Search Results for: investment strategies

LPL Acquires Fintech Firm Blaze Portfolio
Business Fintech News

LPL Acquires Fintech Firm Blaze Portfolio

Fintech News Desk
by Fintech News Desk0
Blaze Portfolio’s innovative trading and portfolio rebalancing software will be integrated into LPL’s core technology platform, delivering a sophisticated solution to help drive efficiency and scale in advisors’ practices LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer LPL Financial LLC,......
Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement
Business Fintech News

Tegra118 and Red Rock Strategic Partners Join Forces to Help Firms Drive Growth and Improve Advisor-Client Engagement

Fintech News Desk
by Fintech News Desk0
Strategic partnership helps firms and advisors gain untapped value from technology to accelerate growth, reduce expenses and enhance client experiences Tegra118, a top provider of wealth and asset management technology and Motive Partners company, today announced a partnership with Red Rock Strategic Partners providing comprehensive and results-driven approaches for firms......
Morgan Stanley to Acquire Eaton Vance
Business Fintech Investment Services News

Morgan Stanley to Acquire Eaton Vance

Fintech News Desk
by Fintech News Desk0
Creates a Leading Asset Manager Positioned for Growth Advances Morgan Stanley’s Strategic Transformation Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) have entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance, a leading provider of advanced investment strategies and wealth management solutions with over......
Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication
Business Fintech News

Charles River Launches Wealth Hub Utility to Streamline Sponsor/Manager Communication

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, today announced the launch of Charles River Wealth Hub (Wealth Hub), a communications platform that connects managed account program sponsors and their asset manager distribution partners through a secure network environment. Wealth Hub is delivered as a cloud-based service using Microsoft® Azure. Read......
Blockchain Business Fintech Fintech Funding Fintech Startups News

Future FinTech Appointed Weicheng Pan as Chief Strategy Officer

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. (NASDAQ: FTFT) (hereinafter referred to as “Future Fintech”, “FTFT” or “Company” ) a leading blockchain e-commerce company and a service provider for financial technology, today announced it has appointed Mr. Weicheng Pan as Chief Strategy Officer of the Company. Mr. Pan will be responsible for the Company’s strategic planning,......
SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform
Fintech Investment Services News

SMArtX Advisory Solutions Adds Investing Heavyweights to Managed Accounts Platform

Fintech News Desk
by Fintech News Desk0
Over 60 new Strategies from Fidelity Institutional Asset Management, Northern Trust Investments, and Vanguard Group  SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management platform (TAMP), continues to expand its roster of available investment strategies with the addition of industry stalwarts......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech Investment Services News

Dana D’Auria, CFA, Joins Envestnet as Co-CIO

Fintech News Desk
by Fintech News Desk0
Envestnet, announces that Dana D’Auria has joined the organization as Co-Chief Investment Officer of Envestnet. In her new role, she will join Envestnet | PMC’s Investment Committee, and utilize her expertise to further grow and align PMC’s fiduciary solutions and other resources, including overlay services, research and portfolio management. Read......
Industry Names Pico “Best Managed Services for Trading” for Fifth Consecutive Year
Fintech News Trading

UOB Kay Hian Selects Pico to Deliver its Singapore-Based Next-Generation Trading Platform

Fintech News Desk
by Fintech News Desk0
Pico supporting firm to access the markets faster and efficiently scale expansion of its multi-asset offering Pico, a leading provider of technology services for the financial markets community, today announced it has been selected by one of Asia’s largest brokerage firms, UOB Kay Hian, to provide managed services and support for its......
TASE Data Hub: The Tel-Aviv Stock Exchange is Launching a Data System that Allows, for the First Time, Direct, Immediate and Seamless Access to TASE Market Data
Business Fintech News Trading

TASE Data Hub: The Tel-Aviv Stock Exchange is Launching a Data System that Allows, for the First Time, Direct, Immediate and Seamless Access to TASE Market Data

Fintech News Desk
by Fintech News Desk0
The API-based system, named TASE Data Hub, will offer various data products that allow more insights on market activities and the development and review of trading and investment strategies, while allowing back office and operational efficiency improvements to various market players TASE Data Hub will offer, through the smart money......
Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management
Artificial Intelligence Fintech News

Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management

Fintech News Desk
by Fintech News Desk0
Pagaya, a global, data-driven asset manager, today announced the hire of five finance industry veterans. Jeff Andrews and Paul Limanni joined Pagaya as Head of Originations and Head of Structured Products, respectively. Brandon McCue joined as Senior Managing Director of Client Advisory, Rob Brady as Senior Managing Director of Institutional......
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