Search Results for: Wealth Management industry

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

CAIS Announces Rapid Advisor Adoption for New Learning Platform

Fintech News Desk
by Fintech News Desk0
CAIS IQ is driving education of alternative investments, CE credits for Financial Advisors Everywhere CAIS, the industry-leading alternative investment platform, today announced growth and momentum for CAIS IQ, the company’s modern learning system for financial advisors, that helps them learn faster, remember longer and enhance client outcomes. CAIS IQ combines......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives
Business Fintech Investment Services News

PGIM Investments and iCapital Network Announce Partnership to Enhance Access to Alternatives

Fintech News Desk
by Fintech News Desk0
Trillion-dollar asset manager will integrate iCapital Network technology to power seamless alts experience for HNW advisor channel  PGIM Investments, the retail distribution arm of PGIM, Inc., the $1.4 trillion global investment management business of Prudential Financial, Inc. (PFI), and iCapital Network1, the leading financial technology platform driving access and efficiency in alternative......
MPOWER Financing Adds Jatin Rajput, Global Financial Services Executive and Fintech Investor, to Its Board
Fintech InsurTech News

Jennifer Lucovich Appointed as Financial Advisor at UBS Scottsdale Arizona Branch Office

Fintech News Desk
by Fintech News Desk0
Jerrod Logan also appointed as Senior Wealth Strategy Associate UBS is proud to announce that Jennifer Lucovich has joined the firm as a Financial Advisor, Senior Vice President—Wealth Management in the Scottsdale Arizona branch office. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Jennifer is......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
by Fintech News Desk0
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
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......
Artificial Intelligence Business News

FICO Appoints Louise Lunn to Lead Global Analytics Delivery

Fintech News Desk
by Fintech News Desk0
UK-based leader will oversee worldwide teams applying AI, machine learning, optimization and more Global analytics software provider FICO has named Louise Lunn to lead its newly created Global Analytics Delivery organization. Lunn, who is based in the UK, will oversee the teams of data scientists worldwide that develop custom analytics solutions and exploratory......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
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