Search Results for: investment portfolios

New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
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New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course

Fintech News Desk
by Fintech News Desk0
Charles Schwab Investment Management, Inc. (CSIM), an asset management arm of The Charles Schwab Corporation, announced the launch of a series of model portfolios available to advisors through the Envestnet Fund Strategist Network (Envestnet). Read More: DataRooms.com Embeds the dtSearch Engine to Enable Instant Searching across Terabytes of Virtual Data......
SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors
Fintech Investment Services News Risk Management

SEI Expands Offering to Large Institutional Investors through Operational and Investment Support Platforms

Fintech News Desk
by Fintech News Desk0
Enhanced CIO Solution Provides Support to In-house Investment Resources(SEI ) SEI announced the company is broadening its offering to the institutional investor segment through services that provide custom, time-saving operational and investment management support. SEI’s Enhanced CIO leverages the firm’s industry-leading capabilities around fund administration, development of investment operating platforms and non-fiduciary investment......
Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
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Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
by Fintech News Desk0
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
Why Should You Choose Alternative Investments for Your Portfolio?
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Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
by Asheesh Chanda0
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
Investment Services News

Financial Advisors Divided on Third-Party Investment Strategies, COVID-19 Prompts Reflection on Overseeing Client Assets

Fintech News Desk
by Fintech News Desk0
Third-party models enable time savings, more client engagement, but heightened uncertainty leads advisors toward hands-on portfolio management, YCharts survey found YCharts, an investment research, analytics, and client communications platform, has released the results of the company’s latest research report, “Advisor Sentiment Survey: Coronavirus, Third-Party Models & In-house Portfolio Management.” The......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
Investment Services News

Great Point Capital Expands Access to Alternative Investment Solutions with Proteus Partnership

Fintech News Desk
by Fintech News Desk0
Proteus’ technology will enable Great Point Capital advisors, broker-dealers and insurance agents to better construct alternative investment portfolios for accredited investors Proteus, an RIA, alternative investments and private funds platform, today announced it has partnered with national financial services firm Great Point Capital to provide the practice’s independent investment advisors, broker-dealers......
Business News

VanEck Model Portfolios Added to Envestnet Wealth Platform

Fintech News Desk
by Fintech News Desk0
VanEck’s Wide Moat Strategy and Municipal Allocation Strategy now available to advisors using Envestnet’s platform; first time Wide Moat Strategy has been made available as a model VanEck today announced that two of its model portfolios are now available on the Envestnet Wealth platform, which is used by tens of thousands......
Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays
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Russell Investments Selects Vestmark to Power Personalized Managed Accounts With Innovative Tax-managed Overlays

Fintech News Desk
by Fintech News Desk0
Partnership aims to propel Russell Investments as the industry’s leading provider of customized tax-managed solutions Russell Investments has selected Vestmark, a leading provider of portfolio management and trading software and outsourced services, to power the design, construction and management of an array of inventive Personalized Managed Accounts (PMA) that can......
University of Miami Herbert Business School and 2U, Inc. Launch FinTech Boot Camp
Artificial Intelligence Capital Markets Fintech Investment Services

Oranj Adds Technology Investment Services and ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
ROBO Global, an index, advisory and research company, joins the growing list of asset managers on the Oranj custodian-agnostic platform  Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that ROBO Global has joined the growing list of best-in-class asset managers to make their......
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