Search Results for: investment strategies

Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform
Fintech Investment Services News

iCapital Network Acquires Wells Fargo Alternative Investments Feeder Fund Platform

Fintech News Desk
by Fintech News Desk0
 iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has entered into an agreement to acquire the alternative investments feeder fund platform from Wells Fargo’s Global Alternative Investments (GAI) division. As a part of the transaction,......
Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies
Business Fintech News

Franklin Templeton Appoints Jed Plafker as EVP, Global Alliances and New Business Strategies

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced that Jed Plafker has been named executive vice president of Global Alliances and New Business Strategies. In this newly created position, Plafker will be responsible for the expansion of the company’s digital wealth management and distribution-related financial technology, ensuring that the firm fully harnesses these capabilities for......
Janover Ventures Launches Investment Campaign Raising up to $1,070,000 to Help Build The Future of Commercial Real Estate
Capital Markets Fintech Fintech Funding Investment Services News

Janover Ventures Launches Investment Campaign Raising up to $1,070,000 to Help Build The Future of Commercial Real Estate

Fintech News Desk
by Fintech News Desk0
Janover Ventures, a FinTech (financial technology) company focused on reducing frictions in commercial real estate finance, reached their minimum funding goal within 5 days of launching their crowdfunding campaign on Republic! The startup has experienced significant traction within only a few days of fundraising. Read More: Simple Announces Launch of Tax Refund Feature......
SEI Enhances Archway Platform through Strategic Partnership with Canoe Intelligence
Capital Markets Fintech Fintech Funding News

SEI Launches the SEI American Funds Strategies for Independent Advisors

Fintech News Desk
by Fintech News Desk0
New Offering Brings Additional Flexibility to SEI’s Customizable Investment Platform SEI announced the launch of the SEI American Funds Strategies, built specifically for independent advisors leveraging the SEI Wealth Platform. Offered by Independent Advisor Solutions by SEI, these six strategies are built with American Funds by Capital Group to provide greater flexibility......
Stone Harbor Investment Partners Announces Hiring of Head of Distribution and Product Management for the Americas
Business Fintech Investment Services News

Stone Harbor Investment Partners Announces Hiring of Head of Distribution and Product Management for the Americas

Fintech News Desk
by Fintech News Desk0
Stone Harbor Investment Partners LP (“Stone Harbor”), a global institutional fixed income investment manager with expertise in emerging markets debt and global credit strategies, announced that Mark A. Weiller has joined the firm as Head of Distribution and Product Management for the Americas. He will be based in New York.......
Smart and Natixis Investment Managers Announce Strategic Investment to Deliver Leading Workplace Pension Solutions
Fintech Investment Services News

Smart and Natixis Investment Managers Announce Strategic Investment to Deliver Leading Workplace Pension Solutions

Fintech News Desk
by Fintech News Desk0
Smart has grown rapidly, helping tens of thousands of UK employers meet their auto enrolment obligations, as well as providing workplace savings technology solutions in Dubai and the Republic of Ireland. Natixis IM’s equity stake forms a part of Smart’s ongoing preferred investment round and will help position the fintech for rapid international......
Yinon's Stock Portfolio: An App for Novice and Experienced Investors to Build a Successful Value Investment Stock Portfolio
Capital Markets Fintech Investment Services News

Yinon’s Stock Portfolio: An App for Novice and Experienced Investors to Build a Successful Value Investment Stock Portfolio

Fintech News Desk
by Fintech News Desk0
Leveraging market wisdom and foresight from one of the world’s leading value investors, App Central’s new app provides tips, insights and ideas on exceptional investment opportunities Dr. Yinon Arieli, an experienced value investor, has launched a new mobile App that helps stock market investors discover winning stock ideas on Wall Street.......
iCapital Network Leverages U.S. Success to Accelerate International Growth
Business Capital Markets Fintech Investment Services News

iCapital Network Acquires Artivest, Extending iCapital’s Leadership Position in the Alternative Investments Technology Ecosystem

Fintech News Desk
by Fintech News Desk0
iCapital Network, the leading financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Artivest, one of the most innovative technology companies for accessing and investing in alternatives, announced that they have entered into a definitive agreement under which iCapital will acquire the......
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