Search Results for: wealth gap

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Fintech News

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

Fintech News Desk
by Fintech News Desk0
83% of advisors say better technology tools would improve client acquisition Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI) released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the......
MRHB DeFi: Successful US$5.5 Million Fundraise to Fuel Vision of Bringing Ethical DeFi to Excluded Communities Everywhere
DeFi News

MRHB DeFi: Successful US$5.5 Million Fundraise to Fuel Vision of Bringing Ethical DeFi to Excluded Communities Everywhere

Fintech News Desk
by Fintech News Desk0
Oversubscribed IDO speaks to high demand for ethical crypto finance MRHB DeFi, the world’s first decentralized finance ecosystem platform focused on ethical, sustainable and halal crypto opportunities, has successfully raised a total of USD 5.5 million through a series of private and public funding rounds which culminated in an initial......
FinTech Interview Series: Union Budget of India 2022 Special
Business Commerce Interviews

FinTech Interview Series: Union Budget of India 2022 Special

Sudipto Ghosh
by Sudipto Ghosh0
The Finance Minister of the world’s fastest-growing economy, Nirmala Sitharaman is all set to present her third Union Budget on February 1, 2022. This year, the union budget of India is likely is to focus on the government making strides through several initiatives, including the recently set up Fintech Department......
Allspring Global Investments Commences Operations As An Independent Global Asset Manager
Investment Services News

Allspring Global Investments Hires Head of APAC ex-Japan

Fintech News Desk
by Fintech News Desk0
Allspring Global Investments (Allspring), the pure-play, independent asset manager with US$575 billion in assets under management, announced the appointment of Andy Sowerby as managing director, head of Client Group APAC ex-Japan. Reporting to Deirdre Flood, head of International Client Group, Andy will assume responsibility for leading Allspring’s business development across......
First Horizon Corporation To Participate In The KBW Winter Financial Services Symposium
Finance News

First Horizon Corporation To Participate In The KBW Winter Financial Services Symposium

Fintech News Desk
by Fintech News Desk0
First Horizon Corporation announced that President and Chief Executive Officer Bryan Jordan will participate at the KBW Winter Financial Services Symposium . Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The presentation and any related materials may include forward-looking statements, including guidance,......
CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
by Fintech News Desk0
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
by Fintech News Desk0
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office
Artificial Intelligence Fintech News

Docupace, JIFFY.ai Partner to Bring Next Generation Automation to the Back Office

Fintech News Desk
by Fintech News Desk0
Product Partnership Brings JIFFY.ai’s Integrated Intelligent Automation to the Docupace Platform Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, and JIFFY.ai, the innovative provider of true end-to-end intelligent automation applications, announce the companies are jointly developing the wealth management industry’s most powerful suite of automation......
ZeroShift DAO Set to Simplify Decentralized Finance in Highly Anticipated Launch
Cryptocurrency DeFi News

ZeroShift DAO Set to Simplify Decentralized Finance in Highly Anticipated Launch

Fintech News Desk
by Fintech News Desk0
While the market is deciding what it wants to do, a brand-new wealth management organization has successfully taken its first steps toward launching a product on one of the biggest Ethereum competitor chains, Avalanche. ZeroShift is a DAO, a decentralized autonomous organization whose goal is to simplify decentralized finance, otherwise......
Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo
Banking Finance Fintech News

Personetics Secures Over $160 Million in 2021 and Accelerates the Global Expansion of Its AI-Driven Personalization and Engagement Solutions for Financial Institutions With $85 Million Investment From Thoma Bravo

Fintech News Desk
by Fintech News Desk0
Over 120 million bank customers are now ‘self-driving’ their finances with Personetics’ Engagement Platform and improving their financial well-being Personetics’ Engagement Platform has generated over 6.5bn insights and saved for customers utilizing its business solutions over $500m Personetics partners with over 80 financial institutions in 30 global markets Personetics’ growth......
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