Search Results for: mutual funds

Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers
Fintech Investment Services News

Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers

Fintech News Desk
by Fintech News Desk0
Atom Finance, the consumer software platform providing institutional-quality investment resources to individual investors, announced the launch of their new premium subscription offering. The launch brings an expanded suite of advanced research tools to investors and empowers them with the same financial data and market insights as leading Wall Street firms.......
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......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
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......
iTrustCapital Reports XRP Top Volume Asset So Far in 2020
Fintech Investment Services News

iTrustCapital: 401(k) Investors Flee Wall Street, Favoring Bitcoin & Gold

Fintech News Desk
by Fintech News Desk0
iTrustCapital, the leading investment platform for alternative assets – including cryptocurrency and gold – has completed more than 10,000 transactions so far this year. They identify this growth as coming from investors moving their 401(k) and IRA retirement accounts from financial institutions focused on traditional securities to companies that provide......
Creation of the European PayTech Leader a Powerful Strategic Combination Between Nexi and Nets
Fintech Investment Services News

Adhesion Wealth® Launches New Personal Indexing Program for RIAs

Fintech News Desk
by Fintech News Desk0
The new index solution, designed to achieve tax alpha along with efficient returns, enables advisors to choose a starting index and apply active screens such as investment styles, factor tilts and investment preferences Adhesion Wealth®, an outsourced investment management platform for registered investment advisors (RIAs), today announced the launch of......
YCharts Expands Executive Leadership Team to Fuel Continued Rapid Growth
Fintech News

LPL Financial Adds YCharts to Vendor Affinity Program To Strengthen Advisor Investment Research and Client Communication Toolset

Fintech News Desk
by Fintech News Desk0
YCharts, investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial (“LPL”) Vendor Affinity Program. Read More: GlobalFintechSeries Interview with Erwan Gelebart, CEO at Veon’s JazzCash “Today’s investors want more communication from their financial advisors and they want those engagements to be increasingly......
Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation
Fintech Investment Services News Risk Management

Custom software development company TopDevz releases a new project management and approval system for a Fortune 500 finance corporation

Fintech News Desk
by Fintech News Desk0
TopDevz, one of America’s fastest-growing software consultants, has announced the successful delivery by their web development team of a new custom multi-user and multicurrency workflow and risk management system for a leading global investment management firm. Read More: Konica Minolta Business Solutions Asia Accelerates Digital Transformation With Valtatech Partnership The Client A......
Chinese insurtech firm Waterdrop raises $230M, plans IPO
Fintech InsurTech News

Chinese insurtech firm Waterdrop raises $230M, plans IPO

Fintech News Desk
by Fintech News Desk0
Chinese online insurance technology platform Waterdrop Inc. has raised $230 million in a new funding round led by reinsurer Swiss Reinsurance Co. Ltd. and Chinese internet giant Tencent Holdings Ltd., it said on Thursday. Waterdrop’s existing investors, including IDG Capital and Wisdom Choice Global Fund, also participated, it said in a statement.......
Why Should You Choose Alternative Investments for Your Portfolio?
Fintech Fintech Funding Guest Posts Investment Services

Why Should You Choose Alternative Investments for Your Portfolio?

Asheesh Chanda
by Asheesh Chanda0
Alternative investments are financial assets that are different from conventional investment vehicles like cash, bonds and stocks. These include private equity, hedge funds, managed futures and infrastructure investments among many others. Our advisors are often asked if alternatives are a good choice, and why should one invest in these asset......
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