Search Results for: financial impacts

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
TSLC Launches Its Revolutionary Neo-Banking Platform in Nigeria
Banking News

TSLC Launches Its Revolutionary Neo-Banking Platform in Nigeria

Fintech News Desk
by Fintech News Desk0
The Social Loan Company (TSLC) is set to offer its unique credit-led neo-banking platform for the underserved in the African market The Social Loan Company announces its transformative TLSC Platform Services goes live in Africa through two partnerships in Nigeria to improve financial inclusion in the region. Deepak H. Saluja,......
What Fintechs Look For In Their Payment Card Selection
Fintech Primers Guest Posts Technology

What Fintechs Look For In Their Payment Card Selection

Lane Dubin
by Lane Dubin0
As FinTechs companies continue to gain momentum in the marketplace and consumers continue to ask and want more of FInTechs, these businesses are looking for other ways to retain loyal customer bases, and find ways to attract new ones. One of the most common strategies FinTechs are employing is the......
MSCI Launches New Client-Driven Index Solutions for Asset Owners
Investment Services News

MSCI Launches New Client-Driven Index Solutions for Asset Owners

Fintech News Desk
by Fintech News Desk0
Institutional Client-Designed Indexes can adapt to changes in investment strategy at pension funds, sovereign wealth funds, and endowments MSCI Inc., a leading provider of critical decision support tools and services for the global investment community, has announced the launch of Institutional Client-Designed Indexes (iCDI), furthering the abilities of institutional asset......
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
New Data From Notarize and The Bridgespan Group Reveals Digital Notarizations Result in Meaningful Progress Towards ESG Goals for High-Touch Industries Real Estate_ Auto and Financial Services
Investment Services News

New Data From Notarize and The Bridgespan Group Reveals Digital Notarizations Result

Fintech News Desk
by Fintech News Desk0
Elimination of greenhouse gas emissions from in-person notarizations would be equivalent to removing 800,000 cars from roads, each year New data from Notarize, the leading online notarization platform, and The Bridgespan Group, a global nonprofit advisory firm, examined the potential social return on investment and positive environmental impact of online notarizations. The......
The Digital Dollar Project Launches Technical Sandbox Program to Explore Central Bank Digital Currency Infrastructure Solutions
Digital Asset Management News

The Digital Dollar Project Launches Technical Sandbox Program to Explore Central Bank Digital Currency Infrastructure Solutions

Fintech News Desk
by Fintech News Desk0
New program will explore technical and business implementation questions with the help of initial participants: Digital Asset, EMTECH, Knox Networks, and Ripple The Digital Dollar Project (DDP) announced the launch of its Technical Sandbox Program to jumpstart further exploration of technical implementations of a U.S. central bank digital currency (CBDC). The......
Community Bank System, Inc. Announces Senior Management Changes
Banking News

Community Bank System, Inc. Announces Senior Management Changes

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. announced two senior management changes. Joseph F. Serbun, President, Retail Banking, of the Company and its wholly-owned subsidiary, Community Bank, N.A. (the “Bank”), has decided to retire after more than 14 years of service.  Mr. Serbun joined the Bank in January 2008 as Vice President and......
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