Search Results for: Wealth Management industry

CAIS Announces New Integration with Orion for Seamless Transaction Reporting
Fintech Investment Services News

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

Fintech News Desk
by Fintech News Desk0
CAIS continues to connect the wealth management ecosystem, making it easier for independent financial advisors to access alternative investments. CAIS, the leading alternative investment platform, today announced an integration with Orion Advisor Solutions, architect of the tech-enabled fiduciary process that empowers the advisor-client journey by enabling advisors to Prospect, Plan,......
GlobalFintechSeries Interview with Joshua Levin, Co-founder at OpenInvest
Economy Fintech Interviews Investment Services

Global Fintech Interview with Joshua Levin, Co-founder at OpenInvest

Paroma Sen
by Paroma Sen0
Catch how these experts from leading tech companies like TeamViewer, JotForm, Xactly and more are boosting their B2B sales and marketing experience while focusing on a balanced employee culture:...
Quontic Bank Hires Felix Todd As Chief Technology Officer
Banking Business Fintech News

Quontic Bank Hires Felix Todd As Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Executive Will Lead Enhancing Technology Efforts as Digital Bank Experiences Explosive Growth Quontic, the adaptive digital bank, is pleased to announce today that Felix Todd has joined the company as Chief Technology Officer (CTO). Todd was most recently with Regions Bank, one of the nation’s largest full-service providers of consumer and......
First American Payment Systems Announces New Vice President of Information Security and Compliance
Fintech News

First American Payment Systems Announces New Vice President of Information Security and Compliance

Fintech News Desk
by Fintech News Desk0
Welcomes veteran information security leader to IT division First American Payment Systems, a leader in payment technology, today announced the appointment of Chuck Springer to the position of Vice President of Information Security and Compliance. In this role, he will lead all aspects of security within the IT division, including......
Global-X-ETFs-Deepens-Global-Reach-with-Launch-of-European-UCITS-Business
Business Fintech News

Global X ETFs Deepens Global Reach With Launch of European UCITS Business

Fintech News Desk
by Fintech News Desk0
Global X ETFs, the New York-based provider of exchange-traded funds (ETFs), today announced the launch of its European business operation. Global X, known for its thematic growth, income, and international access strategies, will aim to bring its intelligent investment solutions to a European audience of investors via UCITS ETFs. To......
Amid Economic Uncertainty, Businesses Embrace Change, Strengthen Resolve, JPMorgan Chase Survey Finds
Banking Fintech Investment Services News

JPMorgan Chase Names Reggie Chambers the New Head of Investor Relations

Fintech News Desk
by Fintech News Desk0
JPMorgan Chase & Co. announced today that Reggie Chambers has been named the new head of Investor Relations, effective January 1, 2021. Jason Scott, who has led the Investor Relations team since 2016, will be taking on a new role at the Firm as head of Global Technology Finance. Read......
GlobalFintechSeries Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.
Business Fintech Fintech Startups Interviews

Global Fintech Interview with Craig Cecilio, CEO and Founder at DiversyFund, Inc.

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase!...
Former Goldman Sachs Tech Chief Elisha Wiesel Joins The Floor as Chairman, Bringing Over 25 Years of Wall Street Banking Experience to the Fintech Company
Banking Fintech News

Former Goldman Sachs Tech Chief Elisha Wiesel Joins The Floor as Chairman, Bringing Over 25 Years of Wall Street Banking Experience to the Fintech Company

Fintech News Desk
by Fintech News Desk0
Wiesel will help drive the Company’s platform to its next stage of growth and bolster strategic partnerships The Floor, a pioneering technology provider empowering global banks to seamlessly manage their vendor offerings alongside their internal stack, today announced the appointment of Elisha Wiesel as Chairman of its Board of Directors. In his......
GlobalFintechSeries Interview with Kevin Hughes, Senior Product Manager, Aggregation Services, Digital Payment Solutions at Fiserv
Banking Fintech Interviews Risk Management

Global Fintech Interview with Kevin Hughes, Senior Product Manager, Aggregation Services at Fiserv

Paroma Sen
by Paroma Sen0
Improving Marketing and Sales Alignment, Adjusting to the New Normal and Scaling Business Growth Despite Covid-19, catch more in these conversations with experts from JotForm, Xactly, Demandbase and More!  ...
Banking Business Featured Fintech

Robo Advisors – Changing the Face of Investments

Tanika Mehrotra
by Tanika Mehrotra0
Robo Advisors are robotic financial advisors that use algorithms to automatically select investments for the customer, and also advise them on other relevant financial decisions. Robo-Advisors are not new to fintech; they have been around for over a decade. A standard robo-advisor collects financial information from the customers, like their......
1