Search Results for: investment strategies

Cryptocurrency Fintech News Trading

Cindicator Launches Stoic, Crypto Hedge Fund Tech for the People

Fintech News Desk
by Fintech News Desk0
Cindicator launche Read More: SRAX Announces Closing of LD Micro Acquisition s Stoic, an automated crypto trading tool with a hedge fund edge. Stoic lets anybody trade crypto using AI-based strategies built for Cindicator Capital. Launched in 2019, Cindicator Capital is the first crypto hedge fund powered by ‘Hybrid Intelligence’, a......
Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success
Business Fintech News

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

Fintech News Desk
by Fintech News Desk0
Integrated marketing tools, expanded relationships with Schwab and Fidelity Institutional, and all-new risk rubric elevate Orion’s platform experience Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today is announcing a flurry of......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

Thrivent Advisor Network Selects SMArtX Advisory Solutions to Drive New Efficiencies

Fintech News Desk
by Fintech News Desk0
Unified Managed Accounts Technology will integrate across Thrivent Advisor Network to facilitate investment selection and management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts technology and architect of the SMArtX turnkey asset management (TAMP) platform, is proud to announce Thrivent Advisor Network (TAN) has added SMArtX to......
Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch
Blockchain Business Fintech Investment Services News

Dr. Daniel Diemers joins FiCAS Board of Directors following Industry-First ETP Launch

Fintech News Desk
by Fintech News Desk0
FiCAS, the swiss-based crypto investment management boutique, has announced the appointment of Dr. Daniel Diemers, former Financial Services Partner at PwC Strategy& and former PwC Head of Blockchain for Europe, Middle East, and Africa, as a new member of its Board of Directors. Dr. Diemers is a founding member of......
InsurTech News

Technology App Offers Immediate Life Insurance Coverage for First Responders

Fintech News Desk
by Fintech News Desk0
As COVID-19 takes its toll, people are thinking about life insurance in a new light. Only about half of U.S. adults have this coverage, which provides cash payments to survivors. About a third of those have life insurance through their employers, another concern as companies downsize or close their doors.......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
News Risk Management

TPT Retirement Solutions Selects Charles River for Portfolio Management and Risk

Fintech News Desk
by Fintech News Desk0
TPT Retirement Solutions, a leading £12 billion workplace pension scheme in the UK, has selected the Charles River Investment Management Solution (Charles River IMS) to manage their multi-asset pension portfolios on one platform. The investment team will use Charles River IMS and Charles River Investment Book of Record (IBOR) for......
Fintech News

Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

Fintech News Desk
by Fintech News Desk0
New portal and Apex Clearing integration meet the rising demand for one-stop, go-anywhere access to investors’ complete financial picture Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, today unveils a new Orion......
InsurTech News

DWS Survey Reveals Pandemic-Driven Changes Insurance Clients Made to Fixed Income Allocations

Fintech News Desk
by Fintech News Desk0
DWS, one of the world’s leading asset managers, today announced the findings of a joint survey with Greenwich Associates of its institutional insurance client base to better understand how COVID-19 might be influencing their investment strategies and asset class allocations. While the majority of insurance clients surveyed indicated that they......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
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