Search Results for: financial management

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition
Finance News

B. Riley Subsidiary, Lingo Management, Announces Closing of BullsEye Telecom Acquisition

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. a diversified financial services platform, today announced that Lingo Management, LLC (“Lingo”), a B. Riley Principal Investments portfolio company, has completed the acquisition of BullsEye Telecom Inc. (“BullsEye”). BullsEye follows B. Riley’s recent acquisition of Lingo in which the Company increased its ownership interest to 80% on May......
Rippleshot Announces Partnership with Risk Intelligence Leader Flashpoint to More Proactively Combat Card Fraud for Financial Institutions
Digital Payments News

Rippleshot Announces Partnership with Risk Intelligence Leader Flashpoint to More Proactively Combat Card Fraud for Financial Institutions

Fintech News Desk
by Fintech News Desk0
Flashpoint Intelligence Platform further expands its card fraud mitigation solutions by implementing Rippleshot’s high-risk merchant data Rippleshot, a provider of proactive fraud detection and prevention solutions to payment processors and financial institutions, announced today a partnership with Flashpoint, the globally trusted leader in actionable intelligence, to pair Rippleshot’s compromised and high-risk......
HBT Financial, Inc. Announces Chief Financial Officer Transition Plan
Finance News

HBT Financial, Inc. Announces Chief Financial Officer Transition Plan

Fintech News Desk
by Fintech News Desk0
HBT Financial, Inc. the holding company for Heartland Bank and Trust Company (“Heartland Bank”), announced that Matthew J. Doherty, Executive Vice President and Chief Financial Officer, will step down from the Chief Financial Officer position on December 31, 2022, but will remain with Heartland Bank serving as Treasurer as a......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
Concourse Financial Group Welcomes Key Group
Finance News

Concourse Financial Group Welcomes Key Group

Fintech News Desk
by Fintech News Desk0
The hybrid RIA practice with over $500 million in assets has offices in New Jersey, Massachusetts and Arizona, and is comprised of nine financial professionals. Concourse Financial Group , a division of Protective Life Corporation (“Protective”), supporting more than 500 independent financial professionals nationwide, today announced the successful recruitment of Key Group Management, Inc. (“Key Group”),......
Eltropy Acquires Marsview AI, Empowering Financial Institutions to Automate the Contact Center
Finance News

Eltropy Acquires Marsview AI, Empowering Financial Institutions to Automate the Contact Center

Fintech News Desk
by Fintech News Desk0
Leading Digital Communications platform for Credit Unions and Community Banks now offers one seamless platform for Text, Chat, Voice, and Video channels with advanced AI technologies to personalize experiences and streamline the Contact Center Operation Eltropy, the industry-leading Digital Communications platform for financial institutions, announced the acquisition of Marsview.ai, the......
Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management
Commerce News

Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management

Fintech News Desk
by Fintech News Desk0
New Platform Feature Allows Specialty Brands to Incentivize, Track and Reward Prosumers Quivers, the leading commerce platform for specialty brands and retailers, announced the addition of Ambassador Relationship Management (ARM) an update to Quivers’ Collaborative Sales that allows brands to track the impact and return on investment (ROI) of ambassadors,......
Coinchange Financials Inc. Partners with TradeZing
Cryptocurrency Finance News

Coinchange Financials Inc. Partners with TradeZing

Fintech News Desk
by Fintech News Desk0
Announced alongside the new NFT Landscape Report showcasing the digital asset’s evolution, this strategic partnership will provide educational tools for Coinchange and TradeZing users to learn more about cryptos, NFTs and applicable uses Coinchange Financials Inc., a leading company offering an automated crypto wealth management platform, and TradeZing, a live-streaming,......
First Financial Bank Selects RiskExec SaaS Platform for Fair Lending Compliance
Banking Finance News

First Financial Bank Selects RiskExec SaaS Platform for Fair Lending Compliance

Fintech News Desk
by Fintech News Desk0
RiskExec, Inc. (“RiskExec”) a subsidiary of Asurity Technologies, LLC (“Asurity”), announced its software has been selected by Abilene, TX based First Financial Bank to assist in automating HMDA, CRA, Fair Lending processes. Latest Fintech News: Paytm Broadens Offline Payments Distribution, Partners with Samsung Stores to Deploy Smart PoS Devices and Offers Paytm Postpaid......
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