Tag : AUM

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......
corfinancial Inks Partnership With Technology Consultancy F2 Strategy
Business Fintech News Risk Management

corfinancial Inks Partnership With Technology Consultancy F2 Strategy

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, reports that it has hired wealth management consultancy F2 Strategy. Read More: Simple Announces Launch of Tax Refund Feature to Automate Savings for Customers “Our second objective is to communicate the value of ESG management to wealth......
Vested Finance’s AUM Jumps 10-Fold in Nine Months
Fintech Fintech Funding Investment Services News

Vested Finance’s AUM Jumps 10-Fold in Nine Months

Fintech News Desk
by Fintech News Desk0
Vested Finance, an online investment platform that enables Indian investors to invest in the US stock market saw total investments in the US markets from India grew 20% month-on-month in May 2020. The platform registered 30% growth in the number of people who have transferred USD into their accounts for......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
by Fintech News Desk0
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
Pagaya Hires Five Finance Industry Veterans, Further Driving Firm’s Transformation of Asset Management
Business Fintech News

Pagaya Closes $200 Million Consumer Credit ABS

Fintech News Desk
by Fintech News Desk0
Firm Reaches $1.5 Billion Assets Under Management, Expands PAID Shelf Pagaya, a global financial technology company using artificial intelligence (AI) to reshape asset management, announced the closing of a consumer credit asset-backed security (ABS) at $200 million led by structuring agent Cantor Fitzgerald. This is Pagaya’s sixth securitization in the......
Grayscale Bitcoin Trust Announces Resumption of Private Placement
Cryptocurrency Investment Services News

Grayscale Bitcoin Trust Announces Resumption of Private Placement

Fintech News Desk
by Fintech News Desk10
Grayscale Investments, the world’s largest digital currency asset manager and sponsor of Grayscale Bitcoin Trust announced that the Trust will resume the private placement of its shares. The Trust’s private placement is offered on a periodic basis throughout the year and is now currently available to accredited investors for daily......
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