabilities STP Investment Services (STP), a global, end-to-end investment operations service provider that supports more than $340 billion in total assets, has acquired third-party fund administrator Tower Fund Services (Tower). The deal substantially increases STP’s alternative fund administration value......
Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions
Fintech News

Rockbridge Growth Equity Acquires Stake in Marquis Software Solutions

Fintech News Desk
Rockbridge Growth Equity, a Detroit-based private equity firm, announced it has acquired Marquis Software Solutions from Falfurrias Capital Partners. Marquis is a leader in unique data analytics software and services that help financial institutions, primarily mid-tier banks and credit unions, identify marketing opportunities and meet complex and ever-evolving compliance requirements. Latest Fintech......
WNS Launches FINSIBLE to Drive Scalable Banking Operations for FinTechs
Fintech News

WNS Launches FINSIBLE to Drive Scalable Banking Operations for FinTechs

Fintech News Desk
WNS (Holdings) Limited , a leading provider of global Business Process Management (BPM) solutions, announced the launch of WNS FINSIBLE, a suite of banking solutions enabling FinTechs to efficiently streamline, manage and scale operations. FINSIBLE covers the entire end-to-end value chain of banking processes, including deposits and payments, lending, risk......
Altamont Capital Partners Completes Strategic Investment in Horizon Investments
Investment Services Investments News

Altamont Capital Partners Completes Strategic Investment in Horizon Investments

Fintech News Desk
Horizon Investments, LLC (Horizon), a registered investment advisor with $7 billion in assets under advisement, announced that Altamont Capital Partners has successfully completed its strategic investment in the firm, providing Horizon with key resources that will allow Horizon to further cement its position as a leader in goals-based investment solutions.......
HSBC Bank Launches New Donor Advised Fund
Banking Fintech News

HSBC Bank Launches New Donor Advised Fund

Fintech News Desk
New fund provides HSBC clients with a simple, efficient and flexible way to make charitable contributions HSBC Bank USA introduced the HSBC Donor Advised Fund (HSBC DAF) in collaboration with National Philanthropic Trust (NPT), the largest national and independent charitable sponsor of DAFs. This new program allows HSBC clients to......
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