Search Results for: asset and wealth management

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities
Fintech Investments News

Unicorn Strategic Partners and iCapital Partner to Provide LATAM Wealth Managers With Access to Investment Opportunities

Fintech News Desk
by Fintech News Desk0
iCapital and UnicornSP bring a diversified menu of private market and hedge funds from iCapital’s flagship platform to wealth managers and their clients in the region Unicorn Strategic Partners (UnicornSP), a leading distribution partner to asset managers, and iCapital, the global fintech platform driving access to alternative investments for the wealth management......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Digital Payments News Trading

UK’s Most Exclusive Wealth Tech, Privat 3 Money, Launches Bespoke Mobile Trading Platform To Hnw Clients

Fintech News Desk
by Fintech News Desk0
The UK’s newest and most exclusive wealth tech, Privat 3 Money, has launched a bespoke mobile trading platform, becoming only the second digital financial institution in the UK, after Revolut, to offer this facility to eligible clients. Launching this month, the platform gives P3 eligible clients the opportunity not only to......
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......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
Digital Fintech News

Broadridge Teams With MX To Power Data Aggregation And Financial Wellness Solution

Fintech News Desk
by Fintech News Desk0
To provide financial advisors with an innovative holistic view into all aspects of an investor’s financial journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced a strategic partnership with open finance leader MX to utilize the company’s financial data aggregation and personalized financial management automation solutions. This is another example of......
Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
Prudential plc and Google Cloud Announce Strategic Partnership to Make Healthcare and Financial Security More Accessible Across Asia and Africa
Analytics News Security

Prudential plc and Google Cloud Announce Strategic Partnership to Make Healthcare and Financial Security More Accessible Across Asia and Africa

Fintech News Desk
by Fintech News Desk0
Prudential will leverage Google Cloud’s data analytics capabilities, secure and sustainable infrastructure, and the broader Google ecosystem, to accelerate its digital transformation Leading insurance group, Prudential plc and Google Cloud announced a strategic partnership to enhance health and financial inclusion for communities across Asia and Africa. Latest Fintech Insights :......
Tugende closes pre-Series B funding raising a total USD 10 million in equity and debt transactions arranged by Verdant Capital
Investments News

Financial Titans Invest $43 Million In Crowdstreet To Fund Growth And Accelerate Demand For Online Real Estate Investing

Fintech News Desk
by Fintech News Desk0
TIAA Ventures, Dinerstein Companies, Foulger-Pratt and others back CrowdStreet With this support, “we can accelerate our efforts to provide even more investing products, helping our investors build their financial freedom through direct real estate investing,” CEO says Read: Research Reveals ‘Payment Processing As A Business’ Opportunity For Banks CrowdStreet, Inc. (“CrowdStreet”),......
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