Search Results for: management

Dasseti Launches Integration with Nasdaq eVestment™ Omni to Streamline Consultant Database Narrative Management
Artificial Intelligence Investment Services News

Dasseti Launches Integration with Nasdaq eVestment™ Omni to Streamline Consultant Database Narrative Management

Business Wire
by Business Wire0
Dasseti, the investment management industry’s specialist RFP and DDQ response platform, announced the launch of its direct integration with Nasdaq eVestment Omni. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted “Our relationship with Nasdaq eVestment has always been centered around improving how investment......
CU*SOUTH Partners with ScreenSteps to bring AI-Powered Knowledge Management to Credit Unions
Credit Bureaus Finance News

CU*SOUTH Partners with ScreenSteps to bring AI-Powered Knowledge Management to Credit Unions

EIN Presswire
by EIN Presswire0
Partnership helps credit unions improve operational efficiency, accelerate staff onboarding and strengthen institutional knowledge retention CU*SOUTH, a 100% credit union-owned credit union service organization (CUSO) that provides essential products and solutions for credit unions, today announced a partnership with ScreenSteps, an AI-powered knowledge base and process documentation platform built to......
Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms
Fintech Investments News

Rob Wrzesniewski to Lead Technology Enablement and Integration Across Stratos and SEI Asset Management Platforms

PR Newswire
by PR Newswire0
New Role Supports Strategic Investment in Stratos Wealth Holdings, Advancing Platform Capabilities and Long-Term Technology Strategy SEI announced the appointment of Rob Wrzesniewski as Head of Stratos Technology within SEI’s Asset Management business. He will report to Jeff Benfield, Chief Product Officer at SEI, and Jeff Concepcion, Founder and CEO......
Top Payment Devices and Solutions Provider to Introduce Industry-Disrupting Management Platform
Digital Payments Fintech News

Top Payment Devices and Solutions Provider to Introduce Industry-Disrupting Management Platform

EIN Presswire
by EIN Presswire0
Asia’s award-winning payment devices and solutions pioneer to reshape global card issuance operations with the launch of a new production management platform. Goldpac, a long-established leader in payment devices and solutions with more than 30 years of industry experience, is expanding its innovation portfolio with the launch of its Integrated......
Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice
Finance Investment Services News

Maridea Wealth Management Acquires Ashford Investment Advisors, Establishing First Florida Practice

Business Wire
by Business Wire0
Daytona Beach-based, female-led firm brings $180 million in client assets and specialized retirement expertise to Maridea’s growing national platform Maridea Wealth Management (“Maridea”) announced the acquisition of Ashford Investment Advisors, a Daytona Beach, Florida-based wealth management firm with approximately $180 million in assets under advisement and management. The transaction marks......
FusionIQ Acquires Marstone, Uniting Two Digital Wealth Management Pioneers
Banking Finance News

FusionIQ Acquires Marstone, Uniting Two Digital Wealth Management Pioneers

Business Wire
by Business Wire0
Strategic Combination Strengthens End-to-End WealthTech Platform Serving Financial Institutions Worldwide FusionIQ, the innovative digital wealth management platform empowering financial institutions and advisors, announced the completed acquisition of Marstone, Inc., one of the industry’s most celebrated and pioneering independent digital wealth technology providers. This combination brings together two complementary platforms to......
SensaMarket Shares Insights on Options Greeks as Traders Seek Better Risk Management Strategies
Finance News Trading

SensaMarket Shares Insights on Options Greeks as Traders Seek Better Risk Management Strategies

EIN Presswire
by EIN Presswire0
SensaMarket shares insights on Options Greeks, helping traders understand pricing, risk, and strategy as market participation and options activity grow. Market analysts said developments in trading technology, training tools and digital brokerage platforms have helped make options trading increasingly accessible over the last decade. As more investors become involved in......
Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year
Banking Finance News

Regions Private Wealth Management Wins Two Global Private Banking Innovation Awards for Second Consecutive Year

Business Wire
by Business Wire0
Global Private Banker honors Regions Bank with Best Trust Services by a Private Bank and Best Wealth Planning Execution. Regions Bank on Thursday announced its Private Wealth Management division earned two top industry honors at the 2026 Global Private Banking Innovation Awards, marking the second consecutive year Regions has received these recognitions. Read More on Fintech : Global......
Choate Continues to Grow Its Fund Formation and Investment Management Practice with the Addition of Jason Karlinsky
Fintech Funding Investment Services News

Choate Continues to Grow Its Fund Formation and Investment Management Practice with the Addition of Jason Karlinsky

EIN Presswire
by EIN Presswire0
Seasoned partner with extensive experience advising fund managers and institutional investors at Credit Suisse strengthens Choate’s New York presence. Choate welcomes Jason S. Karlinsky as a partner in the firm’s nationally recognized Fund Formation and Investment Management practice. Karlinsky pairs deep fund formation experience across asset classes with more than a......
Picton Mahoney Asset Management Announces Quarterly Distribution for PICTON Income Fund Exchange Traded Fund Units
Fintech Funding Investment Services News

Picton Mahoney Asset Management Announces Quarterly Distribution for PICTON Income Fund Exchange Traded Fund Units

GlobeNewswire
by GlobeNewswire0
(TSX: PFIN) Picton Mahoney Asset Management (“PICTON Investments”) announced today that it has declared the June 2026 quarterly cash distribution of $0.1178 per unit for the ETF units (“ETF Units”) of the PICTON Income Fund. Unitholders of record of the ETF Units, at the close of business on June 22,......
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