Tag : investment solutions

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......
Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture
Investment Services News

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Business Wire
by Business Wire0
Two members of the team – Ed McCay and Larry Hess – returned to Ameriprise after stint at a wirehouse McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. in Red Bank, New Jersey. Ed......
CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products
Investment Services News

CAT Financial Products Selects Broadridge for International Post-Trade Processing of Structured Products

PR Newswire
by PR Newswire0
CAT Financial Products Ltd. (CATFP), one of the leading independent Swiss providers of securities and investment services for structured products, has transformed its front to back office processing efficiency by implementing the international multi-asset post-trade processing solution from global Fintech leader Broadridge Financial Solutions, Inc.. Through Broadridge’s solution, CATFP benefits from an......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Artificial Intelligence Investment Services News

Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments

Business Wire
by Business Wire0
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
The Swiss FinTech Creed&Bear Lands in Dubai
Fintech News Uncategorized

The Swiss FinTech Creed&Bear Lands in Dubai

GlobeNewswire
by GlobeNewswire0
Creed&Bear, a leading FinTech company based in Switzerland, has announced its expansion into the Dubai market. The company specializes in FinTech tech for asset management software and utilizes artificial intelligence and machine learning to provide personalized investment solutions for clients. Latest Fintech Insights : AIZEN, the Banking Service with ‘AI......
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