Month : June 2022

Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options
Finance News

Edward Jones Delivers Financial Advisor Flexibility and Choice with Teaming Options

Fintech News Desk
by Fintech News Desk0
Firm provides more autonomy in how financial advisors design and structure their teams  On its journey to deliver human-centered complete wealth management and advance its purpose to make a greater impact in the lives of its clients, colleagues and communities, financial-services firm Edward Jones today announced teaming options for its nearly 19,000......
New Report: Robo Advisers are on the March in the MENA Region
Featured Finance Risk Management

New Report: Robo Advisers are on the March in the MENA Region

Fintech Staff Writer
by Fintech Staff Writer0
One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows Wealth managers in the MENA region are expecting strong growth in the number of robo advisers and digital only wealth managers, new research for behavioral finance experts, Oxford Risk shows. Its study with......
National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions
Finance News

National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions

Fintech News Desk
by Fintech News Desk0
National Western Life Insurance Company (National Western Life), a wholly owned subsidiary of National Western Life Group, Inc. (Nasdaq: NWLI), entered a strategic alliance with Achaean Financial Holdings (Achaean), an intellectual property and product development company, to launch a new and innovative single premium immediate annuity to the financial marketplace. Latest......
AmeriLife Announces Strategic Investment from Genstar Capital
Investments News

AmeriLife Announces Strategic Investment from Genstar Capital

Fintech News Desk
by Fintech News Desk0
Renowned private equity firm’s joint partnership with Thomas H. Lee Partners will expand AmeriLife’s suite of services and offerings, and further accelerate growth for the nation’s leading distributor of health and financial solutions AmeriLife Group, LLC (“AmeriLife”), a national leader in developing, marketing, and distributing life and health insurance, annuities, and......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
Fintainium Receives $1Million in Funding From Bruning Bancshares and Expands Its Leadership Team by Adding Key Board Members
Fintech Funding Investments News

Fintainium Receives $1Million in Funding From Bruning Bancshares and Expands Its Leadership Team by Adding Key Board Members

Fintech News Desk
by Fintech News Desk0
Kenneth McPhail as Chairman and Chris Tonniges as Director, both former executives at CIT Bank. In addition, Barton “Chip” Bright has joined Fintainium as Chief Compliance Officer and General Counsel. Fintainium Inc. announced that Bruning Bancshares (“Bruning”) has made an equity investment into Fintainium alongside several family offices and high-net-worth individual investors comprising......
Financial Services Diversity Organization Hosts Career Fair & National Conference in Washington, DC
Finance News

Financial Services Diversity Organization Hosts Career Fair & National Conference in Washington, DC

Fintech News Desk
by Fintech News Desk0
The Association for Wholesaling Diversity (AWD) is a US based 501(c)(3) non-profit organization centered on black wholesalers in the financial services industry. After a two-year COVID hiatus, AWD will host its 6th National Assembly & Conference this year from June 16th to June 19th at The Westin Washington National Harbor. Latest Fintech News: MRHB continues to......
Voya Financial Announces Definitive Agreement with Allianz Global Investors
Finance News Uncategorized

Voya Financial Announces Definitive Agreement with Allianz Global Investors

Fintech News Desk
by Fintech News Desk0
As previously announced, Voya to integrate specified Allianz Global Investors’ U.S. teams and associated assets under management into Voya Investment Management; companies establish long-term strategic distribution partnership that will increase scale and reach of Voya Investment Management outside of the U.S. Combination expected to provide immediate, 6% – 8% cash......
Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace
Banking News

Signature Bank Appoints Five Private Client Banking Teams and Names Group Director to Existing Team Throughout the Metropolitan New York Marketplace

Fintech News Desk
by Fintech News Desk0
Signature Bank a New York-based, full-service commercial bank, announced the appointment of five private client banking teams throughout the metropolitan New York area as well as a group director assigned to an existing team. Latest Fintech News: Coastal Community Bank Joins Newly Launched Banking as a Service (BaaS) Association John Madigan......
Pitney Bowes SendPro 360 Achieves FedRAMP Security Authorization to Begin Offering Secure Cloud Services to Federal Agencies
News Security

Pitney Bowes SendPro 360 Achieves FedRAMP Security Authorization to Begin Offering Secure Cloud Services to Federal Agencies

Fintech News Desk
by Fintech News Desk0
Pitney Bowes Inc a global shipping and mailing company that provides technology, logistics, and financial services, today announced it has achieved U.S. Federal Risk and Authorization Management Program (FedRAMP) authorization for the SendPro 360TM solution, its next-generation sending and receiving platform. The FedRAMP authorization is testament to Pitney Bowes firm commitment to......
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