Tag : Fidelity Investments

Artificial Intelligence Banking Digital Payments Finance Fintech Interviews Risk Management Security

Global Fintech Series Interview with Vall Herard, CEO of Saifr

Paroma Sen
by Paroma Sen0
Hi Vall, tell us about yourself and more about your role at Saifr… I’m the CEO of Saifr, an AI-powered risk prevention and management solution for safeguarding consumers and organizations. Saifr is a part of Fidelity Labs, Fidelity Investments’ in-house fintech incubator. Like most folks, I’ve made a few strategic......
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
by Business Wire0
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
Next-Gen Visionaires Fidelity® Study Reveals How the Next Wave of College Students Are Rewriting the Rules of College Selection for a Brighter Financial Future
Fintech Investment Services News

Fidelity Study Reveals How Next Wave of College Students Are Rewriting Rules of College Selection for Brighter Financial Future

Business Wire
by Business Wire0
Gen-Z Embraces ‘Fear of Losing Out’ on Their College Investment, Yet Many lack Knowledge on Actual Education Costs Most Recent College Graduates Would Reconsider What They Studied to Secure a Better ROI; Still, 65% Agree the Value of a College Education is Worth the Cost Fidelity Offers Resources to Help Families Make......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Commerce Investments News Technology

Fidelity Investments® Acquires Shoobx®, Bolstering Commitment To Equity Plan Capabilities For Private Companies

Fintech News Desk
by Fintech News Desk0
Fidelity Investments® announced it is furthering its commitment to the private market with the acquisition of Shoobx®, a leading provider of automated equity management operations and financing software for private companies at all growth stages, up to and including an initial public offering (IPO). Financial terms of the acquisition are not being......
Graham Kennedy Joins the Best Egg Team as Head of People and Workplaces
Fintech News

Graham Kennedy Joins the Best Egg Team as Head of People and Workplaces

Fintech News Desk
by Fintech News Desk0
Seasoned Financial Services Executive Brings Award-Winning Digital Workplace Expertise to Growing Workforce Marlette Holdings, Inc., a leading financial technology company operating the Best Egg financial platform, announces that Graham Kennedy has joined the team as Managing Director, Head of People and Workplaces, a new role the company created this year. He is responsible......
FTX US Appoints Marissa MacDonald as Chief Compliance Officer of FTX Trust
Compliance management Digital Asset Management News

FTX US Appoints Marissa MacDonald as Chief Compliance Officer of FTX Trust

Fintech News Desk
by Fintech News Desk0
MacDonald joins FTX US from Fidelity Digital Assets to serve as CCO for the Company’s to-be established New York State Limited Purpose Trust Company FTX US announced that it has appointed Marissa MacDonald to serve in the role of Chief Compliance Officer for FTX Trust Company, LLC, FTX US’s to-be formed New York......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
First Women's Bank Announces New Partners Microsoft And United Airlines To Support The Women's Economy
Banking Economy News

First Women’s Bank Announces New Partners Microsoft And United Airlines To Support The Women’s Economy

Fintech News Desk
by Fintech News Desk0
First Women’s Bank (FWB) on Thursday announced that Microsoft Corp. and United Airlines are the Bank’s newest Mission Partners. The companies join a growing list of FWB Mission Partners that includes Aon, Wendy’s, Comcast Corp., William Blair and the Western Golf Association, as well as other supporters, including investors Billie Jean King, Fidelity Investments, Bank......
Fidelity Investments Rolls Out New Features on Bond Trading Platform
News Trading

Fidelity Investments Rolls Out New Features on Bond Trading Platform

Fintech News Desk
by Fintech News Desk0
Bond Beacon, Fidelity Institutional’s Digital Fixed Income Trading Solution Accessible Through the Wealthscape Platform, Now Available to All Wealth Management Firms Fidelity Investments announced new features and expanded access to Fidelity Bond Beacon, a Fidelity Institutional solution designed to provide wealth management firms with a comprehensive platform to manage all......
1