Search Results for: strategies

Circle Partners with New York Community Bancorp Inc. to Custody USDC Reserves and Invest in Community-Based Initiatives
Fintech News

Circle Partners with New York Community Bancorp Inc. to Custody USDC Reserves and Invest in Community-Based Initiatives

Fintech News Desk
by Fintech News Desk0
NYCB partnership marks Circle’s first custody relationship with a community bank and brings digital financial literacy opportunities to the greater NYCB community Circle Internet Financial, a global digital financial technology firm and the issuer of USD Coin (USDC), has announced a custody partnership with New York Community Bancorp, Inc. (NYSE: NYCB).......
Esquire Financial Holdings Added to Membership of Russell 3000 Index
Finance News

Esquire Financial Holdings Added to Membership of Russell 3000 Index

Fintech News Desk
by Fintech News Desk0
Esquire Financial Holdings, Inc. announced that it has been added as a member of the broad-market Russell 3000 Index, effective June 27, 2022, as part of the 2022 Russell indexes reconstitution. Based upon its membership in the Russell 3000® Index, Esquire has also become a member of the small-cap Russell 2000® Index. Latest......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
JPMorgan Chase Survey Intensified Challenges Push Business Leaders’ Optimism to Record Lows
B2B Banking News

JPMorgan Chase Survey Intensified Challenges Push Business Leaders’ Optimism to Record Lows

Fintech News Desk
by Fintech News Desk0
Most still expect a boost in revenue even as they navigate inflation and labor shortages As the U.S. economy faces decades-high inflation, soaring interest rates and continued supply chain and labor shortages, midsize business leaders across the country are increasingly cautious in their economic outlooks, according to JPMorgan Chase’s 2022......
Compass Financial Technologies and Marex to Collaborate on Digital Asset Investment Solutions
Investment Services News

Compass Financial Technologies and Marex to Collaborate on Digital Asset Investment Solutions

Fintech News Desk
by Fintech News Desk0
Compass Financial Technologies, a Swiss and French based EU regulated index provider and Marex Solutions, Marex’s hedging and investment solutions arm that specialises in customised derivative products, collaborate to offer digital asset investment solutions for institutional investors. Marex will leverage the expertise of Compass which designs BMR compliant crypto indices......
Checkmate Capital Group and KAIST Venture Investment Holdings Announce Partnership & Selection as TIPS Operator
Investment Services News

Checkmate Capital Group and KAIST Venture Investment Holdings Announce Partnership & Selection as TIPS Operator

Fintech News Desk
by Fintech News Desk0
A consortium formed by KAIST Venture Investment Holdings and Checkmate Capital Group has been selected as a program operator for South Korea’s Tech Incubator Program for Startups (“TIPS”). The KAIST-Checkmate consortium has been selected as a specialist program operator in the Emerging Technology Expert category. Latest Fintech News: iClick Interactive Releases......
Alternative Investment Institutions Increasing Investment in Digital Transformation with Embedded Security; Partnering with MSPs Critical to Success
Digital Payments Finance News

Alternative Investment Institutions Increasing Investment in Digital Transformation with Embedded Security Partnering with MSPs Critical to Success

Fintech News Desk
by Fintech News Desk0
ECI Announces New Research on the State of Digital Transformation and Cybersecurity in the Alternative Investment Market ECI, the leader in public cloud and cybersecurity managed services for the global financial services industry, recently commissioned IDC to write the white paper “Cybersecurity and Digital Transformation of Global Alternative Asset Institutions: A......
MaC Venture
Fintech Funding News

MaC Venture Capital Announces $203Million Fund II After Strong Seed-Stage Fund Performance

Fintech News Desk
by Fintech News Desk0
MaC Venture Capital proves investment thesis and secures $203M in second fund, nearly doubling the $110M raised in its seed-stage fund MaC Venture Capital, a seed-stage venture capital firm based in Los Angeles and Silicon Valley, has successfully raised a $203 million Fund II, building on the $110 million seed-stage......
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