Search Results for: broker

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives
Business Fintech Investment Services News

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

Fintech News Desk
by Fintech News Desk0
CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Social Investing App Public.com Secures Seven Figure Investment From Business Professor and Entrepreneur Scott Galloway
Business Fintech Investment Services News

Social Investing App Public.com Secures Seven Figure Investment From Business Professor and Entrepreneur Scott Galloway

Fintech News Desk
by Fintech News Desk1
Fast-growing brokerage app and community adds Galloway to list of backers committed to changing the culture of investing(Public.com ) Public.com, the social investing app backed by Will Smith’s Dreamers VC, NFL star J.J. Watt, bestselling author Sophia Amoruso, and the original investors in Venmo, announced that business professor and entrepreneur......
AXIS Partners With New MGA AllDigital Specialty to Launch Online Platform for Small Business Management Liability Market
Business Fintech InsurTech News

AXIS Partners With New MGA AllDigital Specialty to Launch Online Platform for Small Business Management Liability Market

Fintech News Desk
by Fintech News Desk0
AXIS Insurance, the specialty insurance business segment of AXIS Capital Holdings Limited, and AllDigital Specialty, a de novo MGA, announced a partnership to develop and launch a new insurance platform designed to address the service void in the U.S. small private company management liability market. AllDigital utilizes low-touch/no-touch technology that......
Fintech Investment Services News

COVID-19 Can’t Dim Advisors’ Outlook for a Brighter Tomorrow, TD Ameritrade Institutional Survey Finds

Fintech News Desk
by Fintech News Desk0
In spite of the COVID-19 pandemic, independent registered investment advisors (RIAs) are hopeful for the better days that lie ahead. According to findings from a new survey conducted for TD Ameritrade Institutional[1], advisors remain bullish on the future of the economy, the market and their businesses, and in the near-term, they’re......
BAI Finds Consumers Confident in Financial Services Organizations’ Fraud Response
Banking Fintech News

BAI Research on Diversity, Equity and Inclusion at Financial Services Organizations Finds Strong Commitment to Diversity, Need for Stronger Metrics to Drive Progress

Fintech News Desk
by Fintech News Desk0
Financial services leaders are committed to creating a more diverse, equitable and inclusive workforce, but they still struggle with how to take meaningful actions that have a real impact, according to research recently conducted by BAI, a nonprofit independent organization that delivers the financial services industry’s most actionable insights. Read More:......
Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management
Business Fintech News

Yieldstreet Supports Growth Plans by Adding Seasoned Executives to Management

Fintech News Desk
by Fintech News Desk0
Fintech veterans to lead product and revenue growth strategy Yieldstreet, the digital wealth management platform, announced the addition of two senior finance and technology industry veterans to help lead the company’s revenue growth strategy. Mathew Keshav Lewis will serve as Chief Revenue Officer and General Manager of Investments, and Sylvain......
iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors
Capital Markets Fintech Investment Services News

iCapital Network and Pershing Enhance Technology Integration to Improve Alternative Investing Experience for Advisors

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced an enhanced technology integration with BNY Mellon’s Pershing (“Pershing”) that will simplify the process for advisors accessing alternative investments. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at......
Majesco Continues Expansion Of Majesco EcoExchange Marketplace With Two New Partners
Artificial Intelligence Fintech InsurTech News

Majesco Advances its Digital Transformation Journey with Modernized Salesforce Sales Cloud

Fintech News Desk
by Fintech News Desk0
Majesco, a global provider of cloud insurance platform software, announced it went live with the latest version of Salesforce Sales Cloud. Read More: Habito, UK’s Digital Mortgage Broker, Secures £5.5m in Series A funding Majesco is using Sales Cloud to revamp its client relationship management system. Sales Cloud will help......
Citi Names Elissar Farah Antonios as the first woman to run its MENA Operations
Banking Capital Markets Fintech Investment Services News Trading

Citi Launches Direct Custody and Clearing Services in Finland

Fintech News Desk
by Fintech News Desk0
Launch expands Citi’s proprietary custody network to cover all Nordic countries and to become the only international bank to offer a pan-Nordic service. Citi will begin offering Direct Custody & Clearing (DCC) services in Finland, starting in August. This new offering expands Citi’s proprietary DCC network to cover the whole......
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