Search Results for: investment portfolios

iM Global Partner Announces Strategic Investment in Berkshire Asset Management
Investment Services News

iM Global Partner Announces Strategic Investment in Berkshire Asset Management

Fintech News Desk
by Fintech News Desk0
iM Global Partner, a leading global asset management network, announced the acquisition of a strategic, non-controlling stake in Berkshire Asset Management (“Berkshire”), which becomes iM Global Partner’s 9th Partner. Through this strategic partnership, Berkshire joins iM Global Partner’s extensive global asset management family and distribution network. Located in Wilkes-Barre, Pennsylvania, Berkshire is an independent......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Equity Data Science Integrates FinX Capital Markets Investment Data to Enhance Multi-Asset Class Analytics Capabilities
Analytics News

Equity Data Science Integrates FinX Capital Markets Investment Data to Enhance Multi-Asset Class Analytics Capabilities

Fintech News Desk
by Fintech News Desk0
Partnership boosts industry-leading solution into fixed income and broader markets Equity Data Science, Inc., an investment process management (IPM) software provider that delivers insights and productivity tools to hedge funds and asset managers, announced it has integrated FinX Capital Markets’ global multi-asset reference data into the company’s award-winning IPM solutions.......
M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
by Fintech News Desk0
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
Trive South Africa, the New Investment Company, Begins Client Onboarding
Investment Services News

Trive South Africa, the New Investment Company, Begins Client Onboarding

Fintech News Desk
by Fintech News Desk0
Trive South Africa has announced it has begun onboarding clients. Based in Bryanston, Johannesburg, Trive South Africa is a new multi-asset investment firm, providing digitally advanced competitive offerings and products, bringing to clients a seamless trading experience. Trive South Africa offers a wide selection of diverse investment products to suit client’s......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
1