Tag : wealth management

Leading Australian Wealth Firm Selects Broadridge to grow Securities Finance Business
Business Finance News

Leading Australian Wealth Firm Selects Broadridge to Grow Securities Finance Business

Fintech News Desk
by Fintech News Desk0
FinClear will utilise Broadridge’s SFCM FastStart To assist in optimising their securities finance offering, FinClear, the leading wealth management infrastructure provider in Australia, has selected Broadridge Financial Solutions, Inc., a global Fintech leader. Broadridge’s Securities Finance and Collateral Management (SFCM) FastStart solution provides FinClear and its clients with enhanced functionalities in this area......
Acardex To Launches the Biggest Decentralized Exchange on The Cardano Network
Investment Services News

Unifimoney Secures Seed+ Investment from Shop Your Way to Empower Community Banks and Credit Unions

Fintech News Desk
by Fintech News Desk0
The investment and strategic relationship will enable Unifimoney to further extend its support for Community Banks and Credit Unions and introduce new products powering the next generation of loyalty, credit and blockchain services Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a strategic......
Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team
Banking News

Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated announced that Derric Hicks has been named the Group Manager for its new South Dallas Business Banking team. He will report to Dallas Market President Amanda Mahaney. Hicks, who has more than 20 years of experience in banking, will lead a team that will serve the southern sector of Dallas with a......
ISG to Publish Study on Digital Banking Platform Providers
Banking Digital Payments News

ISG to Publish Study on Digital Banking Platform Providers

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens™ report will examine how new digital technologies are helping banks transform themselves Information Services Group, a leading global technology research and advisory firm, has launched a research study examining providers of digital banking solutions at a time when traditional banks are under growing pressure to meet evolving......
WCM Return to Bay Street Program Continues to Relaunch Women’s Finance Careers
Capital Markets News

WCM Return to Bay Street Program Continues to Relaunch Women’s Finance Careers

Fintech News Desk
by Fintech News Desk0
WCM (Women in Capital Markets) is pleased to announce that applications are now open for the 2022 cohort of Return to Bay Street (RTBS). The returnship program brings women with prior work experience in finance back to the industry after taking a period of leave. Now in its twelfth year, this unique......
Equisoft Continues Its Global Expansion With New Office in Colombia
Digital InsurTech News

Equisoft Continues Its Global Expansion With New Office in Colombia

Fintech News Desk
by Fintech News Desk0
This is the company’s second location in Latin America after Chile Equisoft, the global digital solutions provider to insurance and wealth management companies, is proud to announce that it is opening a new office in Colombia. From this second foothold in the region, Equisoft will grow its team to better serve its current customer base......
FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Fintech News

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

Fintech News Desk
by Fintech News Desk0
83% of advisors say better technology tools would improve client acquisition Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI) released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship
Banking Digital Payments News

Citi Retail Services and Brooks Brothers Extend Consumer Credit Card Relationship

Fintech News Desk
by Fintech News Desk0
Multi-Year Agreement Renews Partnership in Shared Drive to Innovate and Power Omnichannel Payments Offerings Brooks Brothers, the country’s oldest clothing retailer, and Citi Retail Services, one of North America’s largest and most experienced retail credit solution providers, announced a multi-year extension of their consumer credit card relationship. “As we further transform......
UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors
Banking News

UBS Agrees to Acquire Wealthfront to Deliver Digital Wealth Management Offering to Millennial and Gen Z Affluent Investors

Fintech News Desk
by Fintech News Desk0
Wealthfront’s state-of-the-art, digital only platform tailored to next gen affluent investors will accelerate UBS’s growth ambitions in the US UBS and Wealthfront, an industry-leading, automated wealth management provider serving the next generation of investors, signed an agreement whereby UBS would acquire Wealthfront in an all-cash transaction valued at $1.4 billion. Through this......
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