Search Results for: financial advice

Fintech Fintech Funding News

Dorsey Represents Dunstan Thomas Group Limited in Sale to Curtis Banks Group PLC

Fintech News Desk
by Fintech News Desk0
Dorsey & Whitney’s London Corporate team represented the shareholders of Dunstan Thomas Group (DTG), a leading fintech provider delivering technology and market leading business solutions, for wealth managers, platforms and providers, on the sale of DTG to London Stock Exchange listed, Curtis Banks Group PLC (CB). Read More: GlobalFintechSeries Interview with......
Investment Metrics Acquires Style Analytics to Expand its Portfolio Analytics, Reporting, and Data Solutions
Fintech Investment Services News

USI Advisors, Inc. Adopts Investment Metrics Portfolio Analytics and Reporting Solution

Fintech News Desk
by Fintech News Desk0
Investment Metrics (IM), a leading provider of analytics, reporting, and benchmarking solutions for the institutional investment community, announced USI Advisors, Inc., a SEC Registered Investment Advisor offering investment advice to retirement plans and endowments, has chosen Investment Metrics Portfolio Analytics and Reporting Solution to help with investment analysis and communications......
Artificial Intelligence Blockchain Fintech Funding News

AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management
Fintech News

SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management

Fintech News Desk
by Fintech News Desk0
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the expansion of its executive leadership team with the hire of Aniket Gune as Senior Vice President of Product Management. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at......
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
Fintech News

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Fintech News Desk
by Fintech News Desk0
Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “COVID-19 is redefining many aspects......
Banking Capital Markets Fintech News Risk Management

Vanguard And Infosys Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partnership will advance digital transformation of Vanguard’s defined contribution recordkeeping business Vanguard announced it will partner with Infosys (NYSE: INFY) as part of its ongoing strategy to enhance and evolve its full-service defined contribution (DC) business. This strategic partnership will deliver a technology-driven approach to plan administration and fundamentally reshape the corporate retirement......
Marqeta Announces Industry-First Tokenization-as-a-Service Product, Allowing Any Card Issuer to Instantly Provision Cards Into a Mobile Wallet
Fintech Fintech Startups Mobile Banking News

Swiss Finance Disruptor YAPEAL Chooses Marqeta to Power New Digital Wallet

Fintech News Desk
by Fintech News Desk0
With the help of Marqeta’s modern card issuing platform, YAPEAL customers can set up a full Swiss current account in just ten minutes Digital fintech start-up YAPEAL has launched a new, innovative digital wallet, powered by Marqeta modern card issuing platform. Having received the first ever fintech licence in Switzerland......
Chief ‘flexibility’ officer: COVID-19 forcing CFOs to become ‘change agents’ and ‘strategists’
Fintech News

Grant Thornton Names Invisible Hands Deliver as Next Purple Paladin

Fintech News Desk
by Fintech News Desk0
Grant Thornton LLP has named Invisible Hands Deliver as the fourth nonprofit in its Purple Paladin initiative — a program that helps emerging nonprofit organizations move from start-up to sustainable by providing funding, business advice and volunteer support, while also helping them share their stories more broadly. Read More: Abrigo Adds Transparent......
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