Search Results for: Portfolio Management

Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors
Capital Markets Fintech News Trading

Fidelity Launches Bond Beacon℠, an Innovative, Digital Fixed Income Trading Solution for Firms and Advisors

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional announced the launch of Fidelity Bond BeaconSM, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual fixed income investing for their clients. This solution brings together a range of features that advisors seek in building and managing fixed income portfolios. Bond......
Payment Alliance International Acquires Cash-N-Go ATMs
Fintech News

Payment Alliance International Acquires Cash-N-Go ATMs

Fintech News Desk
by Fintech News Desk0
Payment Alliance International, Inc. (PAI), the U.S. leader in ATM portfolio management tools and services, announced that it has acquired the Cash-N-Go ATM portfolio of Cash N Go ATM Network Inc., a subsidiary of Perativ Inc. The acquisition adds nearly 400 ATMs, increasing PAI’s nationwide network to more than 90,000 ATMs.......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Banking Fintech News

Gibsland Bank & Trust Selects Teslar Software to Enhance Commercial Lending

Fintech News Desk
by Fintech News Desk0
Community bank improves processes to focus on providing local businesses with better service Teslar Software, a provider of automated workflow and portfolio management tools designed to help community financial institutions thrive, announced today that Gibsland Bank & Trust has selected its full suite of services to boost efficiencies and streamline......
Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays
Fintech Investment Services News Trading

Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays

Fintech News Desk
by Fintech News Desk0
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions Russell Investments has selected Vestmark, a leading provider of portfolio management and trading software and outsourced services, to power the design, construction and management of an array of inventive Personalized Managed Accounts (PMA) that can......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
News

Blackstone Announces Appointment of Jeffrey B. Kindler, Former Chairman and CEO of Pfizer, as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Blackstone (NYSE:BX) today announced the appointment of Jeffrey B. Kindler, former Chairman and CEO of Pfizer and current CEO of Centrexion Therapeutics, as a Senior Advisor. Mr. Kindler will bring his deep management experience and wide-ranging expertise in the healthcare sector to advise across the firm’s businesses and portfolio companies,......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
Fintech News

CreditShop Announces the Appointment of Christopher Halmy as Chairman of the Board of Directors

Fintech News Desk
by Fintech News Desk0
CreditShop Holdings LLC (‘CreditShop’ or ‘the Company’), a leading non-bank credit card company in the United States, announces the appointment of Christopher A. Halmy as Chairman of the Board of Directors. Read More: GlobalFintechSeries Interview with Nick Cowan, CEO of the GSX Group Peter Herbert has resigned from his position of......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
Banking Fintech Fintech Startups Interviews

Global Fintech Interview with Keren Moynihan, CEO at Boss Insights

Paroma Sen
by Paroma Sen0
Innovations when it comes to lending technology have been evolving at a rapid pace and the ongoing Covid-19 pandemic has fast tracked new developments in this segment. In this interview, Keren Moynihan, CEO at Boss Insights talks about the future of lending tech and finance tech while sharing a little......
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