Search Results for: wealth management technology

How to Succeed at Investing: 5 Tried-And-True Tips
Featured Finance Investments News Stock Market

How to Succeed at Investing: 5 Tried-And-True Tips

Fintech News Desk
by Fintech News Desk0
It seems like there’s never a shortage of slick financial “gurus” who claim they’ve just discovered a foolproof investing method that’s guaranteed to provide high returns with no risk. But if someone tries to get inside your pocketbook by making those kinds of promises, you’d better run the other way. The......
Filogix Appoints Jerry Lo to Lead Digital Strategy in the Canadian Mortgage Industry
Digital Fintech News

Filogix Appoints Jerry Lo to Lead Digital Strategy in the Canadian Mortgage Industry

Fintech News Desk
by Fintech News Desk0
Jerry Lo has joined Filogix, a Finastra company, as Vice President, Filogix. In this role, he will advance Filogix’s mission to modernize the Canadian mortgage industry by digitizing mortgage processes. Lo brings to Filogix a strong entrepreneurial background in real estate and mortgage technology. He was a partner and shareholder of a company that......
SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform
Fintech InsurTech News

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

Fintech News Desk
by Fintech News Desk0
Financial professionals can now find, analyze, and implement a range of annuity solutions from Nationwide in SIMON’s centralized Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as......
Melvin L. Flowers Appointed to Broadridge Board of Directors
Finance Fintech Investments News

Melvin L. Flowers Appointed to Broadridge Board of Directors

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, is pleased to announce the appointment of Melvin L. Flowers as an independent member of its Board of Directors, effective June 8, 2021. Following his appointment, Broadridge’s Board consists of 11 members, 9 of whom are independent. Mr. Flowers worked at Microsoft Corporation for......
Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv
Blockchain Finance Fintech News

Consumers Can Safely Share Their Cryptoasset Investment Data with First-in-Market Capability from Fiserv

Fintech News Desk
by Fintech News Desk0
Integration of AllData Aggregation from Fiserv with Verady will provide consumers a view of cryptoassets alongside other financial data Fiserv, Inc., a leading global provider of payments and financial services technology solutions, will enable consumers to share data on their cryptoasset holdings with their fintech apps and service providers, including......
Foundations Investment Advisors Equips its Financial Advisors with Riskalyze
Finance News Risk Management

Foundations Investment Advisors Equips its Financial Advisors with Riskalyze

Fintech News Desk
by Fintech News Desk0
A rapidly growing firm with over $2.3B in AUM, Foundations chooses Riskalyze for its state-of-the-art client engagement tools Riskalyze and Foundations Investment Advisors (Foundations) announced an enterprise agreement to deliver more than 180 financial advisors around the nation access to Riskalyze’s industry-leading risk alignment and portfolio analytics platform. With an expanding network......
Citi Continues to Expand Its Impact Fund Portfolio with Five New Investments
Banking Finance Fintech News

Citi Continues to Expand Its Impact Fund Portfolio with Five New Investments

Fintech News Desk
by Fintech News Desk0
More than Half of Fund’s Total Investments are in Minority-Owned and Women-Owned Companies Citi announced its next round of investments through the Citi Impact Fund, a $200 million fund launched in 2020 to invest in companies that are addressing some of the biggest societal challenges. The new companies included in......
Futu Sustains Leading Position by Obtaining "BBB" Credit Rating from S&P, Becoming First Online Brokerage in APAC with International Rating
Finance Fintech News Risk Management

Futu Sustains Leading Position by Obtaining “BBB” Credit Rating from S&P, Becoming First Online Brokerage in APAC with International Rating

Fintech News Desk
by Fintech News Desk0
Futu Holdings Limited, a leading tech-driven online brokerage and wealth management platform, is pleased to announce that it has obtained a “bbb” GCP (group credit profile) and a “BBB” investment grade long-term issuer credit rating from S&P Global Ratings (“S&P”). The outlook on the long-term rating is stable. S&P expects......
SRAX to Host Jaime Rogozinski, Rishi Khanna, and Matt Hulsizer as Keynote Speakers at the 11th Annual LD Micro Invitational
Fintech News

SRAX to Host Jaime Rogozinski, Rishi Khanna, and Matt Hulsizer as Keynote Speakers at the 11th Annual LD Micro Invitational

Fintech News Desk
by Fintech News Desk0
SRAX, Inc, a financial technology company that unlocks data and insights for publicly traded companies through Sequire, its SaaS platform, announced several prominent keynote speakers for the 2021 LD Micro Invitational, a prominent 3-day virtual investor conference that will be held via their Sequire Virtual Events platform on June 8th-10th,......
Kirobo Makes Crypto Transfer 'undo button' Available for UNI, Chainlink, BNB, USDT, Sushi & KIRO Transactions
Blockchain Cryptocurrency Currency Exchange Finance Fintech News

Kirobo Makes Crypto Transfer ‘undo button’ Available for UNI, Chainlink, BNB, USDT, Sushi & KIRO Transactions

Chandni Maske
by Chandni Maske0
– Announcement extends reach of Kirobo’s solution to over 4.5 million holders of these coins – Kirobo eliminates cryptocurrency transaction risks and makes crypto management as simple and secure as online banking – Kirobo recently received a strategic investment from DigiMax and added crypto pioneer Brock Pierce to its Advisory......
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