Tag : wealth management

Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets
Digital Fintech News

Allfunds and iCapital Network Announce Strategic Partnership to Improve Global Client Access to Private Markets

Fintech News Desk
Partnership strengthens Allfunds’ private market and sub-advisory ambitions with integration of iCapital’s technology and solutions  Allfunds provides access to more than 1,500 major private and commercial banks and financial institutions globally Allfunds, one of the world´s largest fund distribution platform and wealthtech industry leader, and iCapital Network, the leading global financial......
Technology Association of Georgia Announces Final Agenda for Fintech South
Banking Digital Fintech News

Technology Association of Georgia Announces Final Agenda for Fintech South

Fintech News Desk
Special Guests Include Recording Artist Chris “Ludacris” Bridges, Two-Time NBA All-Star and Entrepreneur Baron Davis and “Mulan” Actor and Activist Jimmy Wong Technology Association of Georgia (TAG) announces the full agenda for Fintech South, the southeast’s largest event dedicated to financial innovation. The virtual conference, taking place June 22 – 24, will......
How to Succeed at Investing: 5 Tried-And-True Tips
Featured Finance Investments News Stock Market

How to Succeed at Investing: 5 Tried-And-True Tips

Fintech News Desk
It seems like there’s never a shortage of slick financial “gurus” who claim they’ve just discovered a foolproof investing method that’s guaranteed to provide high returns with no risk. But if someone tries to get inside your pocketbook by making those kinds of promises, you’d better run the other way. The......
Yieldstreet Announces $100 Million in Series C to Usher In New Era of Investing
Finance Fintech Investments News

Yieldstreet Announces $100 Million in Series C to Usher In New Era of Investing

Fintech News Desk
Funding to Drive Company’s Next Phase of Investor Growth, Innovative Investment Products and International Expansion Yieldstreet, a leading digital investing platform driven to help millions of people claim financial independence by unlocking access to previously unattainable alternative investments, announced its $100 million Series C funding round. “Milind and Michael have......
Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation
Digital Finance Fintech

Morgan Stanley and Microsoft Collaborate to Accelerate Cloud Transformation

Fintech News Desk
Companies co-innovating to support Morgan Stanley’s digital transformation and propel financial services industry forward by bringing together world-class technology solutions and engineering teams Morgan Stanley and Microsoft Corp. on Wednesday announced a strategic cloud partnership aimed at accelerating the firm’s digital transformation and shaping the future of innovation in the......
Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report
Finance Fintech Investments News

Near-Record Revenues in 2020 Provide Opportunity for Investment Banks to Restructure and Enhance the Client Experience, According to Accenture Report

Fintech News Desk
Pandemic-driven rebound could help capital markets industry accelerate technology investments to protect against disruption With near-record revenue levels in 2020 for investment banks (sell-side) and strong assets under management (AUM) growth for wealth and asset managers (buy-side), the capital markets industry faces a critical opportunity to accelerate technology investments to......
SB Financial Group, Inc. Announces Authorization of Share Repurchase Program of up to 750,000 Common Shares
Finance Fintech News

SB Financial Group, Inc. Announces Authorization of Share Repurchase Program of up to 750,000 Common Shares

Fintech News Desk
SB Financial Group, Inc., a diversified financial services company providing full-service community banking, mortgage banking, wealth management, private client and title insurance services, today announced that its board of directors has authorized a share repurchase program through May 31, 2022.  Pursuant to the share repurchase program, the Company is authorized to......
THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
Fintech News

THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media

Fintech News Desk
Financialanswers.io will be led by TIFIN partner and former CEO of StockTwits and GM of MarketWatch, Ian Rosen Financialanswers.io starts with the acquisition of Adam Mesh Trading Group on the heels of a funding round from JP Morgan Asset Management, Morningstar & Broadridge  The TIFIN GROUP, a fintech platform with......
Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving
Fintech News

Amicus.io Signs The TIFIN Group to Seamlessly Align Wealth Management and Philanthropic Giving

Fintech News Desk
Fintech behind DAF 2.0 Charitable Giving Platform Enters Contract with 55ip Innovator GiveClear US to Provide DAF Sponsorship to The TIFIN Group Amicus.io, the fintech company on a mission to create a more generous world, today announced fintech platform, The TIFIN Group (TIFIN) as a client. TIFIN will have access to the......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
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