Tag : wealth management

FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo's Protective Investing Platform
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FIDx and Halo Announce Partnership to Expand Annuity Distribution to Halo’s Protective Investing Platform

Fintech News Desk
by Fintech News Desk0
The Integration Enables Halo Platform Users to Find a Range of Annuities to Meet Client Retirement Needs FIDx, a product-agnostic platform that seamlessly integrates insurance solutions with wealth management platforms, announced a strategic partnership with Halo Investing, a marketplace provider that connects investors to protective investment products. The integration will......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
Take a Look at a Few of These Global FinTech Success Stories
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Take a Look at a Few of These Global FinTech Success Stories

Tanika Mehrotra
by Tanika Mehrotra0
According to a report by The Business Research Company, the global FinTech market was valued at about $127.66 billion in 2018 and is expected to grow to $309.98 billion at a CAGR of 24.8% through 2022. The growth in digital payments and digital commerce is driving the expansion of fintech.......
GreenHill Announces Acquisition by Leaders in the Investment Management Industry
Fintech Investment Services News

GreenHill Announces Acquisition by Leaders in the Investment Management Industry

Fintech News Desk
by Fintech News Desk0
GreenHill, a leading investment reporting provider in wealth management, has announced new leadership as the organization looks to expand its strategic solutions across wealth management clients. The new leadership team is composed of Bill McFadden, Jack Curran and Harry Cubit, who have all worked in the trust and investment management arena for over two......
Addepar Raises $117M in Series E Funding
Fintech Investment Services News

Addepar Introduces Investor Sentiment Index

Fintech News Desk
by Fintech News Desk0
First-of-its-kind financial index leverages aggregated and anonymized data to provide a reliable measure of risk sentiment among sophisticated investors Addepar, a technology platform for wealth management, introduced the Addepar Investor Sentiment IndexSM. An index of high- and ultra-high-net-worth (U/HNW) investor sentiment derived from U.S. equity transactions captured on the Addepar......
KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond--A White Paper
Fintech News

KnowLedger Publishes NextGen Wealth Management Trends for 2020 and Beyond–A White Paper

Fintech News Desk
by Fintech News Desk0
KnowLedger, a fast-growing accounting technology company, has published a new white paper that examines the challenges and opportunities for family offices and other wealth management firms in today’s volatile economy. This special, 20-page report examines how recent events and market trends—as well as demographic, social, and technology shifts—are creating new......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News

PNC Treasury Management Launches Business-to-Consumer Payment Capability

Fintech News Desk
by Fintech News Desk0
Push-to-debit card solution provides immediate payment option for businesses PNC Treasury Management today announced it has expanded its payment offerings by adding push-to-debit card capabilities, called Direct to Debit Card. This addition to PNC’s payment ecosystem provides businesses with the option to send consumers payments 24/7, 365 days a year......
Blucora Appoints Karthik Rao to the Board of Directors
Fintech News

Blucora Appoints Karthik Rao to the Board of Directors

Fintech News Desk
by Fintech News Desk0
Blucora, a provider of data and technology-driven tax software and wealth management solutions that empowers people to improve their financial wellness, announced the appointment of Karthik Rao to the Company’s Board of Directors, effective August 28, 2020.  Mr. Rao’s appointment increases the number of independent directors from seven to eight,......
Advisor360° Introduces New Insurance Application for Wealth Management Enterprises
Fintech InsurTech News

Advisor360° Introduces New Insurance Application for Wealth Management Enterprises

Fintech News Desk
by Fintech News Desk0
The Advisor360° platform now provides broker-dealers with enhanced insurance capabilities, helping their advisors to grow their businesses. Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, today announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve......
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