Search Results for: Funds

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group
Finance Fintech News

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Fintech News Desk
by Fintech News Desk0
As America ages, more time must be spent planning for pastimes during retirement New research from Lincoln Financial Group(1) shows that 77% of Americans surveyed in their 50s and 60s see retirement as a phase of life during which they will finally be able to pursue the passions and pastimes......
Current to Offer Free In-App Tax Service; Partner With Column Tax to Save Money for Majority of Americans Living Paycheck-To-Paycheck
Fintech News

Current to Offer Free In-App Tax Service; Partner With Column Tax to Save Money for Majority of Americans Living Paycheck-To-Paycheck

PR Newswire
by PR Newswire0
Members with a payroll can file taxes free of charge, directly in app, backed by Column Tax’s maximum refund guarantee, with access to their refunds up to five days early Current, the premier U.S. fintech platform dedicated to empowering Americans in pursuit of a brighter financial future, announced a partnership......
Thomson Reuters Corporation Acquires Majority Interest in Pagero - a World Leader in E-Invoicing
Fintech News

Thomson Reuters Corporation Acquires Majority Interest in Pagero – a World Leader in E-Invoicing

PR Newswire
by PR Newswire0
As many countries move towards legislating for real-time digital tax regulation, the e-invoicing compliance capabilities of Pagero complement and expand Thomson Reuters’ ONESOURCE indirect tax offerings, providing enhanced compliance and workflow automation benefits to customers. Thomson Reuters Corporation a global content and technology company, has announced the acquisition of approximately......
Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers
Fintech News

Broadridge Collaborates With Boring Money

Fintech News Desk
by Fintech News Desk0
The collaboration brings together Broadridge’s value reporting, fee and performance data, and consulting services with Boring Money’s end investor demographic and perception data, which enables asset managers to better understand and service the retail investors that purchase their funds through intermediaries. By Global FinTech Series News Desk Boring Money, a......
Thomson Reuters Corporation Announces a Recommended Public Offer to Acquire Pagero - a World Leader in E-Invoicing
Banking News

Thomson Reuters Corporation Announces a Recommended Public Offer to Acquire Pagero – a World Leader in E-Invoicing

PR Newswire
by PR Newswire0
Thomson Reuters’ acquisition of Pagero will build on the strategic partnership announced in February 2023, and is expected to accelerate the companies’ joint vision for a connected suite of global indirect tax, reporting and e-invoicing capabilities. Thomson Reuters Corporation a global content and technology company, has announced a recommended public......
MyChargeBack Assisting Police with Crypto Fraud
Cryptocurrency News

MyChargeBack Assisting Police with Crypto Fraud

PR Newswire
by PR Newswire0
Members of the MyChargeBack think tank will benefit from exclusive access to crypto data and intelligence, forensic tool updates, and case studies. MyChargeBack, an industry leader in forensic cryptocurrency investigations and complex card-not-present transaction disputes, has announced the launch of an invitation-only think tank for law enforcement professionals and investigators who focus......
WisdomTree Bitcoin Fund (BTCW) Makes History in First Wave of Bitcoin ETFs with Anticipated Launch Tomorrow, January 11
Blockchain Cryptocurrency Fintech

WisdomTree Bitcoin Fund (BTCW) Makes History in First Wave of Bitcoin ETFs with Anticipated Launch Tomorrow, January 11

Business Wire
by Business Wire0
WisdomTree unlocks Bitcoin exposure within the ETF wrapper in the U.S., in line with the firm’s leadership in “Responsible DeFi” WisdomTree, Inc., a global financial innovator, today announced that the WisdomTree Bitcoin Fund (BTCW) was declared effective by the U.S. Securities and Exchange Commission (SEC). The historic leading wave of......
Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months
Blockchain Cryptocurrency Fintech

Bitwise To Launch Lowest-Cost Spot Bitcoin ETF (BITB) on January 11 With 0.20% Management Fee; Fee Set to 0% for First Six Months

Business Wire
by Business Wire0
For the first time, BITB will offer U.S. investors low-cost access to bitcoin through a traditional, regulated ETF. Bitwise Asset Management, the largest crypto index fund manager in America, announced today that the Bitwise Bitcoin ETF (BITB), the firm’s first spot bitcoin ETF, intends to begin trading on January 11.......
Prometheum Receives First of Its Kind Approval From FINRA to Clear and Settle Digital Asset Securities
Fintech News

Prometheum Receives First of Its Kind Approval From FINRA to Clear and Settle Digital Asset Securities

Business Wire
by Business Wire0
Prometheum’s digital asset securities custody platform is launching in Q1 2024 Prometheum Inc., today announced its plan to launch its digital asset securities custody platform in Q1 2024. Following its recent membership approval with Financial Industry Regulatory Authority (“FINRA”) to operate as a Special Purpose Broker-Dealer (“SPBD”) to custody digital......
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