Tag : mutual funds

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
BTG Pactual Launches Its First Investment Platform Outside Brazil
Investment Services News

BTG Pactual Launches Its First Investment Platform Outside Brazil

Fintech News Desk
by Fintech News Desk0
BTG Pactual, the largest investment bank in Latin America, is expanding its international operations, and launched its first investment platform outside Brazil – in Chile. The bank has adapted Mercados en Línea – a recognized monitor of the local market – into an open digital platform, which enables the bank’s customers in the country......
CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence
Investment Services News

CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence

Fintech News Desk
by Fintech News Desk0
CI GAM receives 14 Refinitiv Lipper Fund Awards across multiple categories CI Global Asset Management announced that its investment funds have been recognized with 14 Refinitiv Canada Lipper Fund Awards for 2022. The awards recognize mutual funds and exchange-traded funds that have provided consistently strong risk-adjusted performance, relative to peers.......
Fintech App Dinero Launches Its Beta App on Google Play Store
Fintech Investment Services News

Fintech App Dinero Launches Its Beta App on Google Play Store

Fintech News Desk
by Fintech News Desk0
Invest in a SIP module in the best of India (With ETFs) through their proprietary recession-proof plan (Dinero Investment Plan) Dinero, India’s first rewards-on-investment platform, aimed at young Indians, announced the launch of its beta version of their app today. The app is exclusively available on Google Play Store. Ahead......
American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients
Fintech Funding Investment Services News

American Century Investments Selects Marstone to Provide Digital Wealth Management Platform for New and Existing End Clients

Fintech News Desk
by Fintech News Desk0
Digital advice services will now complement American Century’s robust investment offerings of mutual funds, ETFs, advisor-led portfolios and other investment solutions Marstone, Inc., a leading digital wealth technology firm, announced a commercial relationship with American Century Investments, the $230 billion* global asset manager, providing clients with Marstone’s digital wealth management......
Hartford Funds Expands International Equities Offering with Launch of Two New Mutual Funds
Fintech Funding News

Hartford Funds Expands International Equities Offering with Launch of Two New Mutual Funds

Fintech News Desk
by Fintech News Desk0
These new strategies allow investors to further diversify their allocation to international equities Hartford Funds announced the launch of two actively managed mutual funds with primary exposure to international equities: Hartford Schroders Sustainable International Core Fund (HSISX) and Hartford Schroders International Contrarian Value Fund (HFSIX). Both Funds will be sub-advised by......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
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......
Edelweiss Asset Management Launches ‘eInvest’
Fintech Funding News

Edelweiss Asset Management Launches ‘eInvest’

Fintech News Desk
by Fintech News Desk0
A mutual fund app –to help investors achieve their financial goals in a convenient way Edelweiss Asset Management has announced the launch of eInvest a mutual fund mobile app for investors for a smooth investing experience. eInvest is an easy-to-use app that will help investors perform all financial transactions on......
Perpetual and Barrow Hanley Launch Two Mutual Funds
Investment Services News

Perpetual and Barrow Hanley Launch Two Mutual Funds

Fintech News Desk
by Fintech News Desk0
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......
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