Tag : investment solutions

HomeAbroad's Vision for Global Investors: Unlocking U.S. Rental Market Opportunities with DSCR Loans
Fintech Investment Services News

HomeAbroad’s Vision for Global Investors: Unlocking U.S. Rental Market Opportunities with DSCR Loans

Cision PRWeb
by Cision PRWeb0
HomeAbroad eliminates traditional financing barriers for international real estate investors with property income-based mortgages (DSCR loans) that require no U.S. credit history and personal income verification. HomeAbroad, a leading FinTech real estate investment platform specializing in U.S. real estate investment solutions for international investors, continues to revolutionize global access to......
WealthVest Partners with Institutional Securities Corporation to Distribute Structured Products
Finance Investment Services News

WealthVest Partners with Institutional Securities Corporation to Distribute Structured Products

Cision PRWeb
by Cision PRWeb0
WealthVest, a leading financial services distribution firm, has announced a strategic partnership with Institutional Securities Corporation (ISC) to establish a dedicated, nationwide structured products wholesaling team. WealthVest, a leading financial services distribution firm, has announced a strategic partnership with Institutional Securities Corporation (ISC) to establish a dedicated, nationwide structured products......
WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers
Artificial Intelligence Investment Services News

WealthAi and MDOTM Ltd Announce Partnership to Deliver AI-Driven Investment Capabilities for Wealth Managers

PR Newswire
by PR Newswire0
MDOTM Ltd’s AI platform Sphere will be available through the WealthAi MarketPlace, providing advisors and wealth managers with enhanced capabilities for portfolio construction, rebalancing, and automated reporting WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth......
Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform
Fintech News Trading

Forge Global Announces Appointment of Greg Lee to Head the Forge Trading & Data Platform

Business Wire
by Business Wire0
Forge Global Holdings, a leading provider of marketplace infrastructure, data services, and technology and investment solutions for the private market, announced it has hired Greg Lee to lead its trading and data platform business. In this role, Mr. Lee will oversee trading, execution and go-to-market for the next generation of......
Voya Financial teams up with Orion to launch new technology platform for financial professionals
Finance Fintech News

Voya Financial teams up with Orion to launch new technology platform for financial professionals

Business Wire
by Business Wire0
Voya WealthPath provides Voya Financial Advisors with broader in- and out-of-plan solution set to support clients’ wealth management needs more efficiently Voya Financial, Inc. announced today that it is collaborating with Orion, a premier provider of transformative wealthtech solutions for financial professionals, to launch a new and enhanced technology platform......
Voya-Financial-announces-new-collaboration-with-Empathy-to-offer-on-demand-Bereavement-Support-in-the-workplace
Finance Fintech News

Voya Financial announces new collaboration with Empathy to offer on-demand Bereavement Support in the workplace

Business Wire
by Business Wire0
Empathy’s services are now available to employees enrolled in group term life insurance offered by Voya through their employer. Voya Financial, Inc., announced today a new collaboration with Empathy, a comprehensive, on-demand concierge support system that offers bereaved families guidance and support for many of the administrative, emotional, legal and......
Cboe Global Markets Reports Trading Volume for January 2024
News Trading

Cboe Global Markets Reports Trading Volume for January 2024

PR Newswire
by PR Newswire0
The data sheet “Cboe Global Markets Monthly Volume & RPC/Net Revenue Capture Report” contains an overview of certain January trading statistics and market share by business segment, volume in select index products, and RPC/net capture, which is reported on a one-month lag, across business lines. Cboe Global Markets, the world’s......
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
Banking News

SEI Extends Long-term Relationship with Bar Harbor Wealth Management

PR Newswire
by PR Newswire0
SEI to Power Continued Business Transformation for Community Bank SEI announced that it has extended its strategic partnership with Bar Harbor Bank & Trust, an independent community banking organization, through March 2028. The agreement demonstrates a mutual commitment to the companies’ 22-year relationship, specifically supporting Bar Harbor Wealth Management’s growth and......
How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations
Banking Finance Fintech Guest Posts

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations

Timothy Rooney
by Timothy Rooney0
Fintech truly caters to our evolving needs in the digital era. Whether we necessitate enhanced accessibility, efficiency, lower costs, greater security, better financial literacy and economic growth, fintech innovation helps democratize financial services, improve convenience and drive our digital transformation. Technological advances have revolutionized countless industries — and the banking......
Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank
Banking Finance News

Happy State Bank Joins the Ameriprise Financial Institutions Group Through its Merger with Centennial Bank

Business Wire
by Business Wire0
Partnership with Ameriprise Financial expands Happy’s offering and enhances its ability to help more clients reach their financial goals Ameriprise Financial announced it added the wealth management arm of Happy State Bank, a division of Centennial Bank, to its Financial Institutions channel following the bank’s merger with existing client Centennial......
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