Hands of the Cause

BridgeFT Sees Total Assets Under Management Among Partners Powered by its WealthTech API More Than Double in 2023

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星期三, 十二月 27, 2023
Policy, Ecosystem, Partnership, Fintech, API, Dynasty, Marketplace, Growth, Business intelligence, Wells Fargo Advisors, Hands of the Cause, Financial services

CHICAGO, Dec. 27, 2023 /PRNewswire/ -- BridgeFT, an API-first, cloud-native wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced today that the total assets under management powered by BridgeFT's WealthTech API across its client network grew by more than 100% in 2023, the first full year since WealthTech API was made available to firms and fintech companies seeking an API-first approach to handle multi-custodial data.

Key Points: 
  • "This was a year of incredible growth and industry validation for our WealthTech-as-a-Service platform," said Joe Stensland, Chief Executive Officer of BridgeFT.
  • BridgeFT's WealthTech API is the industry's first WealthTech-as-a-Service platform, offering a single, open API to trade-ready, multi-custodial data, analytics, and application services.
  • Highlights include:
    Dynasty Financial Partners selected BridgeFT's WealthTech API as its primary custodial data partner to power Dynasty's integrated wealth technology offerings across the Dynasty Network.
  • Jim Hays, one of the most respected leaders in U.S. wealth management, joined BridgeFT as a strategic advisor.

Stellus Capital Management, LLC Appoints Zachary Roberson as Vice President, Director of High-Net-Worth Investor Relations

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星期三, 九月 20, 2023
Banking, Fintech, Professional Services, Finance, Private equity, Marshall College, Franklin & Marshall College, Rockefeller Capital Management, Family, The Hartford, Wealth, Hands of the Cause, The Related Group, EFront Alternative Investment Solutions, RIAS, Pembroke Private Wealth Management, Economics, Independent, Private credit, Cryptocurrency, Financial adviser

Stellus Capital Management, LLC (“Stellus”) today announced the hiring of Zachary Roberson as Vice President, Director of High-Net-Worth Investor Relations.

Key Points: 
  • Stellus Capital Management, LLC (“Stellus”) today announced the hiring of Zachary Roberson as Vice President, Director of High-Net-Worth Investor Relations.
  • “We are pleased to welcome Zack to Stellus,” said Ryan Hughes, Managing Director, Head of Investor Relations at Stellus.
  • His main focus was raising capital across Carlyle's vast platform consisting of Private Equity, Private Credit, and Investment Solutions business lines.
  • “I am excited to join Stellus and help the firm execute its strategic vision as it relates to the Private Wealth space,” said Mr. Roberson.

CSA provides update to crypto trading platforms operating in Canada

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星期一, 十二月 12, 2022
Crypto, AB, Prus, CSA, Hacks, PRU, Legislation, Hands of the Cause, Cryptocurrency, Property management

TORONTO and CALGARY, AB, Dec. 12, 2022 /CNW/ -Following recent events in the crypto market, the Canadian Securities Administrators (CSA) is strengthening its approach to oversight of crypto trading platforms by expanding existing requirements for platforms operating in Canada.

Key Points: 
  • TORONTO and CALGARY, AB, Dec. 12, 2022 /CNW/ -Following recent events in the crypto market, the Canadian Securities Administrators (CSA) is strengthening its approach to oversight of crypto trading platforms by expanding existing requirements for platforms operating in Canada.
  • On August 15, 2022, the CSA announced that it expected commitments from unregistered crypto trading platforms operating in Canada while they pursue registration.
  • Platforms located outside of Canada that are accessible by Canadians are regarded as operating in Canada for the purposes of securities regulation.
  • CSA members will contact registered crypto trading platforms individually to discuss the application of the expanded terms and conditions to those firms.

ComTech Gold $CGO Becomes the First 100% Gold Backed Token to Receive Shariah Certification in the MENA Region

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星期一, 九月 26, 2022
Professional Services, NFT, Technology, Cryptocurrency, Other Technology, Finance, Internet, Knowledge, Certification, AAOIFI, CGO, Islam, Gold, Industry, Positive economics, Fatwa, CEO, Minister (government), Accounting, Vice, Internationalization of the renminbi, Global Exchange, Hands of the Cause, Multimedia, Blockchain, Financial adviser, Cryptocurrency

ComTech FZCO receives Shariah Compliance Certification for ComTech Gold Token (CGO), becoming the first in industry to be awarded a Shariah certification for Gold tokenization product in the Region.

Key Points: 
  • ComTech FZCO receives Shariah Compliance Certification for ComTech Gold Token (CGO), becoming the first in industry to be awarded a Shariah certification for Gold tokenization product in the Region.
  • Shariah certification (Fatwa) was issued by Amanie Advisors Ltd, an entity specialising in field of Shariah-compliant investments and Islamic finance solutions.
  • View the full release here: https://www.businesswire.com/news/home/20220926005591/en/
    ComTech Gold $CGO receives Shariah Certification from Amanie Advisors (Photo: AETOSWire)
    ComTech FZCO, a Dubai-based company redefining tokenization infrastructure (for real-world assets), started with digitization of Gold powered by XDC Network.
  • By obtaining this certification, ComTech Gold is well positioned to service Islamic investors looking for Shariah-compliant assets to invest.

