Search Results for: financial investments

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations
Banking Finance Fintech Guest Posts

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations

Timothy Rooney
by Timothy Rooney0
Fintech truly caters to our evolving needs in the digital era. Whether we necessitate enhanced accessibility, efficiency, lower costs, greater security, better financial literacy and economic growth, fintech innovation helps democratize financial services, improve convenience and drive our digital transformation. Technological advances have revolutionized countless industries — and the banking......
Haveli Investments Acquires Certinia
Investment Services News

Haveli Investments Acquires Certinia

Business Wire
by Business Wire0
Differentiated, Best-in-Class PSA Solution in Rapidly Expanding Market Poised for Accelerated, Profitable Growth Haveli Investments, L.P. (“Haveli” or “Haveli Investments”), a technology-focused private equity firm, announced that it has entered into a definitive agreement to acquire Certinia (“Certinia” or the “Company”), formerly FinancialForce, from Advent International and Technology Crossover Ventures. Certinia’s......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
Primerica’s Top Leaders Gather to Discuss Opportunities Ahead in Investments Business
Fintech Investment Services News

Primerica’s Top Leaders Gather to Discuss Opportunities Ahead in Investments Business

Business Wire
by Business Wire0
Primerica, a leading provider of financial products to middle- income households in North America, announced that its top securities leaders will gather on July 19-20 at the Mohegan Sun in Uncasville, CT. During the meeting, leaders will discuss the first half of 2023 and review opportunities that exist around growing......
34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products
Investment Services News

34% of Professional Investors Are Interested in Building Biodiversity-themed Financial Products

Business Wire
by Business Wire0
Clarity AI and GIST Impact Host Successful Virtual Event on Investing and Biodiversity Global sustainability tech platform, Clarity AI and impact data and analytics provider GIST Impact recently convened over 180 asset managers, wealth managers, and asset owners for a highly engaging virtual event, to discuss the crucial role of biodiversity......
Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds
Finance News

Financial Advisors Report 40 Percent of Their Clients Were Forced to Retire, Edward Jones Survey Finds

PR Newswire
by PR Newswire0
Inflation and Financial Assistance to Loved Ones Among the Greatest Financial Shocks for Retirees Financial advisors across the industry report 40% of their retiree clients were forced into retirement, according to a new survey by financial services firm Edward Jones. Almost all financial advisors surveyed (97%) agree that retirement involves more surprises......
Grant Thornton Survey: Global Sanctions Continue to Pose Significant Challenges for Financial Institutions
Compliance management News

Grant Thornton Survey: Global Sanctions Continue to Pose Significant Challenges for Financial Institutions

Business Wire
by Business Wire0
76% of financial institutions are experiencing enhanced regulatory scrutiny related to sanctions Grant Thornton LLP, one of America’s largest audit, tax and advisory firms, has released its first-ever Global Sanctions Compliance survey. The survey canvassed decision makers at nearly 300 financial institutions around the world to understand how they are responding......
Aspen Power Completes Initial Closing on Credit Facilities Totaling $90 Million with Top Global Financial Institutions
Finance News

Aspen Power Completes Initial Closing on Credit Facilities Totaling $90 Million with Top Global Financial Institutions

Business Wire
by Business Wire0
Financing secured through J.P. Morgan and First Citizens Bank will support Aspen Power’s continued growth and development in key markets. Aspen Power, a distributed generation platform with the mission of accelerating and democratizing decarbonization, announced that it completed the initial closing on a $70 million credit facility with J.P. Morgan......
Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield
Fintech Investment Services News

Nassau Financial Group Advances Digital Capabilities and Retiretech by Partnering with LifeYield

Business Wire
by Business Wire0
Expanded Resources to Help Clients Develop Strong Retirement Income Strategies Nassau Financial Group (“Nassau”) announced an agreement with LifeYield, a financial technology company specializing in applications that help advisors and independent insurance producers optimize retirement income, maximize Social Security, and minimize tax drag on investments for their clients. This collaboration is......
ESG and Customer Experience: New Study Reveals Priorities of European Financial Services
Fintech News

ESG and Customer Experience: New Study Reveals Priorities of European Financial Services

Business Wire
by Business Wire0
The financial sector in Europe is undergoing a profound transition. Over 52% of the surveyed firms intend to tackle full-spectrum innovation projects within the next two years to remain competitive. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Over 52 percent of the......
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