Search Results for: broker

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Altai Ventures Launches Differentiated Fund to Help InsurTech and FinTech Founders Reinvent Financial Services
Fintech InsurTech News

Altai Ventures Launches Differentiated Fund to Help InsurTech and FinTech Founders Reinvent Financial Services

PR Newswire
by PR Newswire0
“Oversubscribed Altai Ventures Fund II, LP Exceeds Target with $53M in Total Commitments from Leading Financial and Institutional Limited Partners” Altai Ventures (“Altai”), an early-stage venture capital firm, announced the closing of Altai Ventures Fund II, LP (“Altai II” or the “Fund”). The fund closed with $53 million in total commitments surpassing its goal......
Wedbush Securities and Maybank Agree to Cross-border Trading Alliance
Fintech News Trading

Wedbush Securities and Maybank Agree to Cross-border Trading Alliance

Business Wire
by Business Wire0
New opportunity for U.S. Institutional Investors to trade in Southeast Asian markets to commence in March 2023 -Wedbush Securities Inc., one of the nation’s leading diversified financial services firms, has entered into an agreement to form a transpacific trading alliance with Maybank, the fourth most valuable bank brand in the ASEAN region......
Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
Fintech News

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors,  announced that Graham Capital Management, L.P. (“Graham”), a global alternative investment firm with approximately $17.9 billion in assets under management that specializes in providing quantitative and discretionary macro strategies, is partnering with CAIS to add select alternative investment funds on......
Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows
Cryptocurrency Fintech News

Settlements in Global Class Actions Increased 142% in 2022, Broadridge Annual Class Actions Report Shows

Fintech News Desk
by Fintech News Desk0
ESG Investing and Cryptocurrency litigation Among Major 2022 Global Class Action Trends  2022 has been one of the busiest years for the global securities class action litigation industry, with settlement recovery opportunities of more than $7.4 billion and 21% more claim filing opportunities, according to the fourth annual Broadridge Global......
Municipal Property Insurance Company Selects Origami Risk Core Platform for Policy Administration, Claims, Risk Services
InsurTech News Risk Management

Municipal Property Insurance Company Selects Origami Risk Core Platform for Policy Administration, Claims, Risk Services

Business Wire
by Business Wire0
Carrier Leveraging Origami’s Multi-Tenant SAAS P/C Insurance Suite To Streamline Underwriting, Billing, Claims Admin Municipal Property Insurance Company (MPIC), a premiere provider of property insurance coverages to municipalities throughout Wisconsin, has selected Origami Risk’s multi-tenant SAAS P/C platform for underwriting, billing, and claims administration. Latest Fintech Insights : Finastra And Integro......
Kyriba Partners with Jiko to Enhance its Marketplace with Direct Access to T-Bills Through a New Investment Application
Cloud Finance News

Kyriba Partners with Jiko to Enhance its Marketplace with Direct Access to T-Bills Through a New Investment Application

Business Wire
by Business Wire0
Kyriba Corp, a global leader in cloud-based finance and IT solutions, and Jiko, a vertically integrated financial institution which offers its clients real-time programmatic access to the yield and safety of T-bills, announced a strategic partnership, whereby Kyriba’s customers will be able to leverage Jiko’s flagship Money Storage product directly from Kyriba’s......
Blue Ocean Technologies & FlexTrade Systems Announce Connectivity Partnership
Fintech News

Blue Ocean Technologies & FlexTrade Systems Announce Connectivity Partnership

Business Wire
by Business Wire0
FlexTrade Systems (@FlexTrade), a global leader in high-performance multi-asset sell-side technology and Blue Ocean Technologies (BOT), a unique capital markets fintech leader in global afterhours trading, announced today a connectivity partnership to broaden access to FlexTrade’s sell-side order management solutions for broker-dealer subscribers. As part of the partnership, FlexTrade is offering broker-dealer......
GoLogiq’s Nest Egg Completes Integration of GPT-3 AI Technology into Consumer Investing Platform
Investment Services Machine Learning News

GoLogiq’s Nest Egg Completes Integration of GPT-3 AI Technology into Consumer Investing Platform

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, announced that Nest Egg Investments has completed the integration of GPT-3 Artificial Intelligence (AI) technology into its consumer investing platform and mobile app. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive Digitalization And Exposure Risk Offering For......
AppTech Payments Corp. Engages MZ Group to Lead Strategic Investor Relations and Shareholder Communications Program
Digital Payments Fintech News

AppTech Payments Corp. Engages MZ Group to Lead Strategic Investor Relations and Shareholder Communications Program

GlobeNewswire
by GlobeNewswire0
AppTech Payments Corp, an innovative Fintech company powering seamless, omni-channel commerce between businesses and consumers, has engaged international investor relations specialists MZ Group (MZ) to lead a comprehensive strategic investor relations and financial communications program across all key markets. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive......
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