Search Results for: asset and wealth management

B2B News

Rockefeller Capital Management Welcomes Mooney Stanley

Fintech News Desk
by Fintech News Desk0
Rockefeller Capital Management today welcomes the Mooney Stanley Group, a respected Ohio-based financial advisory team with more than 70 years of wealth management experience, to its Rockefeller Global Family Office. The addition expands the firm’s presence in the Midwest; the group will report to Brett Thelander, Midwest Divisional Director. “We’re......
TRUE Announces Continued Momentum, with Investments in New Products, Channels, and Key Executive Hires
Investment Services News

TRUE Announces Continued Momentum, with Investments in New Products, Channels, and Key Executive Hires

Fintech News Desk
by Fintech News Desk0
TRUE, the leader in Lending Intelligence, announced continued success in transforming the way data is used across the lending industry, with distribution momentum being realized through new industry partners, the release of first-of-its-kind lending technology, and appointments of key executive positions across the firm. Latest Fintech Insights : Goldman Sachs......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
Fintech Investment Services News

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

Fintech News Desk
by Fintech News Desk0
State Street  announced that FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for straight through processing from portfolio management and trading in......
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
by Fintech News Desk0
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
HSBC and Nova Credit Launch Partnership to Offer Customers Borderless International Credit Checking
Banking News

HSBC and Nova Credit Launch Partnership to Offer Customers Borderless International Credit Checking

Fintech News Desk
by Fintech News Desk0
Following a successful deployment in Singapore, HSBC Ventures invests in Nova Credit to further accelerate the roll-out of Credit Passport worldwide Nova Credit, the world’s leading consumer-permissioned credit bureau, announced that it has partnered with HSBC to provide the bank with global access to its cross-border credit data product, Credit Passport, creating......
Guild Mortgage Extends Commitment to Diversity, Equity and Inclusion for Hispanic Homebuyers
Lending Mortgage News

Guild Mortgage Extends Commitment to Diversity, Equity and Inclusion for Hispanic Homebuyers

Fintech News Desk
by Fintech News Desk0
Partnership with National Association of Hispanic Real Estate Professionals (NAHREP) Aids Lender’s Efforts to Reach and Support Growing Hispanic Demographic Guild Mortgage , a growth-oriented mortgage lending company originating and servicing residential loans since 1960, is partnering with the National Association of Hispanic Real Estate Professionals, as it continues to......
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
Digital Asset Management News

Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group

Fintech News Desk
by Fintech News Desk0
Northern Trust announced the appointment of Michael Buzza as global head of Network Management & Market Strategy. Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial......
Global Financial Inclusion Index from Principal Develops Benchmark for Financial Security and Inclusion Across Global Economies
Fintech News Security

Global Financial Inclusion Index from Principal Develops Benchmark for Financial Security and Inclusion Across Global Economies

Fintech News Desk
by Fintech News Desk0
Singapore is the world’s most financially inclusive market, alongside the U.S., Nordic Europe, and Hong Kong, according to the inaugural Global Financial Inclusion Index (Index) sponsored by Principal Financial Group. The research, conducted by the Centre for Economics and Business Research and released today, examines how well a market’s respective government, financial system,......
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