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YieldX News
Check out our latest news coverage and company happenings.
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…
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…
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…
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…
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…
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…
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.
Rize and YieldX Partner to Reimagine High Yield Savings
Arlington, Virginia: March 9, 2022 — Rize Money Inc., a fintech infrastructure platform, and YieldX, a fintech company modernizing and personalizing income investing, today announced a strategic partnership and the release of the Rize Target Yield Account (TYA), a high yield account backed by fiat currency. Fintechs, brands, and banks can now leverage the new…
The Fed Is Missing On Price Stability
The Fed has a dual mandate of price stability and full employment, and they are badly missing on the price stability part right now, says Stewart Russell, Chief Investment Officer at YieldX. He thinks we will be hearing the term stagflation going forward, he adds. Stewart says the economy is slowing, but continues to grow.…
Wealth Solutions Report: Edmond Walters Joins YieldX Board of Advisors
With the end of February upon us, Wealth Solutions delivered the latest installment of their monthly Transitions, Transactions & Promotions column, highlighting noteworthy activity in advisor transactions, M&A, promotions, people moves and strategic alliances. Here is what they reported on YieldX’s latest news: Edmond Walters Joins YieldX Board of Advisors Income investment analytics and modeling platform provider YieldX announced that…
CNBC: Fed’s Top Battle is Fighting Inflation
The Fed will have to raise rates just as the economy is being hit with higher oil prices, worsening consumer sentiment and geopolitical tensions, resulting in higher volatility, says Stewart Russell, Chief Investment Officer at YieldX. Watch the full interview here.
The Future Of ESG Investing
Adam Green is the co-founder and CEO at YieldX. Adam also co-founded and was the Chief Strategy Officer at MoneyLion. Environmental, social and governance (ESG) investing is nothing new. In fact, the megatrend can be traced back to earlier than the 1960s. So you may be asking yourself: What’s in store for the era of ESG 2.0,…
Edmond Walters Joins YieldX Board of Advisors
YieldX, the fintech company reimagining income investing, welcomes the Founder of eMoney Advisor and Apprise Labs, LLC, Edmond Walters, to its board of advisors. A renowned innovator in financial advisor technology who has achieved several successful exits, Walters will play an instrumental role in building out YieldX’s operations, advising on and helping to further differentiate the disruptive tools YieldX…
A Chat with Adam Green, CEO at YieldX
Today’s discussion is with Adam Green, Adam is the CEO at YieldX which he co-founded with the present CIO, Steve Gross. Adam is no stranger to the entrepreneurial world. His first entrepreneurial venture was with Insomnia Cookies, which he helped develop while a student at Syracuse University. He teamed with friends to develop the concept…
Episode 467 Adam Green from YieldX
This episode was produced remotely using the ListenDeck standardized audio production system. If you’re looking to upgrade or jumpstart your podcast production please visit www.listendeck.com. You can subscribe to this podcast and stay up to date on all the stories here on Apple Podcasts, Google Play, Stitcher, Spotify, Amazon and iHeartRadio. In this episode the host John Siracusa chats remotely with Adam Green, Co-founder & CEO…
Pipe Leverages YieldX Income Portfolio as a Service (InPaas(R)) to Manage Yield Targeted Portfolio
The partnership will enable Pipe to identify ongoing liquid management opportunities and offer competitive yield at lower risk MIAMI, FL / ACCESSWIRE / December 2, 2021 / YieldX, a fintech company reimagining fixed income, today announced it will work with Pipe to manage its yield-targeted portfolio. Pipe-the fastest fintech to reach a $2 billion dollar valuation less than…
The Braintrust: Adam Green (YieldX) on Creating Access to the Trillion Dollar Yield Market
YieldX CEO Adam Green met cofounder Steve Gross when he brought a deal to him while Gross was on the Fintech Opportunities Committee at Franklin Templeton. Gross had spent years as a quantitative portfolio manager at some of the world’s leading hedge funds, eventually starting a quant portfolio construction analytics asset management firm called Alpha…
Envestnet and YieldX Team Up To Simplify Income Investing
Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform, empowering advisors to help clients achieve better fixed-income investment outcomes. Completing a year of significant growth and opportunity,…
