Search Results for: wealth management technology

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform
Fintech News Trading

Hightower Forms Enterprise Relationship with Riskalyze to Empower Financial Advisors with Seamless Trading, Client Communication Platform

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Hightower Advisors, a registered investment advisor with $80 billion assets under management and 115 advisory businesses across the U.S., today announced the deepening of their enterprise relationship providing all Hightower-affiliated advisors, who have......
Cristóbal Conde Appointed Chairman of FinTech and GovTech Leader Fimatix
Finance Fintech Investment Services News

Cristóbal Conde Appointed Chairman of FinTech and GovTech Leader Fimatix

Fintech News Desk
by Fintech News Desk0
Fimatix has announced the appointment of Cristóbal Conde as Non-Executive Chairman effective from 23 March 2021. Formerly Chairman of Calastone, the major global funds network recently sold to The Carlyle Group, Conde brings a wealth of business, fintech and investment experience. He will work closely with the senior management team......
Voya Launches Advisor Managed Accounts Program
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Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
Solactive Financial Index firm selects QUODD to Fuel Market Data for ETFs and Indices
Fintech Investment Services Investments News

Solactive Financial Index firm selects QUODD to Fuel Market Data for ETFs and Indices

Fintech News Desk
by Fintech News Desk0
QUODD Financial Information Services, a business unit of Financeware, a NewSpring Holdings platform company, has entered into a commercial agreement with Solactive, a German index engineering company. Solactive is using QUODD’s high quality and timely US Options and futures data to accurately develop and maintain their industry leading indices. This......
Celsius Strengthens Its Executive Leadership Team With Key Hires From Big Banking
Banking Cryptocurrency News Risk Management

Celsius Strengthens Its Executive Leadership Team With Key Hires From Big Banking

Fintech News Desk
by Fintech News Desk0
Celsius announces Rodney Sunada-Wong as Chief Risk Officer and Vijay Konduru as Chief Marketing Officer and Head of Analytics Celsius, the industry-leading cryptocurrency rewards-earning platform, announces Rodney Sunada-Wong as Chief Risk Officer and Vijay Konduru as Chief Marketing Officer and Head of Analytics. Reaching a milestone of over $10 billion in digital assets earlier this month, Celsius......
Opera Hires PayPal and WeChat Pay Veteran Allen Hu as New EVP of its Fintech Arm, Dify
Digital Payments Fintech Investment Services News

Opera Hires PayPal and WeChat Pay Veteran Allen Hu as New EVP of its Fintech Arm, Dify

Fintech News Desk
by Fintech News Desk0
Opera Limited, one of the world’s major browser providers with 380 million monthly active users globally, announced it has hired PayPal veteran Allen Hu to become new Executive Vice President (EVP) of Dify, Opera’s fintech arm. An expert in financial technology and payments, Allen Hu will lead the Dify business. He brings a......
Voya Financial Announces New Operating Model to Advance Its Growth Strategy
Investment Services Investments News

Voya Financial Announces New Operating Model to Advance Its Growth Strategy

Fintech News Desk
by Fintech News Desk0
Evolved model will position Voya’s Retirement, Employee Benefits and Investment Management businesses for continued growth Michael Smith and Charles Nelson named vice chairmen Heather Lavallee named CEO, Wealth Solutions and Robert Grubka named CEO, Health Solutions Voya Financial, Inc., announced several updates to its operating model and leadership team. The......
Trulite Announces Leadership Changes
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Trulite Announces Leadership Changes

Fintech News Desk
by Fintech News Desk0
Trulite, Inc. is pleased to announce recent additions to its board of directors. The changes are preparing the company for its new positioning in the growing hydrogen and clean power technologies market. Chairman of the board, John White, who represents the largest investor group, said the board additions are effective January 1, 2021.......
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