Search Results for: Investment Management

Tricor Welcomes New Laws That Amplify Hong Kong’s Role as Leading Asian Fund Hub
Fintech Fintech Funding News

Tricor Welcomes New Laws That Amplify Hong Kong’s Role as Leading Asian Fund Hub

Fintech News Desk
by Fintech News Desk0
Tricor Group (Tricor) congratulates the Hong Kong Government for boosting the city’s role as a major Asian private equity hub by introducing the long-awaited Limited Partnership Fund Bill (LPF regime) which should become legislation on August 31. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart......
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
Fintech Investment Services News

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

Fintech News Desk
by Fintech News Desk0
Nest Wealth, Canada’s leading independent digital wealth platform, is excited to announce that Forstrong Global Asset Management’s actively managed solutions are now available through the Nest Wealth Plus platform to clients referred by financial advisors. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund,......
Next-Generation Online Investing Platform Titanbay Launches to Widen Access to Private Equity
Fintech Fintech Funding Investment Services News

Next-Generation Online Investing Platform Titanbay Launches to Widen Access to Private Equity

Fintech News Desk
by Fintech News Desk0
We are pleased to announce the launch of Titanbay, a next-generation online platform enabling small and medium-sized institutional and professional private investors to easily access and strategically invest in a curated selection of top-tier private equity funds. Read More: Hummingbird Raises $8.2M To Automate Financial Compliance Technology Based in London,......
Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers
Business Fintech News

Lee A. Spirer, President and CEO of CIBT Global, Named to Ryan’s Board of Managers

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Lee A. Spirer has been named to the Ryan Board of Managers. Mr. Spirer brings additional strategic perspective to the board, with extensive experience driving change, digitizing businesses, and creating superior return on investment. He has worked with a wide range......
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MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
Dublin Based Fintech Circit Raises €1.1 Million in New Financing for Innovative Audit Confirmation Platform
Fintech Investment Services News

Dublin Based Fintech Circit Raises €1.1 Million in New Financing for Innovative Audit Confirmation Platform

Fintech News Desk
by Fintech News Desk0
Circit, the innovative audit confirmation platform, has raised investment capital of €1.1 million, as it prepares the Company for significant expansion. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “The recent Wirecard fraud has highlighted how balance confirmations are critical in preventing large......
Milliman launches AccuRate Fleet at InsureTech Connect 2020, introducing new telematics-based risk score for commercial auto insurers, MGAs, and start-ups
Fintech Fintech Funding News

Milliman Analysis: Corporate Pension Funded Ratio at 83.7% in June as Discount Rate Hits Historic Low

Fintech News Desk
by Fintech News Desk0
Milliman 100 PFI funded status worsens by $6 billion in June despite 1.66% investment return Milliman, Inc., a premier global consulting and actuarial firm, released the results of its latest Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans. Read More: Banks Are Experiencing a Kodak......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
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Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
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