Search Results for: financial management

Esquire Financial Holdings Added to Membership of Russell 3000 Index
Finance News

Esquire Financial Holdings Added to Membership of Russell 3000 Index

Fintech News Desk
by Fintech News Desk0
Esquire Financial Holdings, Inc. announced that it has been added as a member of the broad-market Russell 3000 Index, effective June 27, 2022, as part of the 2022 Russell indexes reconstitution. Based upon its membership in the Russell 3000® Index, Esquire has also become a member of the small-cap Russell 2000® Index. Latest......
ICRA upgrades Outlook to Stable, while re-affirming long-term Rating of Edelweiss Financial Services
Finance News

ICRA upgrades Outlook to Stable, while re-affirming long-term Rating of Edelweiss Financial Services

Fintech News Desk
by Fintech News Desk0
Stable Financial Performance, Sustained Debt Reduction, Strong Business Fundamentals are the key drivers Edelweiss Financial Services Limited (“EFSL”) announced that ICRA, one of India’s leading credit rating agencies, has re-affirmed the Credit Rating of ‘[ICRA]A+’ to the Retail NCD Programme of the Company and has upgraded the outlook from Negative to Stable.......
Veteran Financial Advisor Jeffrey Steinberg Joins Avantax’s Employee-based RIA, Expanding Avantax RIA Footprint to Florida
Finance News

Veteran Financial Advisor Jeffrey Steinberg Joins Avantax Employee-based RIA, Expanding Avantax RIA Footprint to Florida

Fintech News Desk
by Fintech News Desk0
20-year financial services veteran leverages flexible Avantax affiliation models to create a future focused on consistent client service and growth opportunities Avantax, a leader in tax-focused financial planning, has acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®, ChFC®, CLU, JD, who becomes a Financial Planning Consultant......
Employers that Offer Comprehensive Financial Wellness Benefits Can Reduce Workers' Stress, Improve Productivity, According to New Freedom Financial Network Study
Finance News

Employers that Offer Comprehensive Financial Wellness Benefits Can Reduce Workers’ Stress, Improve Productivity, According to New Freedom Financial Network Study

Fintech News Desk
by Fintech News Desk0
Productivity loss from employees dealing with debt costs U.S. businesses over $40 billion annually Freedom Financial Network (FFN), a leading digital personal finance company, released a new whitepaper, Filling the Gap in Financial Wellness Benefits, which examines how employers that expand financial benefits beyond traditional wealth management and retirement savings programs can reduce workers’......
Q2 Achieves Record Fintech Adoption by Financial Institutions
Fintech News

Q2 Achieves Record Fintech Adoption by Financial Institutions

Fintech News Desk
by Fintech News Desk0
Quadrupled fintech integrations on the Q2 platform to 80+ solutions through the Q2 Innovation Studio, and 280 licenses signed by financial institutions Q2 a leading provider of digital transformation solutions for banking and lending, provided an update on the rapid expansion of its fintech partner ecosystem since launching the Q2......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
MAI Capital Management Acquires Winfield Associates
Finance News

MAI Capital Management Acquires Winfield Associates

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition adds to MAI’s financial planning and investment teams MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Winfield Associates (“Winfield”). The acquisition adds talent to MAI’s financial planning and investment teams......
Tina Chan Reich, Leader in Credit and Risk Management for Small and Midsize Businesses, Joins Bill.com Board of Directors
Finance News

Tina Chan Reich, Leader in Credit and Risk Management for Small and Midsize Businesses, Joins Bill.com Board of Directors

Fintech News Desk
by Fintech News Desk0
Bill.com, a leading provider of cloud-based software that simplifies, digitizes and automates financial operations for small and midsize businesses (SMBs), announced today that Tina Chan Reich has joined the company’s board of directors. Latest Fintech News: Lucinity & Experian Partner to Tackle Financial Crime and Drive Enhanced Levels of KYB Compliance......
SAS Acquires Kamakura to Propel Risk Technology Innovation as Financial Sector Braces for Volatility
Finance News

SAS Acquires Kamakura to Propel Risk Technology Innovation as Financial Sector Braces for Volatility

Fintech News Desk
by Fintech News Desk0
Underscoring SAS’ growth in the domain-specific solutions space, the acquisition will enable SAS to greatly enhance the breadth of its risk solutions portfolio Global AI and analytics leader SAS has acquired Honolulu-based Kamakura Corporation. Privately held Kamakura provides specialized software, data and consulting that helps financial organizations across the spectrum – banks,......
Financial Data Exchange (FDX) Reports 32 Million Consumer Accounts on FDX API to Power Open Banking and Open Finance
Banking Finance News

Financial Data Exchange (FDX) Reports 32 Million Consumer Accounts on FDX API to Power Open Banking and Open Finance

Fintech News Desk
by Fintech News Desk0
Implementation of interoperable and market-led financial data sharing API standard continues to grow in the US and Canada. The Financial Data Exchange (FDX) reports that 32 million consumer accounts are now using its FDX API for open finance data sharing. Since FDX’s last report in January 2022, nearly one million......
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