Search Results for: wealth manager

GoLogiq’s Nest Egg Completes Integration of GPT-3 AI Technology into Consumer Investing Platform
Investment Services Machine Learning News

GoLogiq’s Nest Egg Completes Integration of GPT-3 AI Technology into Consumer Investing Platform

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, announced that Nest Egg Investments has completed the integration of GPT-3 Artificial Intelligence (AI) technology into its consumer investing platform and mobile app. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive Digitalization And Exposure Risk Offering For......
Dubai International Finance Centre Grows at Record-Breaking Pace
Finance News

Dubai International Finance Centre Grows at Record-Breaking Pace

PR Newswire
by PR Newswire0
Dubai International Financial Centre (DIFC), the Middle East, Africa and South Asia region’s leading global financial centre, continued to grow at record-breaking pace in 2022. Browse The Complete News About Fintech : Payments Vital for iGaming Player Acquisition and Retention – Paysafe Research The total number of active registered companies in DIFC grew to 4,377 in......
Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity
Finance News

Orion’s New BeFi Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Fintech News Desk
by Fintech News Desk0
Wealthtech firm introduces BeFi20 tool to aid advisor-client money conversations, equipping financial advisors as quasi “life coaches” Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity. The survey results also show more than a......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

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

Fintech News Desk
by Fintech News Desk0
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......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Nations Lending Opens New Branch in Summerville
Lending Mortgage News

Nations Lending Opens New Branch in Minneapolis

Fintech News Desk
by Fintech News Desk0
Company taps Mike Cass to lead first Minnesota branch Nations Lending, a leading full-service national mortgage lender, has announced the opening of its newest branch in Minneapolis, Minnesota. The company has hired industry veteran Mike Cass as Area Sales Manager, where he will be responsible for the continued growth of......
Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth
News Trading

Vicus Capital Uses Intelliflo Redblack’s Rebalancing and Trading to Support Dramatic AUM Growth

Fintech News Desk
by Fintech News Desk0
intelliflo announced that State College, Pa. based Vicus Capital has leveraged intelliflo redblack, its leading portfolio rebalancing and trading platform, to support the growth of the firm’s revenue and surpass $2 billion in assets under management (AUM). Vicus Capital has leveraged @intellifloltd redblack’s rebalancing and trading to support dramatic AUM......
Hamilton Lane's $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize
Fintech Funding Investment Services News

Hamilton Lane’s $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize

Fintech News Desk
by Fintech News Desk0
New Securitize Fund Requires Minimum Investment of $20,000, Down from ~$5 Million, Tokenized Exclusively on Polygon Individual investors can now access Hamilton Lane‘s flagship direct equity fund, Equity Opportunities Fund V through a new Securitize feeder fund tokenized on Polygon. Leading private markets investment firm Hamilton Lane recently closed the Fund on nearly......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
PIMCO Launches New Preferred and Capital Securities Active Exchange-Traded Fund
Investment Services News

PIMCO Launches New Preferred and Capital Securities Active Exchange-Traded Fund (PRFD)

Fintech News Desk
by Fintech News Desk0
The fund will invest primarily in Preferred and Capital Securities, which may provide investors diversification, favorable tax treatment, and opportunity for attractive yields PIMCO, one of the world’s premier fixed income investment managers, is expanding its actively managed exchange-traded fund suite with the addition of a new ETF that aims......
1