Search Results for: investment fund

Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Voyager Digital Diversifies Crypto Platform by Listing Three Stablecoins
Cryptocurrency News

Voyager Digital Diversifies Crypto Platform by Listing Three Stablecoins

Fintech News Desk
Voyager App’s Refer-a-Friend Feature Now Also Available on Android Voyager Digital (Canada) Ltd., a licensed crypto-asset broker that provides investors with a turnkey solution to trade crypto assets, announced it will list three new stablecoins on its platform, Tether (USDT) and USD Coin (USDC), and True USD (TUSD). “Adding these......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Banking Fintech News

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Fintech News Desk
Among Advisors Planning to Increase ETF Allocations, 55% Plan to Shift Assets Away From Actively Managed Equity Funds Broadridge Financial Solutions, Inc., a global Fintech leader, released results from a new survey of over 500 financial advisors, revealing that ETF demand is predicted to continue increasing in 2020 and that......
Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions
Banking Fintech News

Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions

Fintech News Desk
Leading payment processing company National Payment Systems has expanded its executive team and rebranded as Boom Commerce dedicated to providing merchants and partners with cutting edge payment technology and other software and hardware solutions. The Boom brand affirms the company’s commitment to the growth and success of its merchants and......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Springbrook Software Completes Acquisition of BIAS Software
Banking Fintech News

Springbrook Software Completes Acquisition of BIAS Software

Fintech News Desk
Acquisition Deepens Springbrook’s Market Leadership in the Pacific Northwest Springbrook, a leading provider of fully integrated, cloud-based ERP and payments software for local governments, announced that it has completed the acquisition of BIAS Software, an innovative Washington-based provider of cloud-based accounting software for local public agencies. This transaction marks Springbrook’s......
BGC Partners Will Host Investors and Analysts on Wednesday, April 8, 2020
Banking Business News

BGC Partners Will Host Investors and Analysts on Wednesday, April 8, 2020

Fintech News Desk
BGC Partners, Inc. (“BGC” or the “Company”), a leading global brokerage and financial technology company, announced that it will host sell-side analysts and professional investors for a half-day presentation about the Company in New York City on Wednesday, April 8, 2020. The event will be hosted by BGC Partners’ management team and will......
Visa Completes Acquisition of YellowPepper
Banking Mobile Banking News

Featured Visa To Acquire Plaid

Fintech News Desk
Visa Inc.  announced it has signed a definitive agreement to acquire Plaid, a network that makes it easy for people to securely connect their financial accounts to the apps they use to manage their financial lives. Visa will pay total purchase consideration of $5.3 billion to acquire Plaid. Plaid’s products......
2020 Outlook: Blackhawk Network CEO and President Previews the New Ways Shoppers Want to Pay In-Store
Banking Business News

2020 Outlook: Blackhawk Network CEO and President Previews the New Ways Shoppers Want to Pay In-Store

Fintech News Desk
Talbott Roche Shares New Shopper Research at NRF 2020: Retail’s Big Show Blackhawk Network CEO and President Talbott Roche will share new research on shopper preferences for payment methods and how retailers can close the physical and digital gap. Roche will present these findings at NRF 2020: Retail’s Big Show......
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