Search Results for: wealth manager

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services
Finance News

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services

Fintech News Desk
by Fintech News Desk0
Firm Specializes in Serving Leading Investment Management Firms Including Hedge Fund, Private Equity, Venture Capital, and Family Offices FFL Partners (“FFL”), a private equity firm focused on growth investments in tech-enabled business services and healthcare companies, today announced that it has completed a strategic growth investment in Abacus Group (“Abacus,”......
Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools
Investments News

Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools

Fintech News Desk
by Fintech News Desk0
Growing Number of Outsourced Chief Investment Officer (“OCIO”) Firms Adopt Data Aggregation Technology, Impact Scores, and Benchmarking Metrics Developed by Lenox Park Solutions as Standard Tools to Measure Diversity, Equity and Inclusion (“DEI”) Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Lenox Park Solutions, Inc. (“Lenox Park”,......
Leader Bank Welcomes Liana Gukasyan to Elevate Banking Team
Banking News

Leader Bank Welcomes Liana Gukasyan to Elevate Banking Team

Fintech News Desk
by Fintech News Desk0
Leader Bank is excited to welcome Liana Gukasyan to the Elevate Banking team. Based in California, Liana will serve as an Assistant Vice President and Elevate Banking Relationship Manager with the Bank. Latest Fintech News: Advisor360° Introduces New Beneficiaries Capability for Insurance Policies “We are tremendously excited to welcome Liana to our Elevate Banking......
Keytos EZCA Now Available in the Microsoft Azure Marketplace
Cryptocurrency News

Keytos EZCA Now Available in the Microsoft Azure Marketplace

Fintech News Desk
by Fintech News Desk0
Microsoft Azure customers worldwide now gain access to EZCA an Azure based Certificate Authority to take advantage of the scalability, reliability and agility of Azure to drive application development and shape business strategies. Keytos Security announced the availability of EZCA in the Microsoft Azure Marketplace, an online store providing applications......
Oracle Payment Cloud Service Lets Restaurants Accept All Major Payment Options and Eliminate Hidden Fees
Digital Payments News

Oracle Payment Cloud Service Lets Restaurants Accept All Major Payment Options and Eliminate Hidden Fees

Fintech News Desk
by Fintech News Desk0
With a fixed fee rate and no long-term contract, new payment processing service enables restaurants to avoid excessive costs while giving diners choice in how they pay The accelerated use of digital payments has created more options for diners, but also complexity and cost for restaurants. Eliminating this headache, Oracle......
GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions
Investment Services News

GAM Investments Streamlines Risk Management with Bloomberg Buy-side Workflow Solutions

Fintech News Desk
by Fintech News Desk0
Bloomberg announced that GAM Investments, a leading independent pure-play asset manager, has adopted an integrated suite of Bloomberg buy-side workflow solutions to streamline risk and portfolio management across the enterprise. The suite provides GAM with the ability to seamlessly manage market risk exposure and liquidity and investment risk, notably with......
Advisor360° Introduces New Beneficiaries Capability for Insurance Policies
InsurTech News

Advisor360° Introduces New Beneficiaries Capability for Insurance Policies

Fintech News Desk
by Fintech News Desk0
Financial advisors can see and report beneficiaries consolidated across investment and insurance products for a more connected digital wealth experience Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management industry, announced a significant cross-product enhancement to its existing Beneficiaries capability. Financial advisors are now......
Esquire Financial Holdings Added to Membership of Russell 3000 Index
Finance News

Esquire Financial Holdings Added to Membership of Russell 3000 Index

Fintech News Desk
by Fintech News Desk0
Esquire Financial Holdings, Inc. announced that it has been added as a member of the broad-market Russell 3000 Index, effective June 27, 2022, as part of the 2022 Russell indexes reconstitution. Based upon its membership in the Russell 3000® Index, Esquire has also become a member of the small-cap Russell 2000® Index. Latest......
Masatoshi Komoriya Appointed Executive Chairman of the Board of MUFG Americas Holdings Corporation and MUFG Union Bank, N.A.
Banking News

Masatoshi Komoriya Appointed Executive Chairman of the Board of MUFG Americas Holdings Corporation and MUFG Union Bank, N.A.

Fintech News Desk
by Fintech News Desk0
MUFG, one of the world’s leading financial groups, announced that Masatoshi (Masa) Komoriya has been appointed Executive Chairman of the board of directors for MUFG Americas Holdings Corporation and its U.S. banking subsidiary, MUFG Union Bank, N.A., effective June 30, 2022. A member of the board of directors since April 2022,......
Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine
Finance News

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

Fintech News Desk
by Fintech News Desk0
Sunstone Trust Company, the only trust company focused on protecting the wealth and serving the interests of families and individuals who have immigrated to the United States, is pleased to announce the appointment of expert trust industry executive Anna Fedosova-Caldera as Chief Fiduciary Officer. Latest Fintech News: Lucinity & Experian Partner......
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