Search Results for: financial institution

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Japan's Government Pension Investment Fund Extends Relationship with MPI for Stylus Pro Fund Analysis System
Fintech Fintech Funding Investment Services News Risk Management

Japan’s Government Pension Investment Fund Extends Relationship with MPI for Stylus Pro Fund Analysis System

Fintech News Desk
Markov Processes International (MPI), a leading investment analysis, research and technology provider for investment professionals, announced that Japan’s Government Pension Investment Fund (GPIF), the world’s largest public pension fund with AUM of $1.5 trillion, has extended its relationship with MPI to utilize MPI’s Stylus Pro suite for a multi-year contract. Stylus Pro......
Sequire Shows Significant Revenue Growth, Platform Exceeds 500,000 Investors and Traders
Fintech Investment Services News

Sequire Shows Significant Revenue Growth, Platform Exceeds 500,000 Investors and Traders

Fintech News Desk
SRAX, a digital marketing and consumer data management technology company, announced its investor intelligence and communications platform, Sequire, has surpassed 500,000 active investors and traders while sales have exceeded $2.5M in Q2 2020. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis $SRAX Sequire......
Bill.com Expands Executive Team Adding Tom Clayton as Chief Revenue Officer
Fintech News

Bill.com Set to Join Russell 1000 Index

Fintech News Desk
Bill.com, a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses, is set to join the broad-market Russell 1000 Index at the conclusion of the 2020 Russell indexes annual reconstitution, effective after the US market opens on June 29, 2020 according......
CARES 2 Legislation Stalls; President Trump Signs Executive Order Deferring Payroll Taxes
Banking Fintech News Risk Management

Bankers Cite Credit Risk as the Top Concern in Wolters Kluwer’s Basel IV Survey

Fintech News Desk
There is a general consensus among bankers as to which challenges posed by the Basel III finalization reforms (commonly referred to as Basel IV) are most acute, with credit risk identified as the biggest challenge, and of the need to use the data generated to make their institutions more efficient......
Wells Fargo Joins ICE ETF Hub for Enhanced Access to the ETF Primary Market
Fintech News

Wells Fargo Joins ICE ETF Hub for Enhanced Access to the ETF Primary Market

Fintech News Desk
Intercontinental Exchange, a leading operator of global exchanges and clearing houses and provider of data and listings services, announced that Wells Fargo has become an authorized participant on ICE ETF Hub and has joined the platform’s advisory committee. An Authorized Participant is an institutional firm authorized by an ETF issuer......
While Global New Account Fraud Rates Fell by 23% in 2020, Fraud Rates in the UK Climbed 28%
Artificial Intelligence Banking Business Fintech News

Lanistar Challenges the Banking Status Quo with Streamlined Onboarding, Powered by Jumio

Fintech News Desk
Jumio, the leading provider of AI-powered end-to-end identity verification and authentication solutions, announced a partnership with Lanistar as the fintech challenger prepares to launch its new polymorphic debit card later this year, designed to help customers streamline their money via new technology and open banking. Read More: Simple Announces Launch of Tax......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
Cadence Acts As Sole Structuring Agent On $40 Million Securitization for FAT Brands
Fintech News

Cadence Welcomes Vadim Shteynberg as Head of Engineering to Accelerate Platform’s Development

Fintech News Desk
Cadence, the leading fintech securitization platform for private credit, announced that Vadim Shteynberg recently joined the company as Head of Engineering. Shteynberg is responsible for all aspects of the technology organization and reports directly to Cadence founder and CEO, Nelson Chu. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition......
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