Search Results for: Financial Advisor

India FinTech Forum Concludes IFTA 2021 with Focus on Financial Inclusion and Emerging Technologies
Fintech News

India FinTech Forum Concludes IFTA 2021 with Focus on Financial Inclusion and Emerging Technologies

Fintech News Desk
India FinTech Forum’s IFTA 2021 saw 34 innovative product demos over 3 days with the felicitation of Stockal as Fintech Startup of the Year and IDfy as Fintech Scaleup of the Year. IFTA 2021 saw the participation of senior representatives from Gujarat International Finance Tec-City (GIFT City) and Tamil Nadu......
Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management
Fintech Investment Services News

Brookwood Financial Partners, LLC Selects Asset Class Platform for Investor Management

Fintech News Desk
Asset Class, a fintech company headquartered in Dublin, Ireland, with offices in New York, Atlanta, and London, announced that it has been selected as the technology partner of Brookwood Financial Partners, LLC. for the delivery of its next-generation Investor Management platform – Asset Class PE (Private Equity). Latest Fintech Insights: Next-gen Fintech Platform DeFiato Completes......
Financial 15 Split Corp. At-The-Market Equity Program Renewed
Banking Fintech News

Financial 15 Split Corp. At-The-Market Equity Program Renewed

Fintech News Desk
Financial 15 Split Corp., announces it has renewed its at-the-market equity program (“ATM Program”) that allows the Company to issue shares of the Company to the public from time to time at the Company’s discretion, effective until 2023 unless terminated prior to such date by the Company. This program replaces......
LPL Financial, The Network Welcome Clearview Wealth Partners
Fintech News

LPL Financial, The Network Welcome Clearview Wealth Partners

Fintech News Desk
 LPL Financial LLC announced that the newly rebranded Clearview Wealth Partners has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms. They are aligned with The Financial Services Network, an existing LPL large enterprise. The Clearview team reported having served approximately $500 million in advisory, brokerage and retirement plan......
Cellulant to Power Payments for ImaliPay’s Drive for Gig Workers' Financial Inclusion
Digital Payments Fintech News

Cellulant to Power Payments for ImaliPay’s Drive for Gig Workers’ Financial Inclusion

Fintech News Desk
The partnership will further drive financial inclusion by allowing ImaliPay users to access financial services quicker through Cellulant’s payment rails ImaliPay, the one-stop financial platform for Africa’s gig workers, has partnered with pan-African payments company Cellulant, for its payments infrastructure and solutions in Kenya and Nigeria. Latest Fintech Insights: Future Fintech Announces......
Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management
Fintech News

Voya Investment Management to Acquire the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
Transaction represents Voya’s commitment to delivering alpha to clients and continued investment in its equity capabilities Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced that it has signed a definitive agreement to acquire the investment advisory business and certain other assets of......
CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)
Fintech News

CFP Board Center for Financial Planning Joins Financial Alliance for Racial Equity (FARE)

Fintech News Desk
The CFP Board Center for Financial Planning  (“Center”) announced it will join the Financial Alliance for Racial Equity (FARE), a partnership between leading financial services organizations, associations and historically Black colleges and universities (HBCUs). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level FARE was formed in......
Fidelity and Capital One Shine Among Financial Services, While Customers Bemoan Charles Schwab’s Online Investment Offerings, ACSI Data Show
Fintech News

Fidelity and Capital One Shine Among Financial Services, While Customers Bemoan Charles Schwab’s Online Investment Offerings, ACSI Data Show

Fintech News Desk
Americans’ dissatisfaction with most financial services has halted – at least for now. Top Globalfintechseries.com Insights: Paddle Integrates Alipay, Google Pay and iDeal, Empowering Software Businesses to Sell and Grow Globally “Financial services took a hit in the eyes of consumers last year but managed to weather the storm for the most part”......
BFSI Industry Demand for Advanced RegTech Solutions Drives the Expansion of Compliance.ai's Expert Advisory, Leadership Team, and Expert Connections
Fintech News

BFSI Industry Demand for Advanced RegTech Solutions Drives the Expansion of Compliance.ai’s Expert Advisory, Leadership Team, and Expert Connections

Fintech News Desk
The leading regulatory change management (RCM) platform welcomes well-respected commodities trading expert, Matthew Hunter, to its advisory board, underscoring its commitment to leverage leading subject matter experts Compliance.ai, the leading provider of regulatory change management (RCM) solutions for the BFSI industry, welcomes expert commodities trader, Matthew Hunter to its advisory board, and......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
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