Search Results for: asset and wealth management

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......
Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets
Fintech News

Comerica Announces New Southern California Private Wealth Management Team with $3 Billion in Client Assets

PR Newswire
by PR Newswire0
Comerica Incorporated is continuing to grow its Wealth Management presence with the addition of a new private wealth management team in Southern California. The team of 11 seasoned professionals, with approximately $3 billion in assets, collectively boasts more than 260 years of experience in the financial service industry. They will be based at Comerica’s office......
Virtusa and Thought Machine Launch the SME Customer Onboarding Platform to Streamline Business Banking
Banking News

Virtusa and Thought Machine Launch the SME Customer Onboarding Platform to Streamline Business Banking

PR Newswire
by PR Newswire0
Virtusa and Thought Machine developed the SME Customer Onboarding Platform to streamline and enhance the onboarding process for small and medium-sized enterprises (SMEs) in the financial industry Virtusa Corporation, a global provider of digital strategy, digital engineering, and information technology (IT) services and solutions, in collaboration with Thought Machine, a......
SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
Finance Investment Services News

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

PR Newswire
by PR Newswire0
New Applications Help Advisors Connect Investors to What Matters Most SEI announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth......
DriveWealth Appoints NYSE Executive Michael Blaugrund to CEO
Fintech News

DriveWealth Appoints NYSE Executive Michael Blaugrund to CEO

PR Newswire
by PR Newswire0
DriveWealth, the innovative global fintech with the mission to empower investing for all, has announced the appointment of Michael Blaugrund as Global Chief Executive Officer (CEO). Robert Cortright, the DriveWealth founder and current CEO, will transition to the role of Executive Chairman in which he will continue to shape the strategic vision at......
GlobiancePay: Empowering Financial Inclusion and Security in a Digital World
Banking Fintech News

GlobiancePay: Empowering Financial Inclusion and Security in a Digital World

GlobeNewswire
by GlobeNewswire0
In a world where access to reliable financial services can mean the difference between stagnation and prosperity, traditional banking has often failed to cater to the needs of populations in regions such as Africa and Latin America. Fortunately, a new beacon of hope has emerged in the form of GlobiancePay,......
Numerix Acquires PolyPaths, Expanding Market Expertise in Structured Finance & Fixed Income
Capital Markets News Risk Management

Numerix Acquires PolyPaths, Expanding Market Expertise in Structured Finance & Fixed Income

PR Newswire
by PR Newswire0
PolyPaths’ offerings add to Numerix’s existing analytic tools, providing clients with expanded coverage of Front-to-Risk applications Numerix, a global leader in capital markets risk management technology, is pleased to announce the acquisition of PolyPaths, a renowned provider of analytics and risk management solutions for financial institutions. PolyPaths brings a wealth of......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
Capco and Pyramid Analytics Announce Strategic Partnership to Accelerate Decision Intelligence in Financial Services
Artificial Intelligence Fintech News

Capco and Pyramid Analytics Announce Strategic Partnership to Accelerate Decision Intelligence in Financial Services

Business Wire
by Business Wire0
Capco, the global technology and management consultancy dedicated to financial services, and Pyramid Analytics, a leading business analytics and decision intelligence platform provider, announced a partnership to help financial institutions simplify their decision-making through AI-augmented, automated, and collaborative insights. Latest Fintech Interview: Global Fintech Interview with Jim Stickley, Chief Executive......
Institutional Investors and Wealth Managers Plan to Boost Crypto Investments
Digital Asset Management News

Institutional Investors and Wealth Managers Plan to Boost Crypto Investments

Fintech News Desk
by Fintech News Desk0
87 Percent of institutional investors and wealth managers believe investment is attractive in the year ahead rising to 92% over five years According to new global research by London-based Nickel Digital Asset Management (Nickel), Europe’s award-winning, regulated digital assets hedge fund manager founded by alumni of Bankers Trust, Goldman Sachs......
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