Search Results for: financial management

Assetplus Introduces Two New Financial Products, Several Others in the Pipeline
InsurTech News

Assetplus Introduces Two New Financial Products, Several Others in the Pipeline

Fintech News Desk
by Fintech News Desk0
After NPS and Corporate FDs, Unique Digital Dashboard to offer Insurance, Bonds and more Chennai-based fin-tech company AssetPlus is revolutionizing the field of Mutual Fund Distribution through a comprehensive, fully digital platform. While most MF operations across the country tend to be manual and cumbersome, AssetPlus, which delivers the best......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
CBIS Names International Financial Services Executive as Director
Investment Services News

CBIS Names International Financial Services Executive as Director

Fintech News Desk
by Fintech News Desk0
Roberto Herencia Brings New Perspective to Catholic Investment Manager’s Board Christian Brothers Investment Services, Inc. (“CBIS”), a leading Catholic, socially responsible investment management firm and registered investment advisor to Catholic investors around the world, announced the appointment of Roberto Herencia to its board of directors. Latest Fintech News: NICE Actimize Recognized as a......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
Crescent Raises $5Million Pre-Seed Round, Launches Platform to Help Companies Improve Cash Management
Cryptocurrency News

Crescent Raises $5Million Pre-Seed Round, Launches Platform to Help Companies Improve Cash Management

Fintech News Desk
by Fintech News Desk0
Crescent, a fintech best known for crypto-backed high yields, has announced it raised a $5M pre-seed round from strategic angels and tech founders including Anchorage Digital CEO Nathan McCauley launches platform to help companies improve cash management. Spend management and sustainable growth are amongst the hottest topics in Silicon Valley right now. Tech......
Finli Raises $6Million to Bring Mobile-First Payment Management to Service-Based Businesses
Digital Payments News

Finli Raises $6Million to Bring Mobile-First Payment Management to Service-Based Businesses

Fintech News Desk
by Fintech News Desk0
Finli, a payment management platform built for service-based small businesses in the US, has announced the close of its $6 million Seed fundraising round, led by the Urban Innovation Fund. Motley Fool Ventures, M13, Alumni Ventures, and all existing investors also participated in the round. The new injection of funds will......
Encap Investments, L.P., Independent Financial, Hilltop Residential Join Village Towers
Finance News

Encap Investments, L.P., Independent Financial, Hilltop Residential Join Village Towers

Fintech News Desk
by Fintech News Desk0
Moody National Companies is pleased to announce that Hilltop Residential will be joining the Village Towers development at Bunker Hill and I-10. Hilltop Residential, a real estate investment firm specializing in the Multifamily space, will occupy 10,760 square feet on the fifth floor of Tower II, with their lease commencing November......
Lincoln Financial Group Promotes Talent and Employee Experience Leaders to Support Long-Term People Strategy
Finance News

Lincoln Financial Group Promotes Talent and Employee Experience Leaders to Support Long-Term People Strategy

Fintech News Desk
by Fintech News Desk0
Kate Feather and Michael Kellar join the company’s Corporate Leadership Group in newly created roles. Lincoln Financial Group recently announced two promotions and appointments to its Corporate Leadership Group, which comprises Lincoln’s top executive leaders, from the Human Resources organization, led by Jen Warne, Executive Vice President and Chief People......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
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