M1 Finance Launches Smart Transfers to Help You Reach Your Financial Goals, Automatically
December 01, 2020 10:04 ET | M1 Finance
CHICAGO, Dec. 01, 2020 (GLOBE NEWSWIRE) -- M1 Finance, The Finance Super App, today announced the launch of Smart Transfers, a new feature that automatically moves peoples’ money where and when they...
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Global Wealth Market Post-COVID-19: HNW Individuals will See their Liquid Wealth Reduce by 11% in 2020 - An Approximate Loss of $5.2 Trillion
September 18, 2020 04:38 ET | Research and Markets
Dublin, Sept. 18, 2020 (GLOBE NEWSWIRE) -- The "Global Wealth Market Post-COVID-19" report has been added to ResearchAndMarkets.com's offering. The global wealth market will decline by 7% in 2020...
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Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
August 18, 2020 11:01 ET | Technology Credit Union
SAN JOSE, Calif., Aug. 18, 2020 (GLOBE NEWSWIRE) -- Tech Financial Management, a division of Tech CU (Technology Credit Union), announced today the launch of Guided Wealth Portfolios. Powered by LPL...
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Rebalance Recognized by Schwab Advisor Services with 2018 Pacesetter IMPACT Award™ for Innovation and Growth
October 30, 2018 10:30 ET | Rebalance
WASHINGTON, Oct. 30, 2018 (GLOBE NEWSWIRE) -- Rebalance, a mission-driven investment firm committed to making premium wealth management services affordable and accessible to everyday Americans, was...
Vexo and Justwealth partner to introduce a revolutionary ETF solution for Mutual Fund Dealers
November 09, 2017 08:00 ET | Vexo Technology Solutions Corp.
TORONTO, Nov. 09, 2017 (GLOBE NEWSWIRE) -- Vexo Technology Solutions Corp. and Justwealth Financial Inc., a leading independent robo-advisor, announce their partnership to give Mutual Fund Dealers,...
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
November 16, 2016 10:00 ET | FolioDynamix
NEW YORK, Nov. 16, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the...
FolioDynamix Continues Executive Talent Acquisition with Addition of Operations, Customer Service Expert Linda Bready
September 28, 2016 09:00 ET | FolioDynamix
NEW YORK, Sept. 28, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, announces the appointment of Linda Bready to head the firm’s...
FolioDynamix and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution
September 22, 2016 09:00 ET | FolioDynamix
SAN ANTONIO, Sept. 22, 2016 (GLOBE NEWSWIRE) -- Financial technology industry leaders and innovators, Scivantage® and FolioDynamix, today announced a joint partnership from the main stage of the...
ZOONOVA®, the Most Powerful Financial Web App, Now Offers Pricing and Portfolio Analytics for Interest Rate Swaps, Basis Swaps, Credit Default Swaps, Alternative Investments, and Mean-Variance Portfolio Optimization across all asset classes
June 13, 2016 08:30 ET | ZooNova.com
SALT LAKE CITY, June 13, 2016 (GLOBE NEWSWIRE) -- ZOONOVA® is pleased to announce the latest release for 2016 includes the integration of Mean-Variance Optimization or Portfolio Optimization. Now...