Search Results for: risk and asset management

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans
Cryptocurrency Digital News

Digital Tools and Assets on the Rise in Estate Planning, as Nearly 70% of Professionals are Incorporating Them into 2022 Plans

Fintech News Desk
by Fintech News Desk0
Annual TD Wealth survey explores challenges and opportunities within estate planning in 2022 According to TD Wealth’s fourth annual estate planning survey, digital tools and assets could be adding another level of complexity to the planning process. This year’s survey found that more than two-thirds (69%) of estate and financial planners are......
Apex Fintech Solutions and Zogo Team Up to Take On Investor Education
Fintech News

Apex Fintech Solutions and Zogo Team Up to Take On Investor Education

Fintech News Desk
by Fintech News Desk0
Strategic alliance provides Apex clients with resources to deliver 450+ specialized bite-sized modules presented in easy to digest lessons Apex Fintech Solutions Inc., the “fintech for fintechs,” is partnering with Zogo Finance, the next-generation financial education app, to transform the way investors learn on their own. Originally created by Bolun......
Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements
Compliance management News

Davenport & Company LLC Selects InvestorCOM to Meet Reg BI and PTE 2020-02 Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
Wealth management firm using InvestorCOM to digitize the assessment of reasonably available alternative product recommendations and best interest rollover recommendations InvestorCOM, a leading regulatory software provider to the wealth management industry, announced that Davenport & Company LLC, a leading wealth management and financial advisory firm, is using InvestorCOM’s compliance technology......
Finansiv Launches a Prime Brokerage for Digital Assets
Digital Asset Management News

Finansiv Launches a Prime Brokerage for Digital Assets

Fintech News Desk
by Fintech News Desk0
Finansiv, the first digital asset prime brokerage offering services to retail, as well as institutional investors in Bitcoin, Ethereum, and other digital assets, announced it is live and executing OTC client trades, and that its retail-focused platform will be live by the end of the year. Finansiv helps clients achieve best order......
Aon and BNY Mellon Announce a Multi-Faceted Strategic Data and Digital Alliance
Analytics Investment Services News

Aon and BNY Mellon Announce a Multi-Faceted Strategic Data and Digital Alliance

Fintech News Desk
by Fintech News Desk0
Collaboration Will Initially Focus on Advancing Growth in ESG and Sustainable Investing Aon plc and The Bank of New York Mellon Corporation announced a multi-faceted data and digital collaboration that will leverage the power and unique capabilities of both organizations to create new solutions to address evolving client needs. Together, Aon and BNY......
Ex-Fed Risk Specialist Michael Shing joins XREX as Director of Risk Management
Fintech News Risk Management

Ex-Fed Risk Specialist Michael Shing Joins XREX as Director of Risk Management

Fintech News Desk
by Fintech News Desk0
Blockchain neo fintech company XREX Inc. announced that Michael Shing onboards as its Director of Risk Management. Shing spent more than a decade with the Federal Reserve branches in San Francisco and New York, first as an analyst then a senior risk specialist. Prior to his time with the Fed, Shing held......
Marqeta Announces RiskControl, An End-to-End Risk Management Suite of Products for Card Issuers to Combat Payment Card Fraud
News Risk Management

Marqeta Announces RiskControl, An End-to-End Risk Management Suite of Products for Card Issuers to Combat Payment Card Fraud

Fintech News Desk
by Fintech News Desk0
Marqeta RiskControl is a comprehensive suite of risk management products built for customers using its global modern card issuing platform, providing card issuers with control over card transactions, optimizing performance, and mitigating program risk and compliance implications Marqeta , the global modern card issuing platform, announced its new RiskControl solution,......
Financial Institutions Face Risk with Models, New RMA Study Finds
News Risk Management

Financial Institutions Face Risk with Models, New RMA Study Finds

Fintech News Desk
by Fintech News Desk0
RMA Model Validation Consortium Brings Banks Together to Tackle Issues Financial institutions face a number of risks as they speed up digitization and rely more heavily on new technology to influence lending and other decisions, a new study of 62 banks by the Risk Management Association (RMA) has found. “Banks......
IMF Is Right: Cryptocurrencies Are Ushering in a New World Order
Economy Featured Finance

IMF is Right about Cryptoization Risks Ushering in a New World Order

Sudipto Ghosh
by Sudipto Ghosh0
Cryptoization risks are getting bigger and bolder with each passing day. The IMF has released its latest edition of “The Global Financial Stability Report,” which points to the evolving market of cryptocurrencies and how it influences global economic stability. Amid the volatile financial conditions, notably arising from the geopolitical tensions......
21Shares and ETF Securities Launch the World's First Bitcoin and Ethereum ETFs in Australia
Cryptocurrency News

21Shares and ETF Securities Launch the World’s First Bitcoin and Ethereum ETFs in Australia

Fintech News Desk
by Fintech News Desk0
21Shares AG, a Swiss-based issuer of crypto Exchange Traded Products (ETPs), and the leading ETF provider, ETF Securities have launched two funds that offer simple, cost-effective and direct access to cryptocurrency investments. ETFS 21Shares Bitcoin ETF is the first Australian ETF to invest directly in bitcoin, and ETFS 21Shares Ethereum......
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