Search Results for: wealth management technology

Altafid Launches First Fiduciary Financial Services Marketplace
Finance News

Altafid Launches First Fiduciary Financial Services Marketplace

Fintech News Desk
State-of-the-art digital platform provides direct access to a wide range of financial services from best-in-class global institutions, building a marketplace where different industry players, from custodians to financial planners, interact Firm’s proprietary technology enables greater access, lower fees, and broader availability of products and services for the world’s growing investor......
Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services
InsurTech News

Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

Fintech News Desk
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the merger of its client, Peak Performance Team, Inc. with PCF Insurance Services of the West, LLC. The acquisition closed on July 15, 2022. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG......
AIkido Pharma, Inc. Hires Carlos Aldavero to Lead Financial Services Subsidiary
Finance News

AIkido Pharma, Inc. Hires Carlos Aldavero to Lead Financial Services Subsidiary

Fintech News Desk
Morgan Stanley Executive Joins Dominari Financial, Inc. on July 22, 2022 Anthony Hayes, CEO of AIkido Pharma Inc. announced the hiring of Carlos Aldavero as President of Dominari Financial, the recently formed financial services subsidiary of AIkido. Mr. Aldavero joins Dominari from Morgan Stanley where he was Associate Complex Manager overseeing one......
EbixCash and J&K Bank Sign Agreement to Facilitate Money Transfer Services Across the Bank’s 1,000 Branches
Banking News

EbixCash and J&K Bank Sign Agreement to Facilitate Money Transfer Services Across the Bank’s 1,000 Branches

Fintech News Desk
EbixCash Limited, a technology enabled provider of digital products and services in the B2C, B2B and financial technology arena, today announced the appointment of Jammu & Kashmir Bank’s entire network spanning 1,000 branches as a sub-agent, to facilitate international remittance services for its Ria Money transfer business. The Money Transfer......
Apex Fintech Solutions Data Underscores Mounting Recession Fears and the Rise of the Crypto Millennial in Second Quarter 2022
Fintech News

Apex Fintech Solutions Data Underscores Mounting Recession Fears and the Rise of the Crypto Millennial in Second Quarter 2022

Fintech News Desk
An accelerating shift into dividend stocks indicates investors may have predicted recession in the first quarter. Sentiment around crypto is divided among generations, as Gen Z investors pull back and millennial investors lean in. Apex Fintech Solutions (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth......
Carefull Further Bridges Generations for Banks and Advisors with New Platform Features
Banking News

Carefull Further Bridges Generations for Banks and Advisors with New Platform Features

Fintech News Desk
To foster relationship continuity between seniors and their adult children, Carefull launches Vault and Trusted Contacts Carefull, the first digital platform built to protect and manage the daily finances of older adults, announced two new product features: Vault and Trusted Contacts. Integrated into the Carefull platform, these state-of-the-art features directly......
FICO Insights More than 3 in 5 Indonesians Experienced a Drop in Income Due to Pandemic Many Will Switch Banks in 2022
Banking News

FICO Insights More than 3 in 5 Indonesians Experienced a Drop in Income Due to Pandemic Many Will Switch Banks in 2022

Fintech News Desk
Intent to switch in 2022 notably higher than last year, especially for the mass affluent FICO, confirmed that the pandemic has aggravated financial hardship for retail banking consumers in Indonesia, with more than 3 in 5 experiencing a drop in income. It has also revealed that many are motivated to......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Onramp Invest Raises $7 Million to Complete Series A Funding
Fintech Funding News

Onramp Invest Raises $7 Million to Complete Series A Funding

Fintech News Desk
San Diego firm partners with JAM FINTOP and EJF Capital to continue building the digital asset ‘start button’ for financial professionals. Onramp Invest, the premier, turnkey digital asset platform for financial professionals, has completed its Series A funding round with a total of $7 million raised from lead investors JAM FINTOP and......
Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office
Finance News

Integrated Partners Appoints Stephen Kolano, CFA, to the Integrated Family Office

Fintech News Desk
Experts in family/business law; business management; private lending; and CPA services will align cohesively Integrated Partners, a national financial planning and registered investment advisory (RIA) firm, announced it has hired Stephen Kolano, CFA, as its Managing Director, Investments for the Integrated Family Office, which will provide ultra-high-net-worth families with a......
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