RBC, Raymond James, LPL, plus annuity growth, Black wealth podcast, ESG guidance and more
RBC and Raymond James were among the firms to land advisors this week. Ballentine Partners is launching a podcast on Black wealth. An advisor with 44 disclosures is facing fraud charges. Scroll through to find what you might have missed this week in financial planning news. Prudential Financial’s asset management business, PGIM,…
Blockchange, Morningstar Team Up on Crypto: Tech Roundup
What You Need to Know Blockchange integrated its digital asset TAMP with the Morningstar ByAllAccounts client account aggregation tool. AI-driven fintech platform Tifin closed on a $47 million Series C funding round that included Hamilton Lane. Envestnet invested in YieldX, while Addepar acquired AdvisorPeak. Blockchange said Thursday that it has integrated its BITRIA Digital Asset…
Fintech Focus For October 28, 2021
Quote To Start The Day: “The more interaction, the more content is pushed out.” Source: Benzinga One Big Thing In Fintech: Wall Street’s top watchdog won concessions in a debate between U.S. regulators over how to police stablecoins, clearing a path for the Securities and Exchange Commission to crack down on the $131 billion market. Other Key Fintech…
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform,…
Envestnet and YieldX Announce Strategic Partnership
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its…
Envestnet Partners With Fixed Income Fintech
YieldX is a financial technology firm changing the way that fixed income investing operates – a field still full of complexities – so that it can be adopted by a wider audience of clients. Envestnet, the New York-listed wealth management systems firm, has entered a strategic relationship with YieldX, a fintech business aiming to shake up…
Advisor Tech Talk: 10/26/21
M&A is afoot in the wealth management space as firms hire more talent and ink strategic deals to strengthen their offerings to advisors. Addepar: Calif.-based Wealth management tech platform Addepar has acquired Salt Lake City, Utah-based AdvisorPeak, a tech partner of the firm that provides trading and rebalancing solutions for advisors. As a result of…
YieldX closes $18M Series A round led by Envestnet
The two companies also form a strategic partnership to distribute YieldX’s FinTech products Miami-based FinTech YieldX has landed an $18 million Series A funding round led by Envestnet, a publicly traded company that develops software for financial advisors. YieldX’s mission is to bring fixed income investment from Wall Street to Main Street. Startups like Robinhood have democratized the market…
Envestnet Makes Strategic Investment in YieldX
Investment solutions provider Envestnet announced it has made a strategic investment in fixed income investing platform YieldX this week. Illinois-based Envestnet was the lead investor in YieldX’s most recent, Series A funding round. The round, which totaled $18 million, brings YieldX’s total funding to $36 million. YieldX will use the money to scale its quant, engineering, and analytics teams…
Envestnet invests in YieldX
Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology and products through its platform, empowering advisors to help clients achieve better fixed-income investment outcomes. Completing a year…
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Need CHICAGO and MIAMI, Oct. 25, 2021 /PRNewswire/ — Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship. Envestnet…
Our ESG scoring system will transform fixed-income portfolios, says YieldX
While there are many ESG methodologies and vendors in the market, YieldX has developed “a transformative way to deliver income portfolios” with an ESG component, and advisors are beginning to embed it in their systems, Stewart Russell, its Chief Investment Officer told Wealth Professional. “We’re partnering with Clarity AI to create these portfolios, while taking into account the ESG…
YieldX’s Adam Green is on a Mission to Reinvent Fixed Income Investing and Make it Accessible For All Investors
Hubbis recently ‘met’ with Adam Green, co-founder of YieldX, which he helped launch in 2019 with the stated goal of reimagining fixed income with a ground-breaking, quant technology-powered platform that is designed to democratise fixed income investing. The digital, end-to-end platform enables retail investors access to products that allow them to benefit from the core…
Mark Cuban, Barbara Corcoran and Other Successful Entrepreneurs’ Best Small-Business Advice
Mark Cuban is a super-successful serial entrepreneur now, but he started out as a small-business owner with a lot of drive. And it’s important to remember that many of the most successful businesses out there started out small and grew over time. So, how did the people behind these businesses get the motivation to turn…
How Investing Can Help You Live Richer
