FNZ completes acquisition of YieldX
FNZ has completed the acquisition of YieldX, following the announcement made in January. Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology. The unique offering will accelerate the delivery of modern, digital, and highly personalized fixed income solutions at scale, enabled by cutting edge technology. Adam Green, CEO…
FNZ to acquire YieldX, accelerating the personalization of wealth management solutions across the U.S. market
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology. The unique offering will accelerate the delivery of modern, digital and highly personalized fixed income solutions at scale, enabled by cutting edge technology. Adam Green, CEO YieldX, will join FNZ as CEO of Asset Management for North America, and…
Principal® launches enhancement to fintech-enabled model portfolios, offering industry-first customized direct indexing in fixed income
Partnership with YieldX, Smartleaf Asset Management® helps modernize the fixed income experience Principal Asset ManagementSM today announced it is enhancing its fintech-enabled model portfolio solution by incorporating individual bonds as an option for model portfolios. Principal® collaborated with YieldX and Smartleaf Asset Management® (SAM) to offer the only full portfolio direct indexing solution, enabling financial advisors to expand the capabilities of direct indexing beyond equities to individual bonds. “We’re taking the…
YieldX Announces Partnership with Jefferies to Empower Advisors with Optimized, Yield-Driven Portfolio Construction Suite
After a successful pilot, Jefferies expands its partnership with YieldX to offer more advisors access to leading yield-driven portfolio construction tools. MIAMI, FL – June 22, 2022 — YieldX, a FinTech company reimagining fixed income investing, today announced a partnership with Jefferies. Jefferies’ Wealth Management advisors will now be able to access and leverage the full YieldX solution set to broaden the firm’s current offering…
Stewart Russell Featured on Bloomberg Radio
Listen in as Stewart Russell, Chief investment officer of YieldX, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia.
YieldX is a WealthTech 100 Company
We’re proud to announce that YieldX is a WealthTech100 company! As the WealthTech sector continues to grow rapidly, it’s an honor to be recognized among this competitive field for our innovative use of tech to solve a significant industry problem. Read more here.
YieldX Joins Schwab Advisor Services’ Provider Listings Program
YieldX, a fintech company reimagining fixed income, announced today that it is now participating in the Schwab Advisor Services Provider Listings program. The program, which launched in 2013, is a dedicated space for independent registered investment advisors (RIAs) to research and learn about third-party technology providers serving the RIA industry and the solutions they offer. Founded in 2019, YieldX recently closed its Series A funding, backed by…
Stewart Russell Featured on Yahoo! Finance
YieldX CIO Stewart Russell and Upholdings Portfolio Manager Robert Cantwell join Yahoo Finance Live to reflect on the first quarter of 2022, how the markets are pricing in inflation and future Fed interest rate hikes, and how Netflix and oil prices may return to pre-pandemic norms. Watch the full interview here.
Forbes: Five Ways Direct Indexing Could Change Financial Planning
Whether it be shoes, phone cases or coffee mugs, the age of personalization is upon us. Not only is getting something off-the-shelf now almost considered a faux pas, but it also leaves you asking yourself, “Could this better suit my needs?” The same principle now applies to financial planning. Today’s investors want their portfolios tailored to them but don’t want to pay more for the…
Stewart Russell Featured on Bloomberg Radio
Listen in as Stewart Russell, Chief Investment Officer at YieldX, discusses the outcome of the March 16 Fed Meeting with Juliette Saly and Doug Krizner on Bloomberg Daybreak Asia.