Search Results for: Wealth Advisory

3Pillar Global Expands Client Base into BFSI
Banking Digital Finance News

3Pillar Global Expands Client Base into Banking, Financial Services, and Insurance

Fintech News Desk
by Fintech News Desk0
Award-winning digital product company launches new portfolio to serve companies in consumer banking, personal insurance, and beyond 3Pillar Global, a global developer of cutting-edge digital products and a leader in digital innovation strategy, announced the launch of a new portfolio in Banking, Financial Services, and Insurance (BFSI). Led by SVP Ken......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
Stephen Schroder Joins JAM FINTOP to Support JAM FINTOP Blockchain Fund
Blockchain News

Stephen Schroder Joins JAM FINTOP to Support JAM FINTOP Blockchain Fund

Fintech News Desk
by Fintech News Desk0
JAM FINTOP announced the hiring of Stephen Schroder to help source, diligence and monitor companies for the recently launched JAM FINTOP Blockchain fund. He will also engage with the JAM FINTOP Network to identify areas of interest in blockchain innovation for regulated financial institutions. JAM FINTOP Blockchain invests in infrastructure,......
L37 Ventures Launches Everest Financial to Provide 360° Entrepreneur, Company and Alternative Asset Solutions
Finance Fintech News

L37 Ventures Launches Everest Financial to Provide 360° Entrepreneur, Company and Alternative Asset Solutions

Fintech News Desk
by Fintech News Desk0
L37 Ventures launches alternative asset marketplace, wealth and advisory platform, Everest Financial, to guide and finance entrepreneurs, companies, and fund managers from idea through exit. “Software and data are revolutionising every industry, and they are inevitably changing how we support and finance entrepreneurs, companies, and alternative asset managers”, says John Tilney,......
BXH Appointed New Head of Risk Management and Security
News Risk Management Security

BXH Appointed New Head of Risk Management and Security

Fintech News Desk
by Fintech News Desk0
BXH was launched in April 2021 with the entrée of the China market Mr. Edward Ng with 30 plus years of fintech and security experience has been appointed as the Head of Risk Management and Security for BXH (Boy X Highspeed) in Dubai. “With the re-launch of the BXH Defi-Cefi......
Grab-led Digibank Consortium Selected to Receive Malaysia Digital Banking Licence
Banking News

Grab-led Digibank Consortium Selected to Receive Malaysia Digital Banking Licence

Fintech News Desk
by Fintech News Desk0
Malaysia digital bank will accelerate access to financial services for 1 in 2 underserved or unbanked Malaysians  Grab Holdings Limited and Singtel announced that GXS Bank Pte. Ltd., their digital bank joint venture, and a consortium of Malaysian investors including Kuok Brothers Sdn. Bhd (the “Malaysia digital bank consortium”) have......
Fingerprints and Transcorp Collaborate to Bring Contactless Biometric Cards to the Indian Market
Artificial Intelligence B2B Digital Payments News

Fingerprints and Transcorp Collaborate to Bring Contactless Biometric Cards to the Indian Market

Fintech Staff Writer
by Fintech Staff Writer0
World-leading biometrics company, Fingerprint Cards AB (Fingerprints™) and Transcorp, a 27-year-old Reserve Bank of India regulated Prepaid Instruments license holder, collaborate to bring cutting edge biometric technology to India. Read More: RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies The collaboration will be targeting 940 million active cardholders in......
Better Agency Raises $8 Million in Series A Financing
Fintech Fintech Funding Fintech Radar News

Better Agency Raises $8 Million in Series A Financing

Fintech News Desk
by Fintech News Desk0
Better Agency, the agency success platform for insurance agents, announced that they raised $8m in a Series A round, led by Teamworthy Ventures. There was additional participation from  ManchesterStory Group. Better Agency is an agency success platform that uses automation to help insurance agents sell more policies, retain more customers at renewal......
SMArtX Advisory Solutions Deepens Strategic and Commercial Relationship with Morningstar Investment Management
Featured Fintech Fintech Funding News

SMArtX Deepens Strategic Relationship with Morningstar

Sudipto Ghosh
by Sudipto Ghosh0
SMArtX Advisory Solutions (‘SMArtX’),  announced the closure of their Series D round with a $30 million investment by Morningstar Investment Management, LLC , a subsidiary of independent investment research provider Morningstar, Inc. SMArtX is a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset......
Kristal.AI Acquires a Global Investment Platform, Globalise to Enhance the Retail Offering for Its Partners
Investment Services News

Kristal.AI Acquires a Global Investment Platform, Globalise to Enhance the Retail Offering for Its Partners

Fintech News Desk
by Fintech News Desk0
Strategic acquisition of Globalise will enable partners to service retail investors to invest in global products via fractional investments Kristal.AI, a digital-first global private wealth management platform, acquired global investment platform, Globalise which delivers access to US stocks, ETFs, and ETF baskets for Indian investors. Together they complement each other with Kristal.AI being strong in institutional......
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