Search Results for: asset and wealth management

Kinecta Federal Credit Union Opens New Branch in Thousand Oaks
Finance News

Kinecta Federal Credit Union Opens New Branch in Thousand Oaks

PR Newswire
by PR Newswire0
On Monday, June 26, Kinecta Federal Credit Union opened its newest branch in Thousand Oaks, California. This new branch brings Kinecta’s convenient and accessible financial services, lower loan rates, higher savings rates and wealth management resources to the Thousand Oaks community. “We are proud to open this newest branch in the Thousand Oaks area,” said Keith Sultemeier, President and......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
by PR Newswire0
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
Intelliswift Appoints Sreejith Chandran as the Global Head for Banking, Finance and Insurance Services
Fintech News

Intelliswift Appoints Sreejith Chandran as the Global Head for Banking, Finance and Insurance Services

Business Wire
by Business Wire0
Intelliswift Software, a leading digital transformation and talent solutions provider, announced the appointment of Sreejith Chandran as the new Vice President of Client Services for their BFSI vertical. Sreejith brings over 18 years of experience in successfully leading BFSI growth and delivery at various multinational technology organizations. Latest Fintech Interview : Global Fintech Interview......
Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America
Investment Services News

Bancolombia Capital Partners with Marstone for Multilingual Digital Wealth Management Services in Latin America

Business Wire
by Business Wire0
Marstone’s Digital Advice offering continues rapid expansion with latest partnership that provides digital wealth to international clients using BlackRock UCITS funds Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Grupo Bancolombia (CIB), the largest bank in Colombia by total assets, and the first Colombian financial......
Learning and Development Holds the Keys to Success in Decentralized Finance
DeFi Guest Posts

Learning and Development Holds the Keys to Success in Decentralized Finance

Hector Payne
by Hector Payne0
As Decentralized Finance (DeFi) plays an increasingly pivotal role in financial services – from transaction banking to wealth management – institutions must invest in bridging the emerging skill gap and help its professionals embrace opportunity. The rise of Decentralized Finance (DeFi) has been nothing short of meteoric. DeFi protocols and......
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment Services News

TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets

PR Newswire
by PR Newswire0
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets TIFIN, the AI platform for wealth, and leading global private markets investment manager Hamilton Lane announced the launch of a new AI-powered investment assistant that will combine Hamilton Lane’s......
Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
Finance News

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP). Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Professor Jeremy Siegel, Senior Economist to......
FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions
Investment Services News

FundFront Unveils White Label Platform Empowering the Wealth Management Industry with Alternative Investment Solutions

PR Newswire
by PR Newswire0
Turnkey technology and infrastructure to bring alternative investment opportunities to banks and wealth advisors FundFront, a leading provider of alternative investment technology and solutions, has announced the launch of its white label alternative investment platform tailored for the wealth management industry. This turnkey wealth tech solution enables advisors to seamlessly offer alternative......
Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution
Fintech News

Nitrogen and FMG Announce Integrated, One-Click Multi-Channel Marketing Solution

Business Wire
by Business Wire0
Streamlined solution helps financial advisors leverage Nitrogen’s lead-generation tools within FMG’s platform for accelerated growth Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, has entered into a strategic alliance with FMG, a leading SaaS company specializing in marketing software and services for financial advisors. This......
SoFi Says It’s Time To Change The Face Of Finance And Highlight Womens’ Financial Success
Artificial Intelligence Finance News

SoFi Says It’s Time To Change The Face Of Finance And Highlight Womens’ Financial Success

Business Wire
by Business Wire0
New SoFi Campaign Challenges Cultural Bias Depicted In Artificial Intelligence and Pledges Ongoing Initiatives to Help Everyone Get Their Money Right SoFi, the digital personal finance company and all-in-one app, announced “Face of Finance”, a new campaign to challenge the bias of Artificial Intelligence (AI) against women and money. When SoFi......
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