Search Results for: strategies

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Calamos To Expand Sustainable Investing Capabilities, Hires Seasoned ESG Management Team
Investments News

Calamos To Expand Sustainable Investing Capabilities, Hires Seasoned ESG Management Team

Fintech News Desk
Calamos Investments, a global investment management firm managing over $40 billion in AUM, announced that it has hired Environmental, Social, and Governance investing pioneers Anthony (Tony) Tursich and James (Jim) Madden to lead the development of focused sustainable investment products. Tursich and Madden helped set industry standards for ESG focused investing at Portfolio 21 where......
Experian Included in Now Tech Loan Origination Solutions
Banking Investments News Risk Management

Experian Included in Now Tech Loan Origination Solutions

Fintech News Desk
Market overview provides recommendations when seeking loan origination providers Loan origination solutions help to make loan applications faster and easier for borrowers and loan officers. Innovative solutions are less costly for lenders and provide more accurate and efficient customer decisioning. With a diverse set of vendors to choose from, it......
FinTech Collective Raises $250 Million, Launches Dedicated Digital Assets Strategy
Banking DeFi Fintech

FinTech Collective Raises $250 Million, Launches Dedicated Digital Assets Strategy

Fintech News Desk
$50 Million Earmarked for Decentralized Finance FinTech Collective, a venture capital firm focused on creating the future of financial services by investing across traditional fintech and emerging digital assets, announced fundraises for its existing early-stage strategy and for its new strategy focused on decentralized finance (DeFi). FinTech Collective raised a......
Apifiny Announces VIP Early Access Program for its New Class of Hybrid Digital Asset Exchange
DeFi Digital Asset Management News

Apifiny Announces VIP Early Access Program for its New Class of Hybrid Digital Asset Exchange

Fintech News Desk
New Offering Includes No Trading Fees for Early Access Participants, Deep, Predictable Liquidity and Superior Price Discovery  Apifiny, a global digital asset trading network, announced its VIP Early Access Program for Apifiny HEX, a new class of hybrid digital asset exchange that is designed to combine the best advantages of......
Manulife Investment Management Further Strengthens Emerging Markets Capabilities
Investments News

Manulife Investment Management Further Strengthens Emerging Markets Capabilities

Fintech News Desk
Appoints Bryony Deuchars, CFA, senior investment analyst and Talib Saifee, portfolio manager, to its emerging markets equity strategies  Manulife Investment Management announced the appointment of Bryony Deuchars, CFA, senior investment analyst, to its emerging markets equity strategies effective 16 August 2021. In addition, Talib Saifee is being promoted to portfolio manager on the......
SymphonyAI Welcomes Chris Hasslinger as Senior Investment Partner
Banking Investments News

SymphonyAI Welcomes Chris Hasslinger as Senior Investment Partner

Fintech News Desk
New leader to continue strategic relationship growth and deal-making in healthcare and other vertical sectors SymphonyAI, an enterprise AI company offering high-value solutions for key vertical sectors, announced that Chris Hasslinger has joined the company as a senior investment partner. Hasslinger will be responsible for driving investment, partnership, and acquisition activity......
Triterras Bolsters Structured Finance Team with Key Appointments
Fintech News

Triterras Bolsters Structured Finance Team with Key Appointments

Fintech News Desk
Frank Barbarino, CAIA, will lead fund origination and structuring; Amoy Chambers joins as head of legal for structuring and distribution  Triterras Inc., a leading fintech company focused on trade and trade finance, announced appointing two management executives, as the company continues to accelerate the global availability of Kratos, its digital......
Financial Crime Risk Authority and Industry Pioneer Debra Geister Joins Socure as VP of Product Commercialization, Compliance, and Regulatory
Banking Finance Fintech News

Financial Crime Risk Authority and Industry Pioneer Debra Geister Joins Socure as VP of Product Commercialization, Compliance, and Regulatory

Fintech News Desk
Socure, the leading provider of digital identity verification and fraud solutions, announced the continued growth of its executive leadership team with the addition of Debra Geister as vice president of product commercialization, compliance, and regulatory. Geister will work closely with regulators and customers to ensure that Socure products meet the industry’s......
1