Search Results for: Wealth management

AIX Announces Technology Integration with The Sycamore Company
Investment Services News

Alternative Investment Exchange Announces Technology Integration with The Sycamore Company

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company (“Sycamore”) to put efficient alternative investing at advisors’ fingertips. Sycamore is a provider of cloud-based financial technology solutions that enable front to back-office broker-dealer and RIA operations. This partnership immediately provides......
BMO Financial Group Announces Commercial Banking Office in Grand Rapids, Michigan
Banking Finance News

BMO Financial Group Announces Commercial Banking Office in Grand Rapids, Michigan

Fintech News Desk
by Fintech News Desk0
The team is focused on providing BMO’s broad array of banking services and industry expertise to a wide variety of local industries BMO Financial Group announced a commercial banking office in Grand Rapids, Michigan, led by BMO’s Michigan Managing Director, James Hess. Located at 250 Monroe Ave., it is comprised of......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
Hamilton Lane Joins Latest Round of Funding for Private Market Exchange ADDX
Fintech Funding News

Hamilton Lane Joins Latest Round of Funding for Private Market Exchange ADDX

Fintech News Desk
by Fintech News Desk0
Investment underscores the firm’s commitment to broadening access to the private markets through innovative technology solutions  Hamilton Lane announced its participation in the latest funding round for Singapore-based digital private market exchange ADDX, highlighting the firm’s commitment to providing private market investments to the non-institutional channel through innovative technology solutions. The investment follows......
Baird Launches Russell Investments’ Personalized Managed Accounts on Its Advisory Platform
Investment Services News

Baird Launches Russell Investments’ PMAs on Its Advisory Platform

Fintech News Desk
by Fintech News Desk0
Institutional-quality PMA suite features active and direct indexing solutions with customizable overlay The Baird SMA Network has added Russell Investments’ full suite of Personalized Managed Accounts (PMAs) to its advisory platform. This partnership will give Baird’s private wealth management advisors and their clients access to Russell Investments’ outcome-oriented PMAs, which......
Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials
Finance Fintech News

Praxent Supports alooola in Launching Digital-First Financial Advisory Platform Geared Toward Millennials

Fintech News Desk
by Fintech News Desk0
Praxent helps established RIA with mobile app development, Plaid and DriveWealth integrations Praxent, a fintech design and engineering partner to financial companies, announced that it has supported the launch of alooola, an education-based wealth management and investment advisory platform. “With our design and development expertise and integration guidance, Glen Eagle......
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 Staff Writer
by Fintech Staff Writer0
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......
iCapital Secures Three Patents for Innovations in Alternative Investing Technology
Fintech Investment Services News

iCapital Secures Three Patents for Innovations in Alternative Investing Technology

Fintech News Desk
by Fintech News Desk0
New proprietary platform capabilities enhance data security for all players in iCapital-managed asset and wealth management ecosystems iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that it has been awarded three patents for technological advances in data......
Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee
Investment Services News

Canadian Financial Advisors Added 3.85% In Tangible Value to Client Accounts in 2021, Surpassing the Typical 1% Fee

Fintech News Desk
by Fintech News Desk0
Russell Investments Canada Limited (R­ussell Investments) has released its seventh-annual Value of an Advisor study, which aims to quantify an advisor’s broadening role to holistically serve their clients. The firm’s 2022 analysis found the value added to a client’s portfolio by a full-service Canadian advisor who delivers comprehensive wealth management is 3.85%.......
Huobi Wallet Transforms to iToken, Adds Decentralized Investment Services
DeFi Digital Asset Management News

Huobi Wallet Transforms to iToken, Adds Decentralized Investment Services

Fintech News Desk
by Fintech News Desk0
A special campaign will be held for users to win a Tesla Model 3 Huobi Wallet, a secure and professional DeFi wallet, has enhanced its service offerings and will now be known as iToken. iToken, which received a US$200 million investment from Huobi Group, will become a decentralized investment platform, enabling users......
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