Search Results for: investment portfolios

KuCoin Labs Enriches NFT Ecosystem by Incubating NFT Liquidity Solution BidShop.io
Investment Services News

KuCoin Ventures Makes Strategic Investment in Torches Finance

Fintech News Desk
by Fintech News Desk0
KuCoin, a leading global cryptocurrency trading platform, announced that its venture capital arm KuCoin Ventures – has made a strategic investment in Torches Finance, the decentralized lending protocol based on KuCoin Community Chain (KCC). Latest Fintech News: Freedom Financial Network Announces Close of $324Million Securitization of FreedomPlus Personal Loans Torches Finance is......
On Tap Credit Union Rebrands Investment Department to Attract New Members
Investment Services News

On Tap Credit Union Rebrands Investment Department to Attract New Members

Fintech News Desk
by Fintech News Desk0
Investment is more than focusing on retirement options On Tap Credit Union isn’t your average bank or credit union, founded in 1954 in Golden Colorado, we provide financial advice in a friendly environment making it easier to help our members craft financial solutions with their goals in mind. As members......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools
Investments News

Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools

Fintech News Desk
by Fintech News Desk0
Growing Number of Outsourced Chief Investment Officer (“OCIO”) Firms Adopt Data Aggregation Technology, Impact Scores, and Benchmarking Metrics Developed by Lenox Park Solutions as Standard Tools to Measure Diversity, Equity and Inclusion (“DEI”) Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Lenox Park Solutions, Inc. (“Lenox Park”,......
GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions
Investment Services News

GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions

Fintech News Desk
by Fintech News Desk0
Bloomberg announced that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise. The suite provides GAM with the ability to seamlessly manage market risk exposure and liquidity and investment risk, notably with......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
42% of AUM across private capital is managed by funds that have an active ESG policy Demand For ESG Investment is Rising
Investments News

42% of AUM across Private Capital is managed by Funds that have an active ESG policy Demand For ESG Investment is Rising

Fintech News Desk
by Fintech News Desk0
Preqin, the global leader in alternative assets data, tools, and insights, has published its annual Environmental, Social, and Governance (ESG) report: ESG in Alternatives 2022: The Transparency Tipping Point. The report provides the latest insights on developments in what is becoming a necessary competency for private markets managers that want......
LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)
Investments News

LPL Financial Welcomes Aligne Wealth Advisors Investment Management (AWAIM)

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced today that Ivan Illán has joined LPL Financial as a Hybrid RIA with the launch of Aligne Wealth Advisors Investment Management (AWAIM), an SEC-registered investment adviser and wholly owned business unit of Aligne Wealth Preservation & Insurance Services, LLC. He reported having served approximately $300 million in......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
Citi Global Wealth Investments Issues Mid-Year Outlook 2022 Investing in the Afterglow of a Boom
Investments News

Citi Global Wealth Investments Issues Mid-Year Outlook 2022 Investing in the Afterglow of a Boom

Fintech News Desk
by Fintech News Desk0
After a tough start to 2022, Citi explores what may lie ahead for investors, highlighting quality and resilience in portfolios Citi Global Wealth Investments today released its Mid-Year Outlook 2022 report: Investing in the afterglow of a boom. This biannual report sets out Citi’s outlook on rapid developments in the global......
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