Search Results for: investment strategies

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds
Fintech Fintech Funding Investment Services News

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds

Fintech News Desk
CFRA, one of the world’s largest providers of independent investment research, announced the release of a new data product focused on Canadian-listed Exchange Traded Funds (ETFs) that provides CFRA clients with the same level of detail the firm has long made available covering the U.S. ETF landscape. Read More: GlobalFintechSeries......
Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology
Blockchain Business Capital Markets Fintech News

Vanguard, Symbiont And Partners Collaborate To Accelerate Digitization Of Currency Forward Market Using Blockchain Technology

Fintech News Desk
Vanguard, in collaboration with technology provider Symbiont, and in conjunction with Bank of New York Mellon, State Street, and Franklin Templeton, is actively exploring the application of distributed ledger technology (DLT) to foreign-exchange forwards, bringing transparency and workflow efficiencies to the over-the-counter currency market. As part of this pilot, Vanguard has simulated......
PitchBook Releases Analyst Workspaces Providing Unprecedented Access to Analyst Insights and Materials
Capital Markets Fintech Investment Services News

New PitchBook-Collision Venture Investor Survey Uncovers Realities of Investing During COVID-19 Pandemic

Fintech News Desk
Results also examine investor sentiment towards emerging tech, and offer a look at investing in a post-Covid world PitchBook, the premier data provider for private and public equity markets,  released the findings from a new survey conducted in partnership with Collision from Home, a Web Summit event uniting more than......
Featured Fintech Fintech Radar

The Changing Role and Responsibilities of the CFO, during a Time of Crisis

Paroma Sen
These pandemic times are resulting in a shift not only in how teams collaborate and how the global workforce is going to plan the Future of Work, it is creating a transformation within various roles. Sales leaders and salespeople need to imbibe certain traits and skills to keep revenue coming......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
Ally Lending expands relationship with Milan Laser
Fintech Investment Services News

Ally Invest Digital Conference Puts Focus on Investing in Today’s Market Environment

Fintech News Desk
Ally Invest, the online brokerage and wealth management arm of Ally Financial announced its second digital conference designed to help people of all experience levels sharpen their investing skills. The fully-online “Ally Invest Digital Conference,” scheduled for Wednesday, June 24, 2020, is free to attend and will be livestreamed on Ally’s YouTube......
NCR Corp. Names New Chief Financial Officer
Fintech News

NCR Corp. Names New Chief Financial Officer

Fintech News Desk
Seasoned Financial Executive Timothy C. Oliver Joins NCR NCR Corporation announced Timothy C. Oliver is joining the company as its new Chief Financial Officer effective July 13, 2020. A seasoned corporate finance executive, Oliver brings three decades of experience and a successful record of integrating advanced technologies, transforming portfolios and......
Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors
Business Fintech Investment Services News

Janus Henderson Investors to Reopen U.S. Direct Business Channel to New Investors

Fintech News Desk
Janus Henderson Investors announced it has plans to reopen Class D shares of its U.S. mutual funds through the firm’s Direct Business Channel. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software In July 2009, Class D Shares were closed to......
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