Tag : Investment Strategies

Juniper Research: Embedded Finance Market to Exceed $183 Billion Globally by 2027
Finance Fintech News

Juniper Research: Embedded Finance Market to Exceed $183 Billion Globally by 2027

Fintech News Desk
A new study from Juniper Research has found revenue from embedded financial services will exceed $183 billion globally in 2027; increasing from just under $65 billion in 2022. Growing by 182% over the period, the report found this expansion will be largely driven by non-financial businesses incorporating embedded finance options into their......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Global X Taps DRW as Liquidity Provider for its Digital Assets Exchange-Traded Products (ETPs)
Digital Asset Management News

Global X Taps DRW as Liquidity Provider for its Digital Assets Exchange-Traded Products (ETPs)

Fintech News Desk
Global X ETFs, a leading global provider of exchange-traded funds (ETFs), announced that it has engaged liquidity provider DRW, a diversified trading firm, as a market maker for its newly launched digital assets ETPs. The addition of DRW, with its deep expertise in rapidly changing crypto markets will help provide......
Investment Management and Technology Veterans Launch Non-Profit Foundation to Develop Regulated DeFi Asset Management Platform
DeFi Investment Services News

Investment Management and Technology Veterans Launch Non-Profit Foundation to Develop Regulated DeFi Asset Management Platform

Fintech News Desk
Keon Foundation aims to innovate a gateway to DeFi protocols to bridge the gap between digital and traditional asset management by leveraging secure and scalable blockchain technology The directors announced the inception of the Keon Foundation Ltd. which will serve as the virtual asset service provider (VASP) for the Keon......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
Perpetual and Barrow Hanley Launch Two Mutual Funds
Investment Services News

Perpetual and Barrow Hanley Launch Two Mutual Funds

Fintech News Desk
The Funds are Perpetual’s first registered mutual funds in the US and mark evolution of firm’s strategic partnerships Perpetual and Barrow Hanley Global Investors (Barrow Hanley), subsidiary of Perpetual Limited, announced the launch of the Barrow Hanley International Value Fund (I Shares – BNIVX, Y Shares – BNIYX) and the Barrow......
Generational Capital Markets Advises Machine Specialties in Its Sale to Calvert Street Capital Partners
Investment Services News

Generational Capital Markets Advises Machine Specialties in Its Sale to Calvert Street Capital Partners

Fintech News Desk
Generational Capital Markets, Member FINRA/SIPC and a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client, Machine Specialties, Inc. to Calvert Street Capital Partners, Inc. The acquisition closed September 20, 2021. “As a result of this partnership, both Calvert Street and......
Prime Capital Investment Advisors to Join Forces with Financial Network Limited
Investment Services News

Prime Capital Investment Advisors to Join Forces with Financial Network Limited

Fintech News Desk
The acquisition expands Prime Capital’s footprint on the East Coast and allows Financial Network Limited to provide more tailored services to clients Prime Capital Investment Advisors (PCIA) has announced its continued strategic expansion on the East Coast with its impending acquisition of Financial Network Limited (FNL). Based in Milford, Connecticut, FNL manages $325......
BNY Mellon Investment Management Commences Trading of Active ETF Solutions
Investments News

BNY Mellon Investment Management Commences Trading of Active ETF Solutions

Fintech News Desk
The BNY Mellon Ultra Short Income ETF–First of Several Upcoming Active ETFs to Bring BNY Mellon Investment Management Specialist Capabilities to ETF Market BNY Mellon Investment Management, one of the world’s largest asset managers with $2.3 trillion in assets under management, announced the expansion of its Exchange-Traded Funds (ETFs) range with......
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