Search Results for: asset and wealth management

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates
Business News

New Zoe Financial Whitepaper Says Financial Advisory Industry Revenue Will Reach $200 Billion by 2030, Far Exceeding Current Growth Estimates

Fintech News Desk
by Fintech News Desk7
Rising Wealth, the Decline of Employer Pensions Plans, Digitization and Automation Are Drivers Of Industry Growth And Disruption Zoe Financial, a technology-driven marketplace that empowers consumers to make better financial decisions, released a new report that found current growth estimates of the US wealth management market undervalue the financial advisory......
Leading Decentralized Investment Banking Group - Coinstreet Partners, Awarded Asia Futurist Leadership Award
Banking Fintech News

Leading Decentralized Investment Banking Group – Coinstreet Partners, Awarded Asia Futurist Leadership Award

Fintech News Desk
by Fintech News Desk0
The Asia Futurist Leadership Award in the category of High Flyer Award – Outstanding Deal Originator In Asia was awarded to Coinstreet Partners by the Association of Family Offices in Asia, the Association of Private Bankers in Greater China and the Women In Leadership Association at the Asia Futurist Leadership Summit, held in Hong Kong during International Financial Week. Asia Futurist......
Confluence Appoints Annabel Giles as Chief Human Resource Officer
Business Fintech News

Confluence Appoints Annabel Giles as Chief Human Resource Officer

Fintech News Desk
by Fintech News Desk0
The New CHRO Will Develop and Execute a People Strategy to Support Confluence’s Next Phase of Growth Following the Firm’s 2019 Acquisition of StatPro. Confluence Technologies, Inc., a global technology solutions provider delivering innovative products to the worldwide money management industry, announced the appointment of Annabel Giles to the newly......
AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts - Because You Never Know When The Next Bubble Will Burst
Banking Business News

AllocateRite Introduces Consolidated Risk Assessment Across Multiple Accounts – Because You Never Know When The Next Bubble Will Burst

Fintech News Desk
by Fintech News Desk0
AllocateRite Digital, the New York FinTech and data science company that provides investment managers with ETF-based dynamic asset allocation strategies, is excited to announce support for multiple accounts at multiple brokerages. Multiple Account Linking Get the complete picture of your financial health by linking multiple brokerage accounts. Use RiskMonkey to......
Phoenix Finance Ranked in the "2019 KPMG China Fintech 50"
Fintech Fintech Funding News

Phoenix Finance Ranked in the “2019 KPMG China Fintech 50”

Fintech News Desk
by Fintech News Desk0
On December 23rd, KPMG officially announced the list of “2019 KPMG China Fintech 50” and held the awards ceremony for “2019 KPMG China Fintech 50” in Beijing. Phoenix Finance, a comprehensive intelligent financial service platform established by Phoenix TV Group for global Chinese, was selected for its development and applying of fintech......
BMO Financial Group Announces Executive Appointments
Banking News

BMO Appoints Sri Dronamraju as Chief Information Security Officer

Fintech News Desk
by Fintech News Desk0
BMO Financial Group named Sri Dronamraju as Chief Information Security Officer (CISO).  The appointment is effective January 6, 2020. Mr. Dronamraju will oversee the bank’s global strategy for cyber security. Reporting to both Larry Zelvin, Head Financial Crimes, and Ken Librot, US Chief Technology and Operations Officer, Mr. Dronamraju will have offices in Toronto and Chicago, with......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
Sapphire Software, Makers of Panoramix, Adds Director to Board
Banking Fintech News

Sapphire Software, Makers of Panoramix, Adds Director to Board

Fintech News Desk
by Fintech News Desk0
Growing Innovator in Financial Technology (FinTech) and Consulting Expands Board of Directors to Include 34-Year Wells Fargo Veteran. Sapphire Software Services, Inc., a Minnesota-based software consulting firm and makers of Panoramix for Financial Advisors, announced an expansion of the board of directors as part of a general organization meeting. Joining......
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