Search Results for: wealth management technology

Interim Budget 2024 in lines with the PM Modi's Vision of Viksit Bharat by 2047 Says Economists
Fintech News

Interim Budget 2024 in lines with the PM Modi’s Vision of Viksit Bharat by 2047 Says Economists

PR Newswire
by PR Newswire0
NID hosts Post-Budget discussion with the theme “Two Decades of ModiNomics: The Journey of Economic & Inclusive Development from Gujarat to Bharat” at Chandigarh University. Eminent economists, Industry Experts and Professionals hailed the 2024 Interim Budget presented by the Union Government on Wednesday and termed it as a forward-looking budget......
New-Benefits-&-Financial-Services-Joins-Forces-with-Integrity-to-Offer-Innovative-Insurtech-Solutions-for-Agents-to-Better-Serve-Their-Clients
Fintech News

Integrity Marketing Group, LLC Partners With New Benefits & Financial Services

Fintech News Desk
by Fintech News Desk0
New Benefits & Financial Services seeks to improve access to life, health and wealth resources for the community by utilising Integrity’s full-service technology suite. By Global FinTech Series News Desk  Integrity Marketing Group, LLC, a distributor of life and health insurance, and provider of wealth management and retirement planning solutions,......
Powder’s AI-Powered Co-Analyst for Financial Advisors Steps into the Spotlight at T3 FinTech Conference
Artificial Intelligence Finance Fintech

Powder Finance, Inc. Announced Gen AI Tool – Powder

Business Wire
by Business Wire0
Powder accelerates sales and client engagement process, onboarding, and service workflows to streamline and grow wealth management firms Powder Finance, Inc. (Powder), a fintech innovator in developing next generation tools that help financial advisors streamline and grow their businesses, today announced that Powder, a generative artificial intelligence powered tool designed......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
by PR Newswire0
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
High Circle Partners with FirstBank and Treasury Prime to Launch New Suite of High- Yield Commercial Checking Accounts for High Net-Worth Individuals and Businesses
Banking News

High Circle Partners with FirstBank and Treasury Prime to Launch New Suite of High- Yield Commercial Checking Accounts for High Net-Worth Individuals and Businesses

PR Newswire
by PR Newswire0
Innovative products include high-yield commercial checking accounts with up to $125M in FDIC insurance and ACH and wire transfer capabilities Treasury Prime, a leading embedded banking software company, is powering a new strategic partnership between FirstBank, a Tennessee Corporation, Member FDIC, and High Circle, a banking and investment platform, designed to minimize risk......
SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers
Fintech Investments News

Investment Opportunities Abound in 2024, Say Natixis Affiliated Investment Managers

Business Wire
by Business Wire0
Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Gateway Investment Advisers, Harris Associates, Loomis Sayles, Mirova, and Vaughan Nelson Investment Management Provide 2024 Market Outlooks n 2023, a bull market in stocks surprised while bonds saw an uptick in performance during the fourth quarter.......
Empower to Encourage Americans to Confront Everyday Money Concerns
Fintech News

Empower to Encourage Americans to Confront Everyday Money Concerns

Fintech News Desk
by Fintech News Desk0
Empower to answer 86% of America’s money questions with new TV spots for “What’s Next” brand campaign  By Global FinTech Series  The majority of Americans have questions about money like where to spend it and how to save it, though nearly 1 in 3 worry they’ll be judged for asking.1......
COCA and Wirex Unveil World's First MPC Wallet with Non-Custodial Debit Card
Cryptocurrency News

COCA and Wirex Unveil World’s First MPC Wallet with Non-Custodial Debit Card

PR Newswire
by PR Newswire0
Aimed at simplifying the transition between cryptocurrency and traditional spending, it’s a product poised to redefine user experience in the fintech sector. COCA, in partnership with Wirex, a leading Web3 money app, has unveiled the world’s first Multi-Party Computation (MPC) wallet accompanied by a non-custodial debit card. This innovative product marks......
AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery
Artificial Intelligence Fintech News

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery

Fintech News Desk
by Fintech News Desk0
Asset Link is connecting asset managers, advisors, and accredited investors to revolutionise capital introductions AssetLink, an AI-powered, bidirectional platform for asset managers and financial advisors, officially launches today. Led by Devon Drew, founder & CEO, the platform connects buyers and sellers, bringing efficiency and to investment discovery. “The future of......
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