Search Results for: investment planning

Westpac Group Partners with Verizon Media DSP for Privacy-led Omnichannel Marketing Solution
Banking Business Fintech News

Westpac Group Partners with Verizon Media DSP for Privacy-led Omnichannel Marketing Solution

Fintech News Desk
by Fintech News Desk0
Westpac Group announced it has partnered with Verizon Media’s Omnichannel DSP across its entire brand portfolio including Westpac Bank, St George Bank, Bank of Melbourne and Bank of South Australia. Read More: GlobalFintechSeries Interview with Curtis Webb, Vice President, Product Management – Emerging Payments at Meta Financial Group and MetaBank......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
News

Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Fintech News Desk
by Fintech News Desk0
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. Cresset Asset Management  announced today that Randall “Randy” Conte has been named Chief Operating Officer (COO). In his role, Conte oversees all client......
Orum, the Platform for Frictionless Money, Launches Foresight to Enable Financial Institutions to Move Money in Real-Time
Fintech News

Orum, the Platform for Frictionless Money, Launches Foresight to Enable Financial Institutions to Move Money in Real-Time

Fintech News Desk
by Fintech News Desk4
Founded by alums of LearnVest, N26 and Stash, Orum has raised $5.2M from Inspired Capital, Homebrew, Acrew, Bain Capital Ventures and others. Orum, the platform for frictionless money, announces the launch of Foresight, its debut product aimed at enabling financial institutions to move money in real-time. Foresight’s API solution directly......
KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
CFA Institute to Transition to Computer-Based Testing For All Levels of the CFA® Program in 2021
Fintech Investment Services News

CFA Institute to Transition to Computer-Based Testing For All Levels of the CFA® Program in 2021

Fintech News Desk
by Fintech News Desk0
 CFA Institute, the global association of investment professionals, announces that it will transition to Computer-Based Testing (CBT) for all three levels of the CFA Program in 2021. Level II and Level III examinations for 2021 will be administered via CBT, along with the already-announced transition for Level I. The December 2020 administrations......
B2C Fintech News

COVID-19 Changes American Perspective on Wealth and Finances

Fintech News Desk
by Fintech News Desk2
Financial stress is on the rise but Americans exhibit positive financial behaviors during a difficult period According to Charles Schwab’s 2020 Modern Wealth Survey, an annual examination of perspectives on saving, spending, investing and wealth, 57 percent of Americans say that they or a close family member have been financially......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture 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, today unveils a new Orion......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
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