Search Results for: broker accounts

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
While Global New Account Fraud Rates Fell by 23% in 2020, Fraud Rates in the UK Climbed 28%
Artificial Intelligence Fintech News

Jumio Acquires Beam Solutions’ AML Platform to Deliver the First End-to-End Identity Verification and Compliance Solution

Fintech News Desk
by Fintech News Desk0
Jumio to integrate Beam’s AML screening and transaction monitoring services into its KYX Platform to detect financial crime and streamline regulatory compliance Jumio, the leading provider of AI-powered end-to-end identity verification and eKYC solutions, announced that the company acquired the AML platform from Beam Solutions, a San Francisco-based startup focused on......
Enigma Securities Work With Bloomberg To Provide Research To Bloomberg Terminal
Fintech News

Enigma Securities Work With Bloomberg To Provide Research To Bloomberg Terminal

Fintech News Desk
by Fintech News Desk0
Enigma Securities Ltd, a technology-driven financial institution dedicated to corporate liquidity solutions for cryptoassets, announced that it will be providing institutional-grade research to Bloomberg terminal subscribers through the Bloomberg Contributions platform. Read More: AdvisorPeak Bundles Rebalancing Solution for Panoramix Users The agreement will allow in-client access for all Bloomberg subscribers......
AvaTradeGO awarded Best Forex Mobile Trading app in Global Forex Awards 2020
Fintech Mobile Banking News Trading

AvaTradeGO Awarded Best Forex Mobile Trading App in Global Forex Awards 2020

Fintech News Desk
by Fintech News Desk0
AvaTrade, one of the largest, most regulated CFD brokers on the market, is delighted to announce it has been awarded ‘Best Forex Mobile Trading Platform/App – Global’ for AvaTradeGO. Read More: Wolters Kluwer Lien Solutions Triumphs With Four International Business Awards The Global Forex Awards 2020 champion cutting-edge technology with......
The Role of Identity and Access Management in Decentralized Finance and Cryptocurrency
Cryptocurrency Fintech News

The Role of Identity and Access Management in Decentralized Finance and Cryptocurrency

Fintech News Desk
by Fintech News Desk0
Identity Management Institute raises concerns over identity, access, and fraud risks in Decentralized Finance (DeFi) and cryptocurrency wallets. With the increasing use of cryptocurrency wallets and perhaps the inevitable arrival of a decentralized financial system, the foreseeable risks of identity theft and fraud must not be ignored. Read More: Broker dealer......
Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors
Fintech News

Valmark Launches Innovative, Simplified, And Multi-Vendor eSignature Process To Create Operational Efficiency And Scale For Independent Financial Advisors

Fintech News Desk
by Fintech News Desk0
Valmark Financial Group announced today the launch of a client and advisor-friendly eSignature process that leverages its exclusive MyCase platform. The new system provides independent financial advisors affiliated with Valmark Financial Group the ability to open and service accounts electronically with multiple vendors without the administrative hassles required by other industry solutions. Read......
Future Fintech and Spondula Signed Term Sheet for Potential Acquisition
Fintech News

Future Fintech and Spondula Signed Term Sheet for Potential Acquisition

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” “) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has signed a term sheet (“Term Sheet”) with Spondula, a company incorporated in the United Kingdom (UK) and the selling shareholder of Spondula on September......
OTC Markets Group Introduces Blue Sky Data Product
Fintech News

OTC Markets Group Introduces Blue Sky Data Product

Fintech News Desk
by Fintech News Desk0
Latest Market Data Offering Provides Complete Blue Sky Secondary Trading Solution for OTC Equities & Fixed Income Securities OTC Markets Group, operator of financial markets for over 11,000 U.S. and global securities, introduced its Blue Sky Data Product — a premium offering designed to provide the most efficient, comprehensive view......
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