Tagged: investment management

March 5, 2021 @ 6:21 pm By Omar Faridi  |  

When discussing wealth management strategies and how Fintech solutions can help investors better manage their portfolios, analysts often talk about how to create new wealth. They may discuss goal setting, risk profile management, and investment management. Dr. Sekar Jaganathan, Director of Digital Strategy at Kenanga… Read More

October 27, 2020 @ 10:14 pm By Omar Faridi  |  

Broadridge Financial Solutions, Inc. (NYSE:BR), an established provider of investor communications and tech-driven solutions to banks and asset managers, has announced that PAG, a major Asia-focused investment group, has selected Broadridge as a Cloud-enabled portfolio management solution provider. As confirmed in a release, the enhancement… Read More

June 16, 2020 @ 9:14 pm By Omar Faridi  |  

The Dash Investment Foundation (DIF), an organization that makes Dash (digital currency) denominated business loans and equity investments within the blockchain and crypto-asset sector, has purchased gold for the first time. The organization said it will be introducing its Dash-to-gold rebalancing strategy, which involves diversifying… Read More

June 11, 2020 @ 9:02 pm By Omar Faridi  |  

XP Investimentos XP Inc. (Nasdaq: XP), a company offering fixed income, equities, and private pension products, says it’s reevaluating its business plans, following the introduction of new Open Banking guidelines in Brazil. XP will reportedly be acquiring a majority stake in Fintech firm Fliper, an… Read More

May 12, 2020 @ 9:19 am By Samantha Hurst  |  

Vise, a U.S.-based artificial intelligence (AI)-driven investment management platform built for the modern financial advisor, announced on Tuesday it has secured $14.5 million in Series A funding, which was led by Sequoia Capital with participation from Founders Fund, Bling Capital, Human Capital, Lachy Groom, Steve… Read More