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26 September 2019, Dublin – Fenergo, a leading provider of digital Client Lifecycle Management (CLM) solutions for financial institutions, has jointly won the RegTech category at the Deloitte Financial Services Innovation Awards. The award is in recognition of Fenergo’s track record in enabling financial institutions to transform client experiences while ensuring regulatory certainty. Conor Coughlan, Chief Marketing Officer, Fenergo, said: “Ireland has become a melting pot for regulatory technology innovation and this award reinforces Fenergo’s position as the market...

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Imagineer Technology Group, a marketing and investor relations software service provider, today announced the results of its 2019 Investor Relations (IR) survey. The survey — developed in conjunction with Hedge Fund Research (HFR) — was conducted over a period of two months (May-June 2019) and showcases the views of fund marketing and investor relations professionals in hedge fund, private equity, venture capital, and traditional asset management firms ranging in Assets Under Management (AUM) from under...

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Principal Global Investors today announced Kamal Bhatia as the new President and CEO of Principal Funds. Bhatia assumes responsibility for the global platform covering U.S. Funds, European and Asian UCITS and global ETFs. He will lead the strategic growth and management of the global platform supported by distribution, product, marketing and operations. “As we continue to invest in and evolve our platform, Kamal brings significant asset management experience across multiple business platforms,” said Pat Halter,...

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Mark Mersman of USA Financial is one of three finalists for the 2019 Broker-Dealers Chief Marketing Officer of the Year Award USA Financial, a national investment advisory firm, insurance wholesaler and broker-dealer, announces that their Chief Marketing Officer, Mark Mersman, is one of three finalists for the WealthManagement.com 2019 Broker-Dealers Chief Marketing Officer of the Year Award. Mersman began his career in the financial industry by launching his own firm at the age of twenty-two. He switched gears in...

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BlockFi, the leading wealth management solution for crypto investors, announced today that it has raised $18.3 million in Series A funding led by Valar Ventures with participation from Winklevoss Capital, Galaxy Digital, ConsenSys Ventures, Akuna Capital, Avon Ventures, Susquehanna, CMT Digital, Morgan Creek and PJC. The capital will be used to add new products to BlockFi’s existing platform, which includes interest-earning accounts for Bitcoin and crypto-backed USD loans. Valar, a New York-based and fintech-focused VC firm, led the funding round....

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Fidelity Investments®, one of the industry’s largest and most experienced providers of both low-cost active and index products, today announced an expansion of its index fund offering. Fidelity, with more than $482 billion in index assets under managementi, is expanding its index offering with the launch of five new mutual funds: Fund Name Ticker Expense Ratio Fidelity Mid Cap Growth Index Fund FMDGX .05% Fidelity Mid Cap Value Index Fund FIMVX .05% Fidelity Small Cap...

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The company has raised over CAD $12M from top FinTech investors as it continues product innovation and accelerates expansion into the US market TORONTO, July 10, 2019 /PRNewswire/ – d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that it has received an additional CAD$3 million in strategic financing from Illuminate Financial Management as an extension of their Series A round bringing the total raised to over CAD$12 million. The funding will be used...

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