Search Results for: mutual funds

AXS Investments Names Industry Pioneer Benjamin Fulton to Lead Global Business Development
Investment Services News

AXS Investments Names Industry Pioneer Benjamin Fulton to Lead Global Business Development

Fintech News Desk
by Fintech News Desk0
Unites ETF and Fund Industry Trailblazers to Drive Innovation and Large-Scale Investment Access for Individuals Globally AXS Investments, a leading alternative investment manager, announced that ETF and fund industry pioneer Ben Fulton has joined the firm as managing director for global business development. With over 35 years of experience in financial......
Calamos Investments Makes Strategic Hire Naming Former Citadel Executive Dan Dufresne As Chief Operating Officer
Fintech Investments News

Calamos Investments Makes Strategic Hire Naming Former Citadel Executive Dan Dufresne As Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
As AUM Surpasses $35 billion, Calamos expands leadership team to spearhead further growth Calamos Investments, a leading global asset manager, announced that the firm has hired Dan Dufresne, former executive at Citadel LLC for two decades, as Chief Operating Officer.  The announcement, made by John Koudounis, Calamos President and CEO, follows the......
FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform
Artificial Intelligence Fintech Fintech Funding InsurTech Investment Services News

FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform

Fintech News Desk
by Fintech News Desk0
Investment will drive product development, entry to new markets and grow the executive team FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that it has closed a $12 million Series A funding round. The financing is being led by Team8 and existing investors Blumberg Capital and LionBird Ventures. Read More:......
ING to Leave Czech Retail Banking Market by End-2021
Banking Capital Markets Fintech News

ING to Leave Czech Retail Banking Market by End-2021

Fintech News Desk
by Fintech News Desk0
ING is announcing that it intends to withdraw from the retail banking market in the Czech Republic. Raiffeisenbank Czech Republic has agreed to prepare a welcome offer for ING’s retail customers in the Czech Republic. Read More: Splitit Appoints Dawn Robertson As Board Chair In March, customers will receive an......
iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors
B2B Digital Fintech InsurTech News

iCapital Network® and CAIA Association Partner To Launch AltsEdgeTM – An Alternative Investing Education Program For Financial Advisors

Fintech News Desk
by Fintech News Desk0
Innovative education initiative offers research-based, CE-accredited modules to prepare advisors to optimize the use of alternatives in client portfolios iCapital Network1, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Chartered Alternative Investment Analyst (CAIA) Association, the professional body......
SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability
Banking Fintech Investment Services News

SS&C Expands Eze Investment Suite to Provide Unmatched Productivity, Flexibility and Scalability

Fintech News Desk
by Fintech News Desk0
James Griffin to Lead Global Sales as SS&C Eze Continues Expansion SS&C Technologies Holdings, Inc. announced releases across Eze Investment Suite (EIS). SS&C Eze has also appointed James Griffin to lead global sales for Eze Eclipse and Eze Investment Suite. Order flow across Eze platforms expanded by 40% last year, driven by higher equities trading......
AssetMark Issues its 2021 Predictions for the Financial Advisory Industry
Business Fintech Investment Services News

AssetMark Issues its 2021 Predictions for the Financial Advisory Industry

Fintech News Desk
by Fintech News Desk0
AssetMark announced its 2021 outlook for the financial advisory industry. While the advisor-client dynamic has undergone a dramatic transformation in the past year, many in the industry agree the pandemic merely accelerated many of the trends that were already contributing to this shift prior to 2020. In many ways, 2021 will......
iCapital NetworkÒ Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors
Fintech Investment Services News

iCapital Network Agrees to Acquire AI Insight to Bolster Alternative Investments Education and Compliance Offerings for Financial Advisors

Fintech News Desk
by Fintech News Desk0
iCapital leverages AI Insight’s platform to offer independent advisors fund-specific research and credentialing  iCapital Network, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, today announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education......
DTCC-adds-new-features-to-fund-industry-information-network
Fintech Fintech Funding News

DTCC Adds New Features to Fund Industry Information Network

Fintech News Desk
by Fintech News Desk0
The Depository Trust & Clearing Corporation (DTCC), the premier post-trade market infrastructure for the global financial services industry, today announced that its MF Info Xchange service, the first offering of its kind to standardize communications for the mutual fund industry, has been recently enhanced with additional key capabilities to bring......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
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