Sticking to a budget, saving money where you can and spending wisely are all aspects of living a richer life — but investing is also an essential part of the equation. Although you may not immediately reap the rewards of investing, your future self will thank you for helping them to Live Richer. To understand…
Global ETF launches 22.7.21 to 29.7.21
This week has seen a wide variety of ETFs launched, presumably before the lull of August impacts all new activities. ESG continues to be a key theme for ETF launches, even when it is an added screen, as in the case of HANetf’s latest product, an enterprise software ETF with Purpose Investments. Newly acquired Rize…
DriveWealth teams up with YieldX on target yield ETFs
DriveWealth, a leading global brokerage infrastructure platform, today announced the planned launch of a new lineup of yield-focused fixed income ETFs, providing retail investors alternatives to low yielding cash accounts. The new ETFs will be powered by the YieldX platform, a cutting-edge API-driven fixed income digital platform that uniquely leverages AI with the aim to…
DriveWealth Launches Target Yield ETFs
On Tuesday, DriveWealth, a global infrastructure platform, announced the launch of two new ETFs that are yield-focused, fixed income ETFs. The ETFs will offer retail investors alternatives to low yielding cash accounts, according to the press release. DriveWealth has partnered with YieldX to provide the ETFs that utilize YieldX’s API-driven fixed income digital platform. Driven by artificial…
DriveWealth Launches Target Yield ETFs As Alternative To Low-Yielding Cash
On Tuesday, DriveWealth, a global infrastructure platform, announced the launch of two new ETFs that are yield-focused, fixed income ETFs. The ETFs will offer retail investors alternatives to low yielding cash accounts, according to the press release. DriveWealth has partnered with YieldX to provide the ETFs that utilize YieldX’s API-driven fixed income digital platform. Driven…
DriveWealth Launches Target Yield ETFs As Alternative To Low-Yielding Cash
On Tuesday, DriveWealth, a global infrastructure platform, announced the launch of two new ETFs that are yield-focused, fixed income ETFs. The ETFs will offer retail investors alternatives to low yielding cash accounts, according to the press release. DriveWealth has partnered with YieldX to provide the ETFs that utilize YieldX’s API-driven fixed income digital platform. Driven by…
2 Active Current Income ETFs Debut
Brokerage infrastructure provider DriveWealth today issued its first exchange-traded products: a pair of actively traded funds seeking to provide dividend payments each month through an artificial intelligence platform. The DriveWealth Steady Saver ETF (STBL) and the DriveWealth Power Saver ETF (EERN) both debuted on the NYSE Arca Tuesday with expense ratios of 0.66% and 1.49%, respectively. STBL has a…
DriveWealth teams up with YieldX on target yield ETFs
DriveWealth, a leading global brokerage infrastructure platform, today announced the planned launch of a new lineup of yield-focused fixed income ETFs, providing retail investors alternatives to low yielding cash accounts. The new ETFs will be powered by the YieldX platform, a cutting-edge API-driven fixed income digital platform that uniquely leverages AI with the aim to…
DriveWealth launches yield-focused fixed income ETFs with YieldX
Global brokerage infrastructure platform DriveWealth, LLC has announced the planned launch of a new line-up of yield-focused fixed income ETFs, providing retail investors alternatives to low yielding cash accounts. The new ETFs will be powered by the YieldX platform, an API-driven fixed income digital platform that leverages AI with the aim to optimise yield, expenses…
DriveWealth Partners With YieldX to Launch Target Yield ETFs to Help Retail Investors Take Better Control of Their Financial Lives
DriveWealth partners can also “white-label” the ETFs under their own name and branding July 27, 2021 12:04 PM Eastern Daylight Time CHATHAM, N.J.–(BUSINESS WIRE)–DriveWealth, LLC (DriveWealth), a leading global brokerage infrastructure platform, today announced the planned launch of a new lineup of yield-focused fixed income ETFs, providing retail investors alternatives to low yielding cash accounts.…
Miami-based YieldX is bringing fixed income trading from Wall Street to Main Street
Globally, the fixed income market (think securities such as municipal, treasury, and corporate bonds) is a $200 trillion industry. Yet investing in fixed income assets isn’t as easy as trading equities like stocks for everyday consumers. One Miami-based FinTech firm is trying to change that by using technology to enable consumers to access the fixed…
Adam Green, CEO / Co-Founder of YieldX — Democratizing Fixed Income Investing
In today’s episode, I sit down with Adam Green, CEO and co-founder of YieldX. Adam’s Background: Adam Green is a technology innovator, founder and capital markets veteran. He is currently the CEO and co-Founder of YieldX, a breakthrough technology infrastructure that is reimagining fixed income. The company launched in October, 2020 and is helping institutional…
