Search Results for: Investment Management

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Bithumb Names Back Young Heo as New CEO
Cryptocurrency Fintech News

Bithumb Names Back Young Heo as New CEO

Fintech News Desk
by Fintech News Desk0
Bithumb Korea (Bithumb), a South Korean cryptocurrency exchange, announced Back Young Heo’s appointment as CEO. “With the upcoming regulation coming into effect in 2021, management has been preparing well in advance to be fully compliant. In addition, we are relentless at investing in the security of our customers’ assets and ensuring......
As Demand and Adoption Grows, Schwab Advisor Portfolio Connect® Surpasses 1,000 Platform Users
Fintech News

As Demand and Adoption Grows, Schwab Advisor Portfolio Connect Surpasses 1,000 Platform Users

Fintech News Desk
by Fintech News Desk0
Milestone moves the proprietary solution into ranks of industry’s top portfolio management tools in less than two years Schwab Advisor Services™ announced Schwab Advisor Portfolio Connect, Schwab’s simplified, scalable portfolio management tool, has surpassed 1,000 independent advisor firm users, solidifying its position as a top portfolio management solution for independent......
OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement
Business Economy Fintech Investment Services News

OCO Global Announces Expansion in China With New Office in Shanghai and Partnership Agreement

Fintech News Desk
by Fintech News Desk0
OCO Global, a leading specialist trade and investment advisory firm has announced the opening of its new office in Shanghai, China, and a new partnership with the market entry specialist Aventura. Read More: SIMON Markets LLC and Raymond James Launch New Strategic Partnership for Annuities “We are very excited to......
New Majesco Report Assesses the Digital and No Code / Low Code Insurance Platform Current and Future State and the Path to Digital Maturity
Fintech InsurTech News

Majesco Draws Record High Attendance at Its Virtual Spring Product Council Meeting

Fintech News Desk
by Fintech News Desk0
Over 175 P&C customers joined Majesco to exchange information and strategize upcoming product plans that will help enable the future of insurance Majesco, a global provider of cloud insurance platform software, announced the successful completion of its 13th spring product council meeting that brought together Majesco’s P&C customers to discuss......
New Solution Finder Service Helps Financial Institutions and Businesses Find Qualified Payments Solution Providers
Banking Fintech Mobile Banking News

New Solution Finder Service Helps Financial Institutions and Businesses Find Qualified Payments Solution Providers

Fintech News Desk
by Fintech News Desk0
Launching this week, the new and improved Solution Finder is designed to help financial institutions, businesses and governmental agencies easily and efficiently find payments solutions which can meet and exceed requirements. In this time of social distancing where the traditional process of solution provider research and selection (tradeshows, conferences and......
Trustology is First Cryptoasset Custody Wallet Provider to Join Corda Network With LAB577's DASL
Business Fintech News

Trustology is First Cryptoasset Custody Wallet Provider to Join Corda Network With LAB577’s DASL

Fintech News Desk
by Fintech News Desk0
Trustology, a London-based institutional cryptoasset custody firm dedicated to enabling global crypto adoption, announces that it will be partnering with Digital Asset Shared Ledger (DASL) — a platform developed by LAB577 to transform traditional financial instruments into digital assets. This partnership allows Trustology to join the Corda Network, making the company the first......
RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics
Fintech Investment Services News Risk Management

RiskPro Selects FinMason to Deliver Fixed Income Risk Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by RiskPro, a revolutionary risk profiling and portfolio construction system that helps Financial Advisors improve the investor experience, to deliver fixed income risk calculations. Read More:......
BillingPlatform Spring 2020 Release Drives Greater Productivity and Control for Finance Teams, Streamlining Billing Operations
Fintech News

BillingPlatform Spring 2020 Release Drives Greater Productivity and Control for Finance Teams, Streamlining Billing Operations

Fintech News Desk
by Fintech News Desk0
Feature-rich Product Release Further Differentiates Industry Leader, BillingPlatform, In the Fast-growing Financial Technology Software Category Leading global cloud-based monetization and billing solution provider, BillingPlatform, announced its Spring 2020 release. This latest release from BillingPlatform includes new platform features to further modernize billing operations for senior finance professionals, increasing adaptability and......
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