Search Results for: digital approach

Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
Stout Legal Management Consulting Named ALM Legal Operations Pacesetter
Fintech News

Stout Legal Management Consulting Named ALM Legal Operations Pacesetter

Fintech News Desk
Stout’s Legal Management Consulting practice was recently named both a Pacesetter and Market Leader in Legal Operations by proprietary analysis and research company ALM Intelligence. ALM Intelligence analyzed the legal operations capabilities of eighteen companies they regard as Market Leaders. Stout was one of four companies subsequently distinguished as a Pacesetter......
Pocketnest Launches Employee Wellness Tool, Doubles Customers
Fintech News

Pocketnest Launches Employee Wellness Tool, Doubles Customers

Fintech News Desk
Pocketnest, the female-founded financial wellness platform, announces its 19th enterprise customer and latest product offering: Pocketnest for Employee Wellness. Adding Autobooks, Centerstone, Orlans and KORTX to its client roster, Pocketnest grows its enterprise customers by 122 percent since Spring 2021, with a 16 percent average monthly growth rate since launch.......
Tokenization of Assets: A Disrupting Way to Raise Capital for SMBs
Fintech Investments News

Tokenization of Assets: A Disrupting Way to Raise Capital for SMBs

Fintech News Desk
Billions of dollars have been raised to foster smart ideas and innovative business models that can change the world. LiveTrade Token (LTD), Never has technology been integrated this much to all fields and aspects of life, and there is no doubt that it is making huge transformations to society. In fact,......
Pensions & Investments launches ETF Exchange in partnership with Trackinsight
Fintech News

Pensions & Investments launches ETF Exchange in partnership with Trackinsight

Fintech News Desk
Pensions & Investments, a Crain Communications financial information and media brand, and Trackinsight, have launched a new digital platform, P&I ETF Exchange, to meet the specific needs of asset owners and institutional investors. Read Complete News About Fintech Services : Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee......
Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice
Fintech News

Risk Strategies Acquires Better Business Planning, Inc., Further Expanding National Employee Benefits Practice

Fintech News Desk
Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced it has acquired Better Business Planning, Inc., an insurance agency specializing in employee benefits solutions. Terms of the deal were not announced. Read More About Fintech News : Valour Inc., DeFi Technologies’ Wholly Owned Subsidiary, Reaches Record......
IDB Bank And Lido Advisors Announce Joint Venture
Finance News

IDB Bank And Lido Advisors Announce Joint Venture

Fintech News Desk
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank and Lido Advisors, LLC announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth.......
CryptoLiteracy.org
Cryptocurrency Digital News

98% of Survey Respondents Can’t Pass a Basic Crypto Literacy Assessment

Fintech News Desk
CryptoLiteracy.org Launches First Annual Crypto Literacy Month and Inaugural Literacy Benchmark Comparing Crypto Knowledge and Attitudes in U.S., Brazil and Mexico CryptoLiteracy.org, an industry initiative promoting broad consumer education of digital currencies, today announced its launch, led by a coalition of major players, including Coinme, CoinDesk and Digital Currency Group.......
CloudBees
Banking News

CloudBees Signs Multi-Year Deal With HSBC to Provide Fast, Secure, Continuously Compliant Software Delivery

Fintech News Desk
CloudBees has been selected by HSBC as its software delivery platform provider, supporting the bank to provide faster, easier and more secure banking to its 40 million customers. With CloudBees, the international bank will establish a unified end-to-end system of record for deploying software into production. The multi-year agreement, which includes both products......
CIT Providing $70 Million in Financing to Maritime Asset Partners
Finance News

CIT Providing $70 Million in Financing to Maritime Asset Partners

Fintech News Desk
CIT Group Inc. announced that its Maritime Finance business is providing $70 million in financing to Maritime Asset Partners for the refinancing of Sterling LLC. Maritime Asset Partners is a specialized finance platform focused on leasing, secured lending and structured equity solutions. Sterling owns and operates 11 Handysize dry bulk vessels, a majority of......
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