Search Results for: wealth manager

Principal Financial Group® strengthens commitment to global asset management
Digital Asset Management News

Principal Financial Group Strengthens Commitment To Global Asset Management

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced its investment unit will be doing business as Principal Asset Management as the company intensifies its focus on asset management. This name will highlight the firm’s deep, local knowledge, and global perspectives across all asset classes to help drive long-term investment outcomes for clients. Latest Fintech Insights : Goldman......
Saguaro Capital Management Launches Next-Generation Value Investment Firm
Investment Services News

Saguaro Capital Management Launches Next-Generation Value Investment Firm

Fintech News Desk
by Fintech News Desk0
Investment approach fuses classic fundamental research with modern data science and machine learning to improve long-term investment results Saguaro Capital Management, a value investment firm with extensive experience and expertise combining classic fundamental analysis with modern data science tools and proprietary machine learning models to produce attractive long-term returns, announced......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
by Fintech News Desk0
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
Guild Mortgage Extends Commitment to Diversity, Equity and Inclusion for Hispanic Homebuyers
Lending Mortgage News

Guild Mortgage Extends Commitment to Diversity, Equity and Inclusion for Hispanic Homebuyers

Fintech News Desk
by Fintech News Desk0
Partnership with National Association of Hispanic Real Estate Professionals (NAHREP) Aids Lender’s Efforts to Reach and Support Growing Hispanic Demographic Guild Mortgage , a growth-oriented mortgage lending company originating and servicing residential loans since 1960, is partnering with the National Association of Hispanic Real Estate Professionals, as it continues to......
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
Digital Asset Management News

Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group

Fintech News Desk
by Fintech News Desk0
Northern Trust announced the appointment of Michael Buzza as global head of Network Management & Market Strategy. Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial......
Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds
Digital Finance News

Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Bank of America and Charles Schwab Rank Highest in a Tie in Digital Participant Satisfaction While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn......
Apprentice Introduces AWI to Help Life Science Organizations Kickstart Their Digital Transformation
Cloud Digital News

Apprentice Introduces AWI to Help Life Science Organizations Kickstart Their Digital Transformation

Fintech News Desk
by Fintech News Desk0
For manufacturers to take the first step from paper to digital Apprentice, unveiled the Augmented Work Instructions (AWI) package, new capabilities within their Tempo Manufacturing Cloud. AWI is designed for life sciences companies taking the first step to move their processes from paper to a digital system. As part of the Tempo Cloud,......
Blockchain Association for Finance Announces New Board
Finance News

Blockchain Association for Finance Announces New Board

Fintech News Desk
by Fintech News Desk0
The Blockchain Association for Finance (BAF) announces the election of three new members to its Board of Directors. The newly elected Directors are Michael Chaille, Sébastien Capt and Pascal Schmohl. As at the date hereof, the Board of Directors of the Association comprises Mr. Michael Chaille, Chairman (Alpha FMC), Mr.......
Deposits Secures $5Million Seed Funding to Democratize Modern Banking and Payments
Banking Fintech Funding News

Deposits Secures $5Million Seed Funding to Democratize Modern Banking and Payments

Fintech News Desk
by Fintech News Desk0
Unveils Next-Gen Fintech Platform to Simplify Deployment for Brands, Financial Institutions and Non-Profits Plug-and-play finance startup Deposits announced a seed funding round of $5M led by ATX Venture Partners and joined by Cabal Fund, Lightspeed Venture Partners and others. Deposits’ cloud-based platform enables credit unions, community banks, insurers, retailers, and even product......
iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS
Fintech Fintech Funding News

iCapital to Acquire US Alternative Investments Feeder Fund Platform from UBS

Fintech News Desk
by Fintech News Desk0
UBS outsources feeder fund management to iCapital, supporting advisors’ focus on client outcomes iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and UBS  announced they entered into a definitive agreement whereby iCapital will acquire UBS Fund Advisor LLC,......
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