Onramp Joins the Bosonic Network™

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星期五, 九月 2, 2022
Technology, Other Professional Services, Blockchain, Finance, Consulting, Banking, Personal Finance, Asset Management, Professional Services, Payments, Digital Cash Management, Digital Assets, Software, Fintech, Cryptocurrency, CEO, Technology, RIAS, Safety, DMA, Liquidity, Non-fungible token, Interchange (road), Software as a service, CPSS-IOSCO Principles for Financial Market Infrastructures, Public sector banks in India, Hands of the Cause, PvP, Digital asset, Risk, FMI, Bank, Growth, Family, Cryptocurrency, Financial adviser, Financial services, Boson, Wealth

Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces that Onramp Invest, a cutting-edge crypto management solution providing access to crypto assets for registered investment advisors, will join the Bosonic Network.

Key Points: 
  • Bosonic, a decentralized Financial Market Infrastructure (dFMI) business, announces that Onramp Invest, a cutting-edge crypto management solution providing access to crypto assets for registered investment advisors, will join the Bosonic Network.
  • Onramp Invest provides a comprehensive easy-to-use platform for financial advisors to help their clients safely, confidently, and intelligently invest in digital assets.
  • Eric Ervin, CEO, Onramp Invest said: With recent market volatility highlighting the issues with both bilateral risk and asset safety, we are delighted to join the respected Bosonic Network and provide our Advisors and their clients with specialist infrastructure delivering asset safety with zero counterparty credit and settlement risk.
  • The Bosonic Network and Bosonic Enterprise Solutions deliver best-in-class blockchain infrastructure that's shaping the future of Digital Asset markets by eliminating risk and maximizing capital efficiency for hedge funds, family offices, banks, brokers, asset managers and other market participants.

Convergence Launches Digital Asset Product Suite for Advisors, Allocators and Investors

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星期二, 八月 9, 2022
Gainer, Registered investment adviser, Administrator, Industry, Digital asset, Sovereign wealth fund, Data, Growth, Investment, Privatization fund, Ontario Teachers' Pension Plan, Research, Asset, Century, Service, Convergence, Launch, Digital, Service provider, Endowment, Cryptocurrency, Asset management, Hands of the Cause

NORWALK, Conn., Aug. 9, 2022 /PRNewswire-PRWeb/ -- Convergence Inc. Announces the Launch of its Digital Asset Product Suite Convergence Inc., a leading data firm focused on data, research, and insights on the asset management industry announces the launch of a new Digital Asset product suite.

Key Points: 
  • The product suite will focus on regulatory developments, the growth of digital asset funds, capital movement, and service providers in the Digital Asset ecosystem.
  • Announces the Launch of its Digital Asset Product Suite
    Convergence Inc., a leading data firm focused on data, research, and insights on the asset management industry announces the launch of a new Digital Asset product suite.
  • Convergence, a Data as a Service firm covering the asset management industry has launched a Digital Asset research product suite.
  • The product suite will focus on regulatory developments, the growth of digital asset funds, capital movement, and service providers in the Digital Asset ecosystem.

INVENT Expands its Cloud-Native Platform to Provide the RIA Community with a Personalized Modern Experience via Key Executive Hires

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星期二, 六月 14, 2022
University, Marketing, Professional services, Product manager, 3rd Party, Product, Product management, Business development, CEO, BBA, Partner, Solution, Investment, Strategic management, Moses Austin, Data Analytics Acceleration Library, Growth, Technology, RMIT School of Economics, Finance and Marketing, Industry, TD Ameritrade, RIAS, Software as a service, Byers, TD, Financial adviser, Hands of the Cause

SEATTLE, Wash., June 14, 2022 /PRNewswire-PRWeb/ -- INVENT, a leading cloud technology platform announced today the addition of two veteran advisor technology executives to lead the company's RIA integration experience strategy. Joining INVENT as the Vice President of Product ManagChannel is Craig Uhlenkott, formerly the Senior Product Manager at TD Ameritrade Institutional. Also joining INVENT as Product Manager- RIA Channel is James Byers, formerly the Business Strategy Manager at TD Ameritrade Institutional. Both Uhlenkott and Byers were most recently with Onramp Invest as Chief Product Officer and Product Manager, respectively.

Key Points: 
  • Joining INVENT as the Vice President of Product ManagChannel is Craig Uhlenkott, formerly the Senior Product Manager at TD Ameritrade Institutional.
  • Also joining INVENT as Product Manager- RIA Channel is James Byers, formerly the Business Strategy Manager at TD Ameritrade Institutional.
  • Both Uhlenkott and Byers were most recently with Onramp Invest as Chief Product Officer and Product Manager, respectively.
  • "We are beyond thrilled to bring Craig and James onto the INVENT team," said Oleg Tishkevich, CEO of INVENT.