How to Build an Investment Portfolio
Investing can be challenging for anyone, but for those in their mid-20s to mid-30s, it can be especially daunting to build a portfolio from scratch – especially while paying off student loans, credit card debt and establishing some savings. Add in 2020’s pandemic-inspired sell-off and the 2008 financial crisis and investors have a number of concerning not-so-distant…
Small bank takes stake in robo advisor to reach the mass affluent
Digital wealth management has traditionally been the purview of high-tech startups and financial industry heavyweights like Merrill Lynch or JPMorgan Chase. Smaller institutions, by contrast, have favored a model that relies on personal relationships between clients and financial advisors. Now, the $7.7 billion-asset Amerant Bancorp in Coral Gables, Florida, is looking to expand its share…
The Braintrust: Adam Green (YieldX) on Creating Access to the Trillion Dollar Yield Market
YieldX CEO Adam Green met cofounder Steve Gross when he brought a deal to him while Gross was on the Fintech Opportunities Committee at Franklin Templeton. Gross had spent years as a quantitative portfolio manager at some of the world’s leading hedge funds, eventually starting a quant portfolio construction analytics asset management firm called Alpha…
ON THE MOVE: State Street Adds Karen Wong for ESG; SEC Promotes David Saltiel
State Street Global Advisors has announced that Lynn Blake, CIO, Global Equity Beta Solutions (GEBS), will be retiring on September 30, 2021. John Tucker will be promoted to the role upon Blake’s retirement. Tucker began his career at State Street Global Advisors in 1990 and has held a number of senior roles within GEBS over the past 20…
FusionIQ partners with YieldX to access fixed income and enhanced cash management solutions
FusionIQ, an investment research and technology provider, has unlocked access to over one million fixed income investment products for its clients through YieldX’s InPaas API. The InPaaS API is a portfolio construction tool that optimises fixed income ETFs and closed-end funds for a desired income or yield target with the lowest risk and expense ratio. …
FusionIQ partners with YieldX to access fixed income and enhanced cash management solutions (ETF Express)
FusionIQ, an investment research and technology provider, has unlocked access to over one million fixed income investment products for its clients through YieldX’s InPaas API. The InPaaS API is a portfolio construction tool that optimises fixed income ETFs and closed-end funds for a desired income or yield target with the lowest risk and expense ratio.…
Fintech Focus For June 4, 2021
Quote To Start The Day: “You will face many defeats in life, but never let yourself be defeated.” Source: Maya Angelou One Big Thing In Fintech: Aries, a retail-focused brokerage built by and for traders, is set to launch globally this summer. In light of the company’s rapid growth in popularity, Benzinga chatted with founder and CEO Reda…
YieldX Continues its Growth Trajectory with Addition of Investment Veterans to Team and Board
Stewart Russell joins as Chief Investment Officer and David Andonian is added to the Board of Directors MIAMI, FL / ACCESSWIRE / June 3, 2021 / YieldX, the FinTech reimagining fixed income, today announced two key appointments. Stewart Russell has joined as Chief Investment Officer, and David Andonian has been added to the YieldX Board…
Low Rates, Aging Clients, and Where Advisors Will Turn for Help
In 2020, just 5% of independent RIAs relied fully on off-the-shelf models. However, they might turn to them for help in the low-yield environment, according to Cerulli Associates. Few private wealth managers outsource portfolio construction but that might finally begin to change. A prolonged low-yield environment is threatening to hamper retirement nest eggs and financial advisors will…
FusionIQ Partners with YieldX to Access Fixed Income and Enhanced Cash Management Solutions
WOBURN, Mass., May 6, 2021 /PRNewswire/ — FusionIQ, a leading investment research and technology provider, today announced it has unlocked access to over one million fixed income investment products for its clients through YieldX’s InPaas API. The InPaaS API is a portfolio construction tool that optimizes fixed income ETFs and closed-end funds for a desired income…
Fixed Income Leaders Launch YieldX, A Revolutionary Investment and Portfolio Management Platform
Built on a flexible, scalable API-driven technology to fit every business model, platform is powered by artificial intelligence and analytics MIAMI, Sept. 15, 2020 /PRNewswire/ — Today marks the launch of YieldX, a new digital, end-to-end platform for fixed income investing. Founded by startup veterans in both the fintech and fixed income space, the platform…