Search Results for: Investment Management

IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts
Fintech News

IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts

PR Newswire
The rapid evolution of FinTech, fueled by increasing availability of digital platforms, big data, artificial intelligence (AI), and blockchain technology, is transforming the traditional finance industry. This transformation is enabling innovative ways of accessing finances in sectors such as banking, payments, insurance, and investments. Some estimates suggest that the global FinTech......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Global Fintech Innovator Kakao Pay Makes Investment In Siebert Financial Corp.
Investment Services News

Global Fintech Innovator Kakao Pay Makes Investment In Siebert Financial Corp.

Business Wire
Kakao Pay announced an agreement to purchase a 19.9% stake of Siebert of newly issued shares on April 27, 2023, and subject to shareholder and regulatory approval, Kakao Pay will acquire an additional 31.1% of Siebert of newly issued shares Siebert Financial Corp. announced that it has entered into an agreement......
Eved Brings New Payment and Vendor Management Platform to Entertainment, Media and Production Companies
Digital Payments News

Eved Brings New Payment and Vendor Management Platform to Entertainment, Media and Production Companies

Business Wire
Production companies report 70% of payment volume is for non-payroll vendors, suppliers and independent contractors Eved LLC, the largest provider of vendor and payment management solutions for the entertainment and media industry, has partnered with SAP, a market leader in enterprise application software, to bring its efficient and secure accounts......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Franklin Templeton Announces the Franklin OnChain U.S. Government Money Fund Surpasses $270 Million in Assets Under Management
Investment Services News

Franklin Templeton Announces the Franklin OnChain U.S. Government Money Fund Surpasses $270 Million in Assets Under Management

Business Wire
First U.S.-registered mutual fund to process transactions and record share ownership on Stellar blockchain Franklin Templeton announces the Franklin OnChain U.S. Government Money Fund has surpassed $270 million in assets under management (AUM) as of March 31, 2023. The Fund’s transfer agent maintains the official record of share ownership via a proprietary......
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