Search Results for: mutual funds

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform
Finance Investment Services News

Neo Financial Launches Neo Invest, Canada’s First Actively Managed Digital Investment Platform

Fintech News Desk
by Fintech News Desk0
Neo Financial unlocks private wealth management for all Canadians Neo Financial announced that they are expanding their product line from spending, savings, and rewards, to reimagining investing with the addition of Neo Invest. Neo Invest will offer Canadians the first fully digital, actively managed investment experience that provides access to......
Zaggle Partners With Tata Capital’s Moneyfy Platform to Offer Investment Products to Its 4.5+ Million Users
Fintech Investment Services News

Zaggle Partners With Tata Capital’s Moneyfy Platform to Offer Investment Products to Its 4.5+ Million Users

Fintech News Desk
by Fintech News Desk0
The partnership earmarks Zaggle’s foray into offering investment products Zaggle, a profitable SaaS FinTech company and a pioneer in digitizing business spends, partners with Tata Capital’s digital wealth management platform – Moneyfy. This will greatly benefit Zaggle users, who can now get easy access to a plethora of investment options......
Okcoin Announces First Recipients of $1M Commitment to Bring More Women into Crypto
Cryptocurrency News

Okcoin Announces First Recipients of $1M Commitment to Bring More Women into Crypto

Fintech News Desk
by Fintech News Desk0
Okcoin’s $1M initiative seeks to promote greater industry inclusivity through education, tech development, and community resources Okcoin, one of the world’s fastest-growing cryptocurrency platforms, announced the inaugural recipients of the company’s grant program for bringing more women into crypto: Bitcoin for Fairness and Ladies in Bitcoins. Each entity reflects the......
33% Women in India Do Not Invest Their Money: LXME Women & Money Power 2022 Report
Investment Services News

33% Women in India Do Not Invest Their Money: LXME Women & Money Power 2022 Report

Fintech News Desk
by Fintech News Desk0
LXME – India’s first financial platform for women – in its Women & Money Power 2022 report suggests that 33% women in India do not invest at all and the number is as high as 40% in the 21-25 years age group. Overall 55% women in the country are either not investing or are unaware of their investments. In association with Axis My India, India’s leading consumer data intelligence company, the survey was carried out among 4,000 women across different......
TMX Group Limited Makes Strategic Investment in ETFLogic
Fintech Investment Services News

TMX Group Limited Makes Strategic Investment in ETFLogic

Fintech News Desk
by Fintech News Desk0
LOGICLY, powered by ETFLogic, brings institutional caliber investment research, analytics, and portfolio management tools to global financial advisors and institutions ETFLogic, a U.S. fintech company and leading provider of analytics and portfolio tools to the wealth management industry and investment fund manufacturers, announced that it closed an equity investment, agreeing......
Edelweiss Asset Management Launches ‘eInvest’
Fintech Funding News

Edelweiss Asset Management Launches ‘eInvest’

Fintech News Desk
by Fintech News Desk0
A mutual fund app –to help investors achieve their financial goals in a convenient way Edelweiss Asset Management has announced the launch of eInvest a mutual fund mobile app for investors for a smooth investing experience. eInvest is an easy-to-use app that will help investors perform all financial transactions on......
Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities
Investment Services News

Zacks Professional Services Brings Advisor Tools To Concourse Financial Group Securities

Fintech News Desk
by Fintech News Desk0
Zacks Professional Services (“Zacks Pro”) announces a new relationship with Concourse Financial Group Securities (“CFGS”) offering access to the extensive suite of Zacks Advisor Tools (Advisor Tools) to 500+ financial professionals. Latest Fintech Insights: InstaMortgage Adopts Finicity’s Mortgage Verification Services Advisor Tools is a web-based platform that provides investment professionals with......
BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities
Fintech News

BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities

Fintech News Desk
by Fintech News Desk0
Pacific Life announced a new collaboration with BNY Mellon’s Pershing to make its fee-only annuities available to registered investment advisors (RIAs) and their fee-only advisors while providing a streamlined portfolio-management experience. Products included are Pacific Advisory Variable Annuity, Pacific Odyssey, Pacific Index Advisory, and Pacific Harbor—all designed to help RIAs meet a variety......
ISG to Publish Study on Digital Banking Platform Providers
Banking Digital Payments News

ISG to Publish Study on Digital Banking Platform Providers

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens™ report will examine how new digital technologies are helping banks transform themselves Information Services Group, a leading global technology research and advisory firm, has launched a research study examining providers of digital banking solutions at a time when traditional banks are under growing pressure to meet evolving......
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