Search Results for: Financial Advisor

Fintech News

WealthPark Raises JPY 907 Million for Digitalizing Alternative Investment Platform

Fintech News Desk
by Fintech News Desk0
WealthPark Co., Ltd. (Headquarter: Shibuya, Tokyo; CEO: Ryuta Kawada; “WealthPark”) announced it has closed JPY 907 million (USD 8.5 million(1)) in financing. SBI Investment Co., Ltd. (SBI AI&Blockchain LPS), Mizuho Capital Co., Ltd. (Mizuho Growth Fund No.3 Limited Partnership), Aozora Bank, Ltd., Japan Finance Corporation, and various domestic and foreign investors participated in this......
Schwab Independent Advisor Outlook Study Indicates Advisors Remain Optimistic Despite Challenges of COVID-19 Environment
Fintech News Trading

Charles Schwab Announces Plan to Adopt thinkorswim Trading Platforms as Part of TD Ameritrade Integration

Fintech News Desk
by Fintech News Desk0
TD Ameritrade’s thinkpipes platform also to be adopted for independent advisor clients The Charles Schwab Corporation (“Schwab”) announced it plans to integrate the award-winning thinkorswim and thinkpipes trading platforms, education and tools into its trader offerings for retail and independent advisor clients following its acquisition of TD Ameritrade. Read More:......
SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing
Business Fintech News Risk Management

SRM and Rochdale Paragon Partner to Improve Vendor Invoice Auditing

Fintech News Desk
by Fintech News Desk0
Firms join forces to help financial institutions automate invoice auditing to improve efficiencies, protect bottom line from erosion SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, announced that it has partnered with Rochdale Paragon Group (Rochdale Paragon), a provider of ERM and vendor management services and software......
iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart
Fintech InsurTech News

iPipeline Expands Product Management Group with Appointment of Industry Veteran Roy Goodart

Fintech News Desk
by Fintech News Desk0
Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers and the Direct-to-Consumer Digital Experience iPipeline, a leading provider of cloud-based software solutions for the life insurance and financial services industry, announced the appointment of Roy Goodart as VP of Product Management. A 20-year......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Investment Services News

Thoma Bravo Announces Strategic Growth Investment in Foundation Software

Fintech News Desk
by Fintech News Desk0
Thoma Bravo, a leading private equity investment firm focused on the software and technology-enabled services sector, today announced an agreement to acquire Foundation Software, a leading provider of construction accounting software and payroll services for small- to mid-sized specialty contractors. Thoma Bravo’s strategic investment, operational expertise and decades-long experience growing......
Wolters Kluwer Compliance Solutions Wins Three International Business Awards
Fintech News Risk Management

Wolters Kluwer Earns Prestigious XCelent Award for “Know Your Customer” Offering

Fintech News Desk
by Fintech News Desk0
OneSumX for Customer Due Diligence solution helps financial institutions manage customer onboarding risks(Wolters Kluwer) Research and advisory firm Celent has honored Wolters Kluwer Compliance Solutions with a 2020 XCelent Award for Depth of Client Service in recognizing the company’s financial crime control offering, OneSumX for Customer Due Diligence (CDD). The recognition appears in Celent’s......
Fintech Funding News

MV Index Solutions Acquires BlueStar Indexes

Fintech News Desk
by Fintech News Desk0
Leveraging global capabilities, deep indexing experience and broader product set Today, MV Index Solutions GmbH (MVIS®) announced the acquisition of BlueStar Indexes® (BlueStar®), a research-driven provider of indices and financial data focused on serving the needs of innovative ETF issuers, index fund sponsors and asset managers around the world. With this transaction, two leading......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
Fintech Investment Services News

Great Hill Partners Adds Experienced Payment Leader as Executive-in-Residence

Fintech News Desk
by Fintech News Desk0
Ian Drysdale Will Focus on Financial Technology, Payments, and Software Investments  Great Hill Partners, a leading growth-oriented private equity firm, today announced that Ian Drysdale has joined as an Executive-in-Residence (“EIR”) to focus on identifying and pursuing investment opportunities in the financial technology, payments, and software sectors. Drysdale brings more than......
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12 Peers Invests in ShareRing (SHR), Marking the Firm’s First Investment Into the Digital Asset Space

Fintech News Desk
by Fintech News Desk0
The ShareRing management team has successfully executed gig-economy applications for mobility rentals and travel. Their latest venture, the ShareRing app is focused on the fragmented $7 Trillion travel economy and integrates travel documents and itineraries into an all-in-one travel platform. 12 Peers Capital, the Cayman Islands based broker-dealer and capital......
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