Search Results for: wealth manager

Daily FTS Roundup: The 5 Coolest Things on Earth Today
Featured Finance 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......
PNC Bank Launches Community Advisory Council With 17 New Members Appointed
Banking News

PNC Bank Launches Community Advisory Council With 17 New Members Appointed

Fintech News Desk
by Fintech News Desk0
Community Leaders Selected to Help Steer Bank’s $88 Billion Community Benefits Plan PNC Bank announced the formation of a new national Community Advisory Council (CAC) with the appointment of 17 members, who will provide ongoing guidance for the Bank’s community lending, investment, and service efforts in support of PNC’s four-year Community Benefits Plan.......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Fintech News

Applied Data Finance Builds Out Management Team

Fintech News Desk
by Fintech News Desk0
Disruptive, profitable fintech lender names Sumeet Wadhera and Jeff Andrews to lead capital markets and growth initiatives, respectively Applied Data Finance, LLC (ADF), a leading technology-enabled lender and asset manager, announced that financial services executives Sumeet Wadhera and Jeff Andrews have joined the company’s management team as Chief Capital Officer......
BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women
Investments News

BlackRock Introduces Model Portfolios Designed to Help Investment Outcomes for Women

Fintech News Desk
by Fintech News Desk0
Solution considers differences in life expectancy, income, and employment Most long-term investment products don’t consider three factors unique to women life expectancy, income gaps, and employment gaps — missing important inputs that could impact women’s long-term investing success. To address this, BlackRock created its first Model Portfolios for Women, leveraging......
AIkido Pharma, Inc. Hires Carlos Aldavero to Lead Financial Services Subsidiary
Finance News

AIkido Pharma, Inc. Hires Carlos Aldavero to Lead Financial Services Subsidiary

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Executive Joins Dominari Financial, Inc. on July 22, 2022 Anthony Hayes, CEO of AIkido Pharma Inc. announced the hiring of Carlos Aldavero as President of Dominari Financial, the recently formed financial services subsidiary of AIkido. Mr. Aldavero joins Dominari from Morgan Stanley where he was Associate Complex Manager overseeing one......
EbixCash and J&K Bank Sign Agreement to Facilitate Money Transfer Services Across the Bank’s 1,000 Branches
Banking News

EbixCash and J&K Bank Sign Agreement to Facilitate Money Transfer Services Across the Bank’s 1,000 Branches

Fintech News Desk
by Fintech News Desk0
EbixCash Limited, a technology enabled provider of digital products and services in the B2C, B2B and financial technology arena, today announced the appointment of Jammu & Kashmir Bank’s entire network spanning 1,000 branches as a sub-agent, to facilitate international remittance services for its Ria Money transfer business. The Money Transfer......
Apex Fintech Solutions Data Underscores Mounting Recession Fears and the Rise of the Crypto Millennial in Second Quarter 2022
Fintech News

Apex Fintech Solutions Data Underscores Mounting Recession Fears and the Rise of the Crypto Millennial in Second Quarter 2022

Fintech News Desk
by Fintech News Desk0
An accelerating shift into dividend stocks indicates investors may have predicted recession in the first quarter. Sentiment around crypto is divided among generations, as Gen Z investors pull back and millennial investors lean in. Apex Fintech Solutions (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth......
Cary Street Partners Grows in Hampton Roads
Finance News

Cary Street Partners Grows in Hampton Roads

Fintech News Desk
by Fintech News Desk0
Adds to Leadership Depth with Regional Management Move Cary Street Partners is pleased to announce Ian A. Holder has joined its Virginia Beach wealth management team as a Financial Advisor, Managing Director and Branch Office Manager. Ian previously served wealth management clients at Merrill Lynch for over 14 years. He......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured 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......
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