Tag : Asset Managers

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing
Finance Fintech News

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

PR Newswire
Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies Global Fintech leader Broadridge Financial Solutions, Inc. announced today that it has acquired AdvisorTarget, a market leader in providing asset management and wealth management firms with data products to help power digital marketing, sales and......
U.S. Bank Adds New Division to Serve Private Capital Asset Managers
Banking Fintech News

U.S. Bank Adds New Division to Serve Private Capital Asset Managers

Business Wire
Stephen Jeselson to lead new team, which will serve more than 200 existing private capital clients U.S. Bank announced it has launched a new division dedicated to serving private capital firms and global asset managers. The Private Capital and Global Asset Management division brings together all parts of the bank......
Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers
Cryptocurrency News

Blockchange Inc. Rebrands to BITRIA, Reflecting Success of Strategic Focus on Crypto SMA and TAMP Solutions for Asset Managers and Wealth Managers

Fintech News Desk
Adoption of BITRIA Platform’s Brand at Company Level Reflects Its Popularity, Marks Launch of New Wave of Enhancements and Features Blockchange Inc., the pioneering leader in digital asset investing solutions for financial advisors and asset managers, today announced that it is rebranding to BITRIA, A Division of Blockchange Inc., or BITRIA for short. The adoption......
Net Purpose Joins Investment Association’s FinTech Accelerator
Fintech Investment Services News

Net Purpose Joins Investment Association’s FinTech Accelerator

Fintech News Desk
Net Purpose, a global impact data provider for responsible, sustainable and impact investors, has been chosen to take part in the Investment Association’s FinTech hub, IA Engine. The six-month accelerator programme aims to connect innovative FinTech companies with forward-looking investment managers and to spur industry transformation. The programme was established......
BlockFi Names Lei Lei Director of Institutional Sales - Real Money Clients
Capital Markets Cryptocurrency Fintech InsurTech News

BlockFi Names Lei Lei Director of Institutional Sales – Real Money Clients

Fintech News Desk
BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced that Lei Lei has joined the company as Director of Real Money Clients, Institutional Sales to cover endowments, pension funds, asset managers, insurance companies, corporate entities, and sovereign wealth......
Amsterdam-Trade-Bank-provides-EUR-40-mn-debt-funding-for-creditshelf-platform
Banking Fintech Fintech Funding News Risk Management

Amsterdam Trade Bank Provides EUR 40 Mn Debt Funding For Creditshelf Platform

Fintech News Desk
creditshelf Aktiengesellschaft, the leading credit platform for digital SME finance in Germany, expands its investor base and gains Amsterdam Trade Bank as a new strategic investor. The company is thereby strengthening its debt financing base on the creditshelf platform and laying the foundation for further growth. Read More: Aurora Mobile Partners......
A Year in Review: LexisNexis Risk Solutions Survey Uncovers Impacts of COVID-19 Pandemic on Financial Crime Compliance for Financial Institutions
Fintech Investment Services News Risk Management

A Year in Review: LexisNexis Risk Solutions Survey Uncovers Impacts of COVID-19 Pandemic on Financial Crime Compliance for Financial Institutions

Fintech News Desk
The U.S. and Canadian Compliance Industry Reveal Compliance Costs Drivers in 2020 LexisNexis Risk Solutions published an infographic summarizing the survey results of U.S. and Canadian compliance professionals on the range of challenges that financial institutions have experienced during the COVID-19 pandemic. The survey outlines the issues that many financial......
PIMCO_-Man-Group_-IHS-Markit_-State-Street_-Microsoft-and-McKinsey-Join-Forces-on-New-Asset-Management-Operating-Platform
Artificial Intelligence Business Fintech News

PIMCO, Man Group, IHS Markit, State Street, Microsoft and McKinsey Join Forces On New Asset Management Operating Platform

Fintech News Desk
PIMCO, Man Group, IHS Markit, State Street, Microsoft and McKinsey & Company today announced the intention to form a new technology-led company, HUB, to build a cloud-based operating platform aimed at transforming asset managers’ operations technology. The company selected Microsoft as its technology platform provider to empower HUB to develop......
Tora strikes deal with Japan's Revolution Co Ltd
Business Fintech News Trading

TORA Integrates OEMS Platform with TP ICAP’s Fusion RFQ for Enhanced Single Stock Equity & ETF Trading

Fintech News Desk
TORA, the provider of industry-leading trading technology, has today announced that it has integrated its order & execution management system (OEMS) with leading provider of financial market services, TP ICAP and their Fusion RFQ engine. The new integration enables TORA’s Equity & ETF clients to access greater liquidity through Fusion......
Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers
Fintech Fintech Funding Investment Services News

Morningstar Formally Integrates ESG into Its Analysis of Stocks, Funds, and Asset Managers

Fintech News Desk
As assets and interest in sustainable investing continue to grow, Morningstar unpacks ESG risks to meet investor demand for in-depth qualitative and quantitative research to curate ESG investment choices Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has begun formally integrating environmental, social, and governance (ESG)......
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