Search Results for: asset managers

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds Nasdaq Survey
Cryptocurrency News

Spot Crypto ETF in Demand by Majority of Financial Advisors, Finds New Nasdaq Survey

Fintech News Desk
by Fintech News Desk0
Advisors most likely to consider using an index fund when deciding how to allocate to crypto over coming year According to a new Nasdaq survey of 500 financial advisors who are currently or considering allocating to crypto, 72% of advisors would be more likely to invest client assets in crypto if a......
Securrency Capital Secures Financial Services Permission from Abu Dhabi Global Market
Finance Fintech News

Securrency Capital Secures Financial Services Permission from Abu Dhabi Global Market

Fintech News Desk
by Fintech News Desk0
Securrency Capital, a broker-dealer based in the Abu Dhabi Global Market (ADGM), announced that it has secured a Financial Services Permission (FSP) from ADGM’s Financial Services Regulatory Authority (FSRA) to deal in investments as a matched principal and provide custody for those investments. The license enables Securrency Capital to provide......
The Change Company Raises $88 Million of Preferred Equity
Fintech News

The Change Company Raises $88 Million of Preferred Equity

Fintech News Desk
by Fintech News Desk0
Investor base now consists of over 100 high-quality ESG investors including banks, insurance companies, and asset managers The Change Company CDFI LLC, America’s Community Development Financial Institution (CDFI), announced that the Company and its affiliates have raised $88 million of cumulative, perpetual preferred equity membership interests through two private placement......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Foreside Acquires Cipperman Compliance Services
News Risk Management

Foreside Acquires Cipperman Compliance Services

Fintech News Desk
by Fintech News Desk0
Foreside continues to strengthen its outsourced CCO capabilities and complements its distribution solutions with latest acquisition Foreside Financial Group, LLC, a provider of governance, risk management, and compliance (GRC) solutions and technology offerings to clients in the global asset management industry, announced its acquisition of Cipperman Compliance Services (CCS), a......
CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
BlockFills Announces Integration with Sudrania Fund Services to Provide Fund Administration Services
Cryptocurrency News

BlockFills Announces Integration with Sudrania Fund Services to Provide Fund Administration Services

Fintech News Desk
by Fintech News Desk0
Integration allows Sudrania Seamless Crypto clients to ease reporting and operational lift via BlockFills’ industry-leading API BlockFills, a fast-growing global digital asset trading and financial technology company, announced it has integrated with Sudrania Fund Services Corp. (“Sudrania”), the hyper-growth global leader in digital assets fund administration. The integration pairs two forces......
Budget Insight Raises $35 Million in Funding From PSG Equity to Become One of Europe’s Open Finance Leaders
Fintech News

Budget Insight Raises $35 Million in Funding From PSG Equity to Become One of Europe’s Open Finance Leaders

Fintech News Desk
by Fintech News Desk0
The management team and Crédit Mutuel Arkéa will remain shareholders alongside PSG Equity Budget Insight, the leading aggregator of banking and financial data in France and a pioneer of Open Finance1 in Europe, is pleased to announce $35m (€31m) in funding from PSG Equity (“PSG”), a leading growth equity firm partnering......
John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM
Investment Services News

John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management, a company of Manulife Investment Management, recently announced net fee reductions on three funds with a combined total of more than $2.4 billion in assets under management. The reductions reflect contractual modifications to management fee schedules and/or reimbursement expenses for the funds and certain management fee waivers according......
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