Search Results for: Investment Management
Wolters Kluwer Analysis Reveals Timely Claims Processing Is Top Compliance Challenge for U.S. Insurers
Annual review of Top 10 market conduct issues provides vital checklist for insurers The U.S. insurance industry’s top compliance shortcomings relate to claims handling noncompliance, including timeliness, required disclosures, benefit payments and grievance processes, as well as underwriting, rating and insurance producer issues. That’s according to a comprehensive review by......
Mobile Banking Apps (Made For!) Millenials!
Mobile banking is a popular trend with millennials. To keep up with their banking needs, banks have come up with many streamlined approaches and innovations in mobile and instant banking. From analyzing total spend behaviors, to giving you savings advice, or figuring out your monthly or annual budgets, some of......
Future FinTech Appointed Weicheng Pan as Chief Strategy Officer
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” ) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has appointed Mr. Weicheng Pan as Chief Strategy Officer of the Company. Mr. Pan will be responsible for the Company’s strategic planning,......
Panaya Releases SAP ECC Optimization Pack to Help Do More with Less for Those Who Have Not Yet Begun Their S/4HANA Journey
Panaya, an industry leader in change intelligence and risk management, today announced the release of its ERP Central Component (ECC) ERP optimization pack. The solution is an all-in-one platform that supports safer, faster ECC changes at a fraction of the cost. Impacted by the global health crisis, the current economic climate leaves many......
Santander Bank Expands Footprint with the Opening of a New Branch in Miami
Marks investment for Santander Bank in the important south Florida market Santander Bank, N.A. (“SBNA”) today announced the opening of a new branch in Miami, Florida, marking an important next step in establishing branches outside of the bank’s northeast U.S. footprint. Located in the lobby of the Banco Santander International......
FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Online Tool Released for Building Cryptocurrency Portfolios and Testing Portfolio Performance
CryptoWeighter, LLC announced today that it has merged its cryptocurrency portfolio building software with its contest framework to create a live-testing platform for investors and portfolio managers. During the contest, portfolios are ranked, and respective performance results are generated. Here is a live cryptocurrency portfolio contest in progress: Live-Testing Portfolio Contest......
iCapital Network Divests Right to Acquire Private Client Group to AlphaCore and Takes Ownership of Portfolio and Risk Analytics Tool
Tool to further enhance iCapital’s alts technology toolkit to help financial advisors assist their clients in analyzing and managing alternative investments iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced today that as part of the......