Search Results for: financial management

The Disruption House to Deliver Esg Verification of Fintech Solutions on Temenos Exchange to Accelerate Global Financial Services Innovation
Fintech News

The Disruption House to Deliver ESG Verification of Fintech Solutions on Temenos Exchange to Accelerate Global Financial Services Innovation

Fintech News Desk
by Fintech News Desk0
The Disruption House, providers of in-depth risk analytics on the ESG and business resiliency capabilities of Private and Venture Funded firms, announced that their scorecards and reports will be available for many of the firms hosted on the Temenos Exchange open marketplace for fintech solutions. Latest Fintech News: Kyriba Launches......
Stellus Capital Management Announces Key Hires
Banking News

Stellus Capital Management Announces Key Hires

Fintech News Desk
by Fintech News Desk0
Stellus Capital Management, LLC (“Stellus”), a leader in middle market direct lending, announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations. Latest Fintech News: VCTI Introduces Broadband Infrastructure Investment Analytics for Private Equity Firms “With their many years of credit, private equity and investment......
Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems
Finance News

Morgan Stanley at Work to Acquire Leading Nonqualified Deferred Compensation Plan Provider American Financial Systems

Fintech News Desk
by Fintech News Desk0
Morgan Stanley at Work announced the acquisition of American Financial Systems (AFS), a recognized leader in providing nonqualified executive benefit plan solutions and services to employers of all sizes. The business’s full-service deferred compensation plan offerings include: Latest Fintech News: Finastra and ITC Infotech Extend European Partnership to Deliver Treasury Automation......
Brad Scott Joins Copper Financial as National Sales Manager
Finance News

Brad Scott Joins Copper Financial as National Sales Manager

Fintech News Desk
by Fintech News Desk0
Copper Financial (“CuFi”) announced that Brad Scott has been welcomed to the organization as National Sales Manager. Scott will work with Copper Financial’s wealth advisors to help them better serve credit union members while helping the wealth advisors to develop and grow professionally. Latest Fintech News: Star Cluster Launches Intuitive, Comprehensive......
Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.
Finance News

Advisor Group Continues Strategic Growth with Acquisition of American Portfolios Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of New York-based Broker-Dealer with Approximately $40 Billion in Assets Further Positions Advisor Group as a Leader in the Independent Wealth Management Space and Broadens the Firm’s Nationwide Footprint Advisor Group, one of the nation’s largest networks of independent wealth management firms announced a definitive agreement to acquire American Portfolios Financial Services,......
FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share
Finance News

FlexShares Releases Behavioral Research for Financial Advisors on Growing Wallet Share

Fintech News Desk
by Fintech News Desk0
New study explores how to increase existing client assets Research identified five unique personality types driving behavior Northern Trust Asset Management’s FlexShares Exchange Traded Funds announced the findings from its latest research on how financial advisors can grow wallet share with existing high-net-worth (HNW) clients. While current research suggests that......
Money Management Apps Soar by 46% Year on Year as Consumers Seek to Beat Cost of Living Crisis
Digital Payments News

Money Management Apps Soar by 46% Year on Year as Consumers Seek to Beat Cost of Living Crisis

Fintech News Desk
by Fintech News Desk0
Estimated 10% of Europeans use apps with money management functionality – with Revolut, Monzo and Monese leading the way An analysis of the performance of money management apps over the past two years by app marketing and analytics platform App Radar has revealed that the sector has gained over 6 million new......
Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
by Fintech News Desk0
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
After Physical Health, Financial Well-Being Is Most Important To Younger Consumers, DE&I Audiences And Those Who Are “Underbanked”
Finance News

After Physical Health, Financial Well-Being Is Most Important To Younger Consumers, DE&I Audiences And Those Who Are “Underbanked”

Fintech News Desk
by Fintech News Desk0
Reach3 Insights’ research on future of Financial Services industry shows nearly half of these harder-to-reach audiences expect cash no longer to be used in five years, banks to disappear in 10 Financial well-being is second in importance only to health for younger consumers, DE&I audiences and those who use alternative financial......
1