Search Results for: financial management

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings
Banking News

Axos Advisor Services Adds Day Hagan Asset Management to Enhance Money Manager X-Change (MMX) Offerings

Fintech News Desk
by Fintech News Desk0
Money Manager X-Change (MMX) provides financial advisors access to high-quality investment management, while helping to make their business more efficient. Axos Advisor Services, a hybrid custodian and financial services company with powerful, integrated custodial and banking solutions, has teamed up with Day Hagan Asset Management to enhance investment management offerings through the Money......
Lokyata Announces New Platform Enhancements To Modernize Decision Automation For Financial Institutions, Lenders
Finance News

Lokyata Announces New Platform Enhancements To Modernize Decision Automation For Financial Institutions, Lenders

Fintech News Desk
by Fintech News Desk0
-Enhances Consumer, Small Dollar and Auto Lending Processes- Lokyata, a company focused on delivering products that digitize, automate, and scale lenders’ credit decisions, has released a number of platform enhancements to help lenders further automate loan decisioning to save time, minimize manual work, standardize processes, and improve underwriting performance. The company......
IMA Financial Group Issues First Insurance Certificate on the Blockchain
Blockchain News

IMA Financial Group Issues First Insurance Certificate on the Blockchain

Fintech News Desk
by Fintech News Desk0
NFT transaction is another metaverse first for the leader in digital asset risk management IMA Financial Group, which earlier this year launched Web3Labs, is now the first insurance broker to issue a certificate of insurance (COI) on the blockchain. The COI, completed on behalf of client Engiven, was transacted as a non-fungible......
InCred and KKR India Financial Services Complete Merger
Finance News

InCred and KKR India Financial Services Complete Merger

Fintech News Desk
by Fintech News Desk0
• Combined business will operate under the InCred Finance brand name, with a US$600 million balance sheet  and a ~US$300 million equity base  • InCred Finance to be managed by Bhupinder Singh, Founder and CEO of InCred Group  InCred and KKR announced the conclusion of the strategic merger of InCred......
Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds
Investments News

Orion Advisor Solutions Expands Portfolio Management Team for Brinker Capital’s Destinations Funds

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced that Brian Storey, CFA, joined Orion’s Brinker Capital Investments as senior portfolio manager. Storey is a key contributor to asset allocation decisions across Brinker’s discretionary investment products and provides manager selection, due diligence and portfolio construction......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
by Fintech News Desk0
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health
Finance News

Advisor Group Launches Wellness Program Prioritizing Employee Physical, Mental and Financial Health

Fintech News Desk
by Fintech News Desk0
Expanded benefit program partners include virtual behavioral healthcare company Talkspace and healthcare firm Aetna Participation extends to all of the nearly 2,300 Advisor Group employees and families Advisor Group, the nation’s largest network of independent wealth management firms, announced the launch of a comprehensive wellness program to provide physical, mental and......
Jumio Announces Highest Sales Quarter Ever Powered by Financial Services and Healthcare Initiatives
Finance News

Jumio Announces Highest Sales Quarter Ever Powered by Financial Services and Healthcare Initiatives

Fintech News Desk
by Fintech News Desk0
Q2 highlights include launch of San Diego Innovation Lab, key executive hires and industry recognition for KYX Platform Jumio, the leading provider of orchestrated end-to-end identity proofing, eKYC and AML solutions, announced the highest sales of any quarter in the history of the company. This was fueled by an ongoing......
Closed Loop Medicine Appoints David Van Sickle as Non-Executive Director and Simon Ramsden as Chief Financial Officer
Finance News

Closed Loop Medicine Appoints David Van Sickle as Non-Executive Director and Simon Ramsden as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Appointments strengthen the Board and senior leadership team to support the Company’s international growth Closed Loop Medicine Ltd, a leading TechBio company developing combination prescription drug plus software therapy products that enable personalised dose optimisation, today announced it has appointed David Van Sickle PhD as Non-Executive Director and Simon Ramsden......
FOMO Pay to Utilize Ripple On-Demand Liquidity for Crypto-Enabled Treasury Management
Cryptocurrency News

FOMO Pay to Utilize Ripple On-Demand Liquidity for Crypto-Enabled Treasury Management

Fintech News Desk
by Fintech News Desk0
Ripple, the leader in enterprise blockchain and crypto solutions, announced a partnership with Singapore-based major payments institution FOMO Pay, which will utilize Ripple’s crypto-enabled enterprise technology to improve its cross-border treasury flows. Latest Fintech News: DIFX Partners with Crypto Oasis to Further Establish Its Foothold in the Competitive Global Crypto......
1