Search Results for: wealth manager

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
Fintech Funding News

Morningstar Funds Trust Board of Trustees Elects New Independent Trustee

Fintech News Desk
by Fintech News Desk0
Timothy Reese Brings 30 Years of Management, Operations and Institutional Finance Experience and Expertise within Public and Private Finance Morningstar Funds Trust Board of Trustees announced the appointment of Timothy A. Reese as an Independent Trustee. Latest Fintech News: GreenBox POS and Armanino Sign Partnership To Attest to All GreenBox Custodial Accounts in......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
Capital Bank Launches ZRent in Partnership with ZSuite Technologies
Banking News

Capital Bank Launches ZRent in Partnership with ZSuite Technologies

Fintech News Desk
by Fintech News Desk0
Capital Bank, N.A., announced today the addition of ZRent to its already robust portfolio of tech forward solutions in partnership with ZSuite Technologies, Inc. Latest Fintech News: Hi Marley Names Boston Tech Veteran Jonathan Tushman as New Chief Product Officer ZRent is a digital platform created by ZSuite Technologies, a leading......
The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited
Finance Investment Services News

The Marygold Companies Completes Acquisition of Tiger Financial & Asset Management Limited

Fintech News Desk
by Fintech News Desk0
Transaction Enables Company to Expand Financial Services Offerings Throughout the U.K. The Marygold Companies, Inc. announced completion of the previously announced acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a U.K. based investment adviser, for £1.5 million (approximately US$1.9 million) in cash, plus net current assets estimated to be......
Generation Z are More Conservative Investors Than You May Think Data from Financial Platforms Moomoo and Futubull Shows
Finance News

Truist debuts new Client-Centered Innovation and Technology Center in Charlotte

Fintech News Desk
by Fintech News Desk0
Will house new emerging technologies program with founding partners AWS, Verizon and Unqork Truist Financial Corporation announced the grand opening of its Innovation and Technology Center, a space designed to reimagine the client experience for the more than 6 million interactions that take place daily at Truist. The 100,000-square-foot, state-of-the-art......
Peoples Hires Jessica Brown as Chief Financial Officer
Finance News

Peoples Hires Jessica Brown as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Peoples State Bank announced that Jessica Brown, CPA, has joined the Peoples team as Senior Vice President and Chief Financial Officer (CFO). Brown is responsible for managing the capital funding and profitability of the bank with high-quality financial reporting to investors and bank regulators. Latest Fintech News: Flexa to Acquire Drop......
Digital Asset Management Platform Rooba Finance Raises $1.3 Million in Seed Round
Cryptocurrency Digital Asset Management Featured News

Digital Asset Management Platform Rooba Finance Raises $1.3 Million in Seed Round

Sudipto Ghosh
by Sudipto Ghosh0
Rooba Finance is a platform that enables businesses and institutions to support trade and custody digital assets securely Institutional Crypto & Digital Asset Management Platform Rooba Finance has raised $1.3 Million in a Seed round led by Inflection Point Ventures. It also saw participation from LetsVenture, Endurance Capital, KubeVC and......
Finastra Adds Lozenge Analytics Complex Calculation Capabilities to Fusion KTP for Treasury Customers
Fintech News

Finastra Adds Lozenge Analytics Complex Calculation Capabilities to Fusion KTP for Treasury Customers

Fintech News Desk
by Fintech News Desk0
Users will benefit from advanced treasury and risk management capabilities Finastra announced a partnership with Lozenge Analytics, offering the capabilities to Fusion KTP customers. The combined solution, available in the cloud or on-premise, is available to clients in France and the Benelux region, with the potential to expand into other geographies in......
FTFT Asset Management Business Eligible to Manage Virtual Assets
Digital Payments News

FTFT Asset Management Business Eligible to Manage Virtual Assets

Fintech News Desk
by Fintech News Desk0
Future FinTech Group Inc. a blockchain application technology developer and fintech service provider, announced that Nice Talent Asset Management Limited its 90%-owned Hong Kong-based asset management company, has become eligible to manage virtual assets under certain conditions and the asset class is below 10% of gross asset value of its......
J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business
Banking News

J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Private Bank announced that six seasoned advisors who collectively oversaw more than $2 billion in client assets in their prior positions have joined the firm in New York. The Private Bank’s New York region has seen extensive growth over the past five years and has doubled its business in terms of assets......
1