Search Results for: Wealth management

UBS Investor Sentiment Investor Optimism Drops on Inflation and Geopolitical Concerns
Investments News

UBS Investor Sentiment Investor Optimism Drops on Inflation and Geopolitical Concerns

Fintech News Desk
by Fintech News Desk0
Though concerned about the stock market, the economy and their retirement savings, investors continue to seek opportunities Optimism among high-net-worth investors dipped to early-pandemic levels on continuing concerns about the economic and market impact of inflation and the war in Ukraine, according to the latest quarterly Investor Sentiment survey from......
Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees
Banking News

Huntington National Bank, PAi Partner to Offer 401(k) Solution for Small Businesses, Employees

Fintech News Desk
by Fintech News Desk0
Huntington provides investment management while PAi handles plan administration Small businesses with competitive employer-sponsored retirement programs, Huntington National Bank and PAi Retirement Services have partnered to launch the Huntington 401(k) Center for Business solution designed specifically for business owners and their employees. Latest Fintech News: Rubik Lands $3.5 Million Seed Round......
iCapital Completes Acquisition of SIMON Markets
Fintech News

iCapital Completes Acquisition of SIMON Markets

Fintech News Desk
by Fintech News Desk0
Marks a major milestone in the creation of the most comprehensive alternative investment marketplace for advisors by adding access to structured investments, annuities, and risk-managed solutions iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has......
Comerica Bank Appoints Allysun Fleming To Lead Payments Strategy In New Head of Payments Role
Banking News

Comerica Bank Appoints Allysun Fleming To Lead Payments Strategy In New Head of Payments Role

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated announced it will align all payments-related operations into one division directed by Allysun Fleming who will serve as the new Executive Vice President, Payments. Fleming will report to Peter Sefzik, Executive Vice President, Commercial Bank. Latest Fintech News: SIGNiX Announces Partnership with American Bank Systems to Provide Secure Digital Signatures and Remote......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Finance News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Third Avenue Joins the FLX Networks Platform
Investment Services News

Third Avenue Joins the FLX Networks Platform

Fintech News Desk
by Fintech News Desk0
Third Avenue Management LLC a U.S.-based investment adviser and leading value investing firm, announced that it has joined the FLX Networks (“FLX”) platform, the innovative network that modernizes, simplifies, and drives unique engagement between asset managers and financial advisors. Latest Fintech News: Vontobel Completes Acquisition of UBS Swiss Financial Advisers......
Vontobel Completes Acquisition of UBS Swiss Financial Advisers
Finance News

Vontobel Completes Acquisition of UBS Swiss Financial Advisers

Fintech News Desk
by Fintech News Desk0
Vontobel will become the largest Swiss-domiciled wealth manager for US clients seeking an account in Switzerland for diversification purposes The transaction is part of Vontobel’s long-term growth strategy in the US UBS USA will continue to refer clients with a US connection seeking regionally diversified strategies in a Swiss based......
Graphene Investor Services Joins the Bosonic Network
Investment Services News

Graphene Investor Services Joins the Bosonic Network

Fintech News Desk
by Fintech News Desk0
Providing Wealth Management and Family Office clients with a turnkey solution to access the digital assets market  Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, has announced that Graphene Investor Services (Graphene I.S), a Digital Investment Services Matrix, has selected Bosonic as its provider for digital assets solutions. Latest Fintech......
Future Proof Announces Inaugural FintechX Demo Finalists
Fintech News

Future Proof Announces Inaugural FintechX Demo Finalists

Fintech News Desk
by Fintech News Desk0
10 cutting edge fintechs have been awarded the opportunity to demo their innovations live to thousands of financial professionals and industry leaders Advisor Circle, a product and content studio for the financial services industry, in partnership with Ritholtz Wealth Management, is pleased to announce an elite group of finalist presenters for the......
PNC Bank Launches Community Advisory Council With 17 New Members Appointed
Banking News

PNC Bank Launches Community Advisory Council With 17 New Members Appointed

Fintech News Desk
by Fintech News Desk0
Community Leaders Selected to Help Steer Bank’s $88 Billion Community Benefits Plan PNC Bank announced the formation of a new national Community Advisory Council (CAC) with the appointment of 17 members, who will provide ongoing guidance for the Bank’s community lending, investment, and service efforts in support of PNC’s four-year Community Benefits Plan.......
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