What is particularly pleasing is the True Potential Portfolios are gaining real traction with the movement from £2 billion to £3 billion only taking five months.
Riskalyze today announced the appointment of Andrew Palmer as Chief Financial Officer. Based out of the company's Auburn, California headquarters office, Palmer will head the company's finance, accounting and legal teams, and report to CEO Aaron Klein.
So, you want to be a PayFac? As a software platform, you’ve decided that instead of referring merchants to a third-party provider to process payments, you want to offer the service yourself. What now? In Episode Three of the payments facilitator podcast, Rich Aberman, co-founder of WePay, walks PYMNTS’ Karen Webster through the process.
Swan Global Investments has been managing ETF portfolios that combine equity exposure with an options overlay for 20 years. The Durango, Colorado-based firm’s approach is resonating with the advisor and retail crowd Swan serves.
In the past three years alone, the firm has seen its total assets under management more than double to $4.5 billion. Marc Odo, director of investment solutions at the firm, gives us the rundown.
“The future is already here — it’s just not very evenly distributed”. When science-fiction writer William Gibson came up with this maxim in the early 1990’s, he was referring to how technological advances are unevenly spread across the globe.
The same holds true for technological advances across the fintech space.
Chatbots are one area of innovation that is driving and changing engagement for digital experiences, and a number of customers and others in the software market are adopting and embedding chatbots within their applications.
ID.me is pleased to announce the appointment of Julie Filion as Chief Marketing Officer. Filion is the first of many high profile hires for the growing ID.me team.
