Search Results for: Wealth Management

LexinFintech Holdings Ltd. Announces Changes to Board of Directors
Fintech News

LexinFintech Holdings Ltd. Announces Changes to Board of Directors

Fintech News Desk
by Fintech News Desk0
LexinFintech Holdings Ltd. (“Lexin” or the “Company”) (NASDAQ: LX), a leading online consumption and consumer finance platform for new generation consumers in China, today announced the appointment of Ms. Annabelle Yu Long to Lexin’s board of directors and the resignation of Mr. Min Xiao from his post as a director......
InsuraGuest Signs Swarts, Manning & Associates Insurance Agency
Fintech InsurTech News

InsuraGuest Signs Swarts, Manning & Associates Insurance Agency

Fintech News Desk
by Fintech News Desk0
InsuraGuest Technologies, Inc., under its wholly owned U.S. subsidiary InsuraGuest Insurance Agency, LLC (the “Agency”), has signed Swarts, Manning & Associates (“SMA”) for its agency/broker program, which focuses on agencies and brokers that write general liability polices specifically for hotels. Read More: Bank of America Commits $100,000 to Athena Alliance......
Why Should You Choose Alternative Investments for Your Portfolio?
Fintech Fintech Funding Guest Posts Investment Services

Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
by Asheesh Chanda0
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
PitchBook Releases Analyst Workspaces Providing Unprecedented Access to Analyst Insights and Materials
Capital Markets Fintech News

PitchBook Adds VP of Product to Innovate and Evolve the PitchBook Platform

Fintech News Desk
by Fintech News Desk0
Paul Jaeschke Joins PitchBook to Lead Product Team Focused on Solving Unique Customer Problems Across Core VC, PE and M&A Markets PitchBook, the premier data provider for the private and public equity markets, announced the addition of Paul Jaeschke to the Executive Leadership Team as VP of Product. Jaeschke brings......
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......
The Fedeli Group And TPA Stream Announce Partnership
Fintech News

TPA Stream Launches TPA Stream Connect

Fintech News Desk
by Fintech News Desk0
Cleveland-based insurtech software company TPA Stream develops software for third-party administrators (TPAs) and health insurance brokers to streamline daily manual processes. Its newest technology, TPA Stream Connect, provides developers with access to claims data from multiple sources and formats. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
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