Tag : assets under management

Valkyrie Investments Tops $1 Billion in Assets Under Management
Digital Asset Management News

Valkyrie Investments Tops $1 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
The firm hits this milestone after launching several products over the past year including multiple exchange traded funds Valkyrie Investments, a leading investment manager focused on digital assets, is excited to announce that it has now topped $1 billion in assets under management (AUM). Valkyrie Investments is the parent company of exchange......
Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
by Fintech News Desk0
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Finance Fintech Investments News

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report

Fintech News Desk
by Fintech News Desk0
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption With near-record revenue levels in 2020 for investment banks (sell-side) and strong assets under management (AUM) growth for wealth and asset managers (buy-side), the capital markets industry faces a critical opportunity to accelerate technology investments to......
Front_-The-Strategic-Investment-Platform_-Names-Adam-Israel-As-New-COO
Artificial Intelligence Banking Business Fintech Investment Services News

Front, The Strategic Investment Platform, Names Adam Israel As New COO

Fintech News Desk
by Fintech News Desk0
Front, the first strategic investment platform that puts data-driven investment guidance in the hands of a new generation of investors with FISCO technology, today announced Adam Israel as the new COO. Adam brings decades of financial services experience to this fast-growing fintech startup, previously managing strategic broker dealer initiatives at......
Front-Launches-to-Change-the-Stock-Market-Game_-Give-Smart-Investing-Insights-to-the-People
Artificial Intelligence Business Fintech Investment Services News Trading

Front Announces Official Launch to Empower Next Generation of Investors with Strategic Investing, FISCO

Fintech News Desk
by Fintech News Desk0
Front, the first strategic investment platform that puts data-driven investment guidance in the hands of a new generation of investors, today announced the public launch of their fintech app that gives everyone access to AI-driven FISCO stock scoring technology for free. Read More: Reef Finance Becomes the Marquee Project in Pioneering......
MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
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MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

Fintech News Desk
by Fintech News Desk0
The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020 MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of......
Morgan Stanley to Acquire Eaton Vance
Business Fintech Investment Services News

Morgan Stanley to Acquire Eaton Vance

Fintech News Desk
by Fintech News Desk0
Creates a Leading Asset Manager Positioned for Growth Advances Morgan Stanley’s Strategic Transformation Morgan Stanley (NYSE: MS) and Eaton Vance Corp. (NYSE: EV) have entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance, a leading provider of advanced investment strategies and wealth management solutions with over......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey
Fintech News

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support From Asset Managers and Technology, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
 Broadridge Financial Solutions, a global Fintech leader, released results from a survey of over 300 financial advisors, revealing that financial advisors are accelerating the transition of their business models to offer more holistic financial wellness services. Read More: Amidst COVID-19 Pandemic, QUID To Provide Cash To Illiquid & Laid Off Employees......
SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate
Business Fintech News

SmartAsset Launches ‘Live Connections,’ a New Client Acquisition Program for Financial Advisors With a 100% Contact Rate

Fintech News Desk
by Fintech News Desk0
White Glove Match-Making Service Allows Real-Time Connections Between Financial Advisors and Validated Prospects Across America SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the official launch of ‘Live Connections,’ a service that allows a Financial Advisor to connect......
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