Search Results for: Wealth management

Decentralized Exchange Capricorn Launches IFO Platform Greenhouse, With Inaugural Offering From Lending Protocol Zenith.finance
Lending News

Capricorn Launches IFO Platform Greenhouse, With Inaugural Offering From Lending Protocol Zenith.finance

Fintech News Desk
by Fintech News Desk0
Capricorn, the core DEX protocol built on Cube Network, announced the launch of its new Initial Farm Offering (IFO) platform, Greenhouse. As part of its launch, the platform will host a US$100,000 IFO for Zenith.Finance, the leading lending protocol incubated by Gringotts Labs, at 06:00 (UTC) on July 1. Capricorn users......
Nonprofit Finance Fund Selects Aisha Benson as CEO and President
Finance News

Nonprofit Finance Fund Selects Aisha Benson as CEO and President

Fintech News Desk
by Fintech News Desk0
Aisha Benson, a leader with a substantial track record advancing racial equity in community development finance, was selected after an extensive nationwide search and brings exceptional industry expertise, deep networks, and a passion for social justice to the position. She will be NFF’s third permanent CEO and President in its......
Cashfree Payments’ Tokenization Solution ‘Token Vault’ Introduces Interoperability Across Payment Gateways
Banking Digital Payments News

Cashfree Payments’ Tokenization Solution ‘Token Vault’ Introduces Interoperability Across Payment Gateways

Fintech News Desk
by Fintech News Desk0
Businesses can now process tokenized card transactions across any payment gateway of their choice Leading payments and API banking solutions company Cashfree Payments announced that its tokenization solution, ‘Token Vault’ will offer interoperability in card tokenization. Token Vault’s interoperability feature will help businesses who use multiple payment gateways to process tokenized card......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech 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......
Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI; Opens Fifth Office in Under Three Years
Investments News

Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI Opens Fifth Office in Under Three Years

Fintech News Desk
by Fintech News Desk0
Pallas Capital Advisors, LLC (“Pallas Capital”), a leading independent financial planning and investment advisory firm, is pleased to announce the opening of its fifth office in Newport, Rhode Island. Latest Fintech News: Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools The firm spent 2021......
FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services
Finance News

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services

Fintech News Desk
by Fintech News Desk0
Firm Specializes in Serving Leading Investment Management Firms Including Hedge Fund, Private Equity, Venture Capital, and Family Offices FFL Partners (“FFL”), a private equity firm focused on growth investments in tech-enabled business services and healthcare companies, today announced that it has completed a strategic growth investment in Abacus Group (“Abacus,”......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
InsurTech News

Advisor360° Introduces New Beneficiaries Capability for Insurance Policies

Fintech News Desk
by Fintech News Desk0
Financial advisors can see and report beneficiaries consolidated across investment and insurance products for a more connected digital wealth experience Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors are now......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
Employers that Offer Comprehensive Financial Wellness Benefits Can Reduce Workers' Stress, Improve Productivity, According to New Freedom Financial Network Study
Finance News

Employers that Offer Comprehensive Financial Wellness Benefits Can Reduce Workers’ Stress, Improve Productivity, According to New Freedom Financial Network Study

Fintech News Desk
by Fintech News Desk0
Productivity loss from employees dealing with debt costs U.S. businesses over $40 billion annually Freedom Financial Network (FFN), a leading digital personal finance company, released a new whitepaper, Filling the Gap in Financial Wellness Benefits, which examines how employers that expand financial benefits beyond traditional wealth management and retirement savings programs can reduce workers’......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
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