Search Results for: Wealth Management industry

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board
Economy Fintech Investment Services News

EquityMultiple Continues Path of Growth, Adds Christian Mundigo, Co-head of Fixed Income at BNP Paribas, to its Advisory Board

Fintech News Desk
by Fintech News Desk0
EquityMultiple, a New York-based wealthtech firm that provides accredited investors with streamlined access to commercial real estate investments, announced a series of growth trends that have continued throughout 2020, amid challenging economic conditions. Read More: Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators EquityMultiple recently added Christian......
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
Jason Scott to become the head of Global Technology Finance JPMorgan Chase & Co. announced 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......
Tora strikes deal with Japan's Revolution Co Ltd
Business Fintech News Trading

TORA Integrates OEMS Platform with TP ICAP’s Fusion RFQ for Enhanced Single Stock Equity & ETF Trading

Fintech News Desk
by Fintech News Desk0
TORA, the provider of industry-leading trading technology, has today announced that it has integrated its order & execution management system (OEMS) with leading provider of financial market services, TP ICAP and their Fusion RFQ engine. The new integration enables TORA’s Equity & ETF clients to access greater liquidity through Fusion......
Addepar Raises $117M in Series E Funding
Fintech Fintech Funding Investment Services News

Addepar Raises $117M in Series E Funding

Fintech News Desk
by Fintech News Desk0
Investment led by WestCap Group will support the expansion of Addepar’s industry-leading platform Addepar, a technology platform for wealth management, announced it has closed a $117 million Series E funding round, led by WestCap Group (“WestCap”). WestCap’s investment from its flagship Strategic Operator Fund was led by Laurence A. Tosi, WestCap’s Founder and Managing Partner......
Broadridge Creates New AI-Driven Digital Execution Platform to Bring Next-Generation Liquidity to Corporate Bonds
Business Fintech News Risk Management

Only 23% of Financial Advisors Have a Defined Marketing Strategy, According to Broadridge Study

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today released its second-annual financial advisor marketing survey, which revealed contrasts between effective and ineffective advisor marketers. The survey found that that 77% of advisors have no defined marketing strategy and that only 49% of advisors are confident that they will meet......
Capco announces strategic partnership with Concentra Bank to support digital process automation
Fintech News

Capco Announces Strategic Partnership with Concentra Bank to Support Digital Process Automation

Fintech News Desk
by Fintech News Desk0
Concentra leverages PlatformZeroSM, Capco’s innovative, cloud-based digital and automation solution Capco, the global management and technology consultancy, announces a new strategic partnership with Concentra Bank, which has joined the list of charter clients for PlatformZeroSM, Capco’s fully cloud-based, low-code digital and automation solution focused on the financial services industry. Read......
First Affirmative Launches Pioneering "AffirmativESG" Advisor Workstation
Business Fintech News

First Affirmative Launches Pioneering “AffirmativESG” Advisor Workstation

Fintech News Desk
by Fintech News Desk0
The Smart and Easy Way to Invest for Impact and Competitive Returns The right thing to do should be the easy thing to do. Now, with the launch of First Affirmative Financial Network’s AffirmativESG advisor workstation, it’s easier than ever for financial advisors to help their clients find stocks that bring......
Magnifi Names Broadridge Executive as Chief Product Officer
Fintech Investment Services News

Magnifi Names Broadridge Executive as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
Investment in talent comes on the heels of stellar market adoption since launch earlier this year Magnifi, a TIFIN Group company, and the world’s first natural-language powered investment marketplace announced the appointment of Broadridge Financial veteran, Tom Van Horn, to serve as the company’s first Chief Product Officer. Tom brings......
G. Brint Ryan Appointed Chairman of Texas Task Force to Restart Economy
Business Fintech Investment Services News Robotic Process Automation

Ryan Hires Sam Guevara As U.S. Tax Technology Practice Leader

Fintech News Desk
by Fintech News Desk0
Ryan, a leading global tax services and software provider, announced that Sam Guevara has joined the Firm as U.S. Tax Technology Practice Leader, based in the Chicago office. Mr. Guevara brings a wealth of experience in leading a national team of professionals skilled in sales and use tax, property tax, value-added......
Play2Pay Announces Appointment of Tony Weisman, Former CMO of Dunkin' US, as Investor and Board Member
Fintech News

Play2Pay Announces Appointment of Tony Weisman, Former CMO of Dunkin’ US, as Investor and Board Member

Fintech News Desk
by Fintech News Desk0
Play2Pay, Inc. (Play2Pay™), the global payments platform that gamifies payments, announces the appointment of seasoned global CMO veteran, Tony Weisman, as investor and board member. In his role, Weisman will exercise his 30+ years of award-winning marketing experience with world brands to steward Play2Pay’s continued growth while serving as the voice of......
1