Search Results for: investment portfolios

Uplinq Looks East with fundii Partnership
Credit Bureaus Lending News

Uplinq Looks East with fundii Partnership

Fintech News Desk
by Fintech News Desk0
Transformative credit assessment platform, Uplinq, is delighted to announce a new partnership with fundii, the only equity fundraising platform dedicated to tech startups across the Middle East and North Africa (MENA) region By providing billions of unique and validated data signals, which go beyond traditional credit indicators, Uplinq helps small......
CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund
Digital Asset Management News

CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund

Fintech News Desk
by Fintech News Desk0
Fund is a category leader for cost and performance CI Global Asset Management (“CI GAM”) announced a significant reduction in the management fee of the top-performing CI Floating Rate Income Fund (the “Fund”), along with plans to launch an ETF series of the Fund – both timely moves designed to help Canadians......
Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region
Finance News

Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region

Fintech News Desk
by Fintech News Desk0
Capitol Securities Management, Inc. is pleased to welcome Jason T. Ferree to our firm from Wells Fargo Advisors. With 23 years of experience in financial services, Jason is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
Yieldstreet Partners with Collaborative WIM to Expand Opportunities for Women in Finance
Cryptocurrency Investment Services News

Yieldstreet Partners With Pantera Capital to Introduce First of Crypto Fund

Fintech News Desk
by Fintech News Desk0
Fund gives crypto investors new means to diversify their portfolios Yieldstreet, a leading digital alternative investment platform dedicated to providing access to exclusive private market opportunities, announced its first-ever crypto fund, Pantera Early Stage Token Fund I, through a partnership with crypto-leader, Pantera Capital. “We’re excited to partner with them......
Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities
Investment Services News

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services (“Zacks Pro”) announces a new relationship with Concourse Financial Group Securities (“CFGS”) offering access to the extensive suite of Zacks Advisor Tools (Advisor Tools) to 500+ financial professionals. Latest Fintech Insights: InstaMortgage Adopts Finicity’s Mortgage Verification Services Advisor Tools is a web-based platform that provides investment professionals with......
Revere CRE Closes $5 Million Funding Round Led By RET Ventures
Capital Markets News

Revere CRE Closes $5 Million Funding Round Led By RET Ventures

Fintech News Desk
by Fintech News Desk0
(“Revere”), a capital markets network and deal marketplace for commercial real estate (“CRE”) brokers, developers, owners, lenders, and investors, announced the close of a $5 million funding round led by RET Ventures, with participation from other strategic investors including Related Companies, Holland Partner Group, The Feil Organization, Driftwood Capital, Davis......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities
Fintech News

BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities

Fintech News Desk
by Fintech News Desk0
Pacific Life announced a new collaboration with BNY Mellon’s Pershing to make its fee-only annuities available to registered investment advisors (RIAs) and their fee-only advisors while providing a streamlined portfolio-management experience. Products included are Pacific Advisory Variable Annuity, Pacific Odyssey, Pacific Index Advisory, and Pacific Harbor—all designed to help RIAs meet a variety......
Bybit Integrates With Cabital's Fiat On-Ramp Gateway
Digital Asset Management News

Bybit Integrates With Cabital’s Fiat On-Ramp Gateway

Fintech News Desk
by Fintech News Desk0
Cabital, a leading digital assets institution, announced that one of the fastest growing cryptocurrency exchanges Bybit has integrated with Cabital’s comprehensive fiat on-ramp solution. Latest Fintech Insights: Invesco, A Global Investment Management Firm, Will List ETFs On The Tel Aviv Stock Exchange For The First Time Cabital’s flexible, secure, and fast......
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