Tag: asset management

GeoWealth, a Chicago-based turnkey asset management platform (TAMP) and financial technology provider, today announced a significant $18m growth investment.

Exchange-traded funds (ETFs) offer numerous benefits over traditional mutual funds, from trading flexibility to cost efficiency and favorable tax conditions. ACA Group, a provider of scalable compliance, risk and technology solutions, recently explored the potential benefits of an ETF. 

Strive Enterprises, a financial services company with a focus on asset management, has successfully raised $30m in a Series B funding round.

Instinct Digital, a leading SaaS provider known for its advanced investor reporting solutions, has successfully closed a £5m Series A funding round.

Dezerv, an innovative WealthTech firm from India, today announced a significant funding achievement, securing INR 265 Crores ($31.7m).

Fidelity International, an esteemed investment management firm, has revamped its approach to sustainable investing. Fidelity International Unveils New Sustainable Investing Framework

Hamilton Lane, a prominent private markets investment management firm, recently announced a strategic partnership and investment in Daphne Technologies.

Asset managers are adapting to a changing market environment by leveraging data and technology, according to a new study released by FE fundinfo. The report...

Compliance officers in the asset management sector are pivotal, often having to juggle multiple responsibilities.

The latest survey conducted by Northern Trust, involving 300 global asset management firms, has unveiled a notable shift towards prioritizing product quality and accuracy. Unlike the previous year, a significant majority of asset managers (72%) are now focusing on enhancing their product strategies, which includes improving distribution methods, data management, and outsourcing functionalities.