Search Results for: Principal

Jody Padar, The Radical CPA, Joins the Botkeeper Team
Fintech News

Jody Padar, The Radical CPA, Joins the Botkeeper Team

Fintech News Desk
by Fintech News Desk0
Botkeeper has announced that Jody Padar, one of Accounting Today’s Top 100 most influential people in the profession, will become Botkeeper’s Vice President of Strategy and work to bring the company closer to the accounting profession. As many know, Jody has been working with “the Bots” over the last 18......
Phoenix American Financial Services Announces New Client Partnership with One Wall Partners
Business News

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience......
Newfront Insurance Names Garth Hamilton as Chief Sales Officer
InsurTech News

Newfront Insurance Names Garth Hamilton as Chief Sales Officer

Fintech News Desk
by Fintech News Desk3
Newfront Insurance welcomes Garth Hamilton as new Chief Sales Officer to advance the company’s mission and growth Newfront Insurance announced that Garth Hamilton has joined the company as Chief Sales Officer. In this role, he will lead brokers in developing client solutions and continuing the firm’s rapid organic growth. Before joining......
Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities
Banking Business News

Survey: Most Financial Services’ Digital Offerings Are Not Accessible to Persons With Disabilities

Fintech News Desk
by Fintech News Desk0
With Market Gaps, Brand Reputation and Legal Threats Looming, Companies Must Take a More Decisive Approach Deque Systems, a leading software company specializing in digital accessibility, announced the results of a survey showing that most financial services firms are not adequately ensuring that their websites, mobile sites and apps are......
Deloitte Shares Insights on the Libra Project, a Bold New Proposition to Simplify Global Money Movement and Foster Financial Inclusion
Banking Business News

Deloitte Shares Insights on the Libra Project, a Bold New Proposition to Simplify Global Money Movement and Foster Financial Inclusion

Fintech News Desk
by Fintech News Desk0
Deloitte published its viewpoint on the Libra Project, a payment tool that seeks to facilitate a more connected global payment system, remove inefficiency in global money movement and commerce, and foster financial inclusion and economic participation. At the center of the Libra Project is the Libra — a digital asset with......
Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech
Business News

Davos 2020: delegates at World Economic Forum Urged to Commit to Fintech

Fintech News Desk
by Fintech News Desk0
Davos delegates urgently need to make a big, bold commitment this year to fintech, affirms the CEO of one of the world’s largest independent financial services and advisory organizations. The rallying call from Nigel Green, founder and chief executive of deVere Group, comes as world leaders, CEOs, academics, influencers and......
Leading Decentralized Investment Banking Group - Coinstreet Partners, Awarded Asia Futurist Leadership Award
Banking Fintech News

Leading Decentralized Investment Banking Group – Coinstreet Partners, Awarded Asia Futurist Leadership Award

Fintech News Desk
by Fintech News Desk0
The Asia Futurist Leadership Award in the category of High Flyer Award – Outstanding Deal Originator In Asia was awarded to Coinstreet Partners by the Association of Family Offices in Asia, the Association of Private Bankers in Greater China and the Women In Leadership Association at the Asia Futurist Leadership Summit, held in Hong Kong during International Financial Week. Asia Futurist......
Host Analytics Rebrands as Planful
Banking News

Host Analytics Rebrands as Planful

Fintech News Desk
by Fintech News Desk0
Newly Unveiled Vision Reflects Value of the Company’s Continuous Planning Solution to Drive Faster, Confident Decision Making Host Analytics, Inc., a leading financial planning and analysis (FP&A) platform provider, announced that the company has changed its name to Planful, Inc. The name, Planful, is inspired by the company’s vision for......
Broadridge Names Vijay Mayadas to Lead Capital Markets
Banking Fintech News

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Fintech News Desk
by Fintech News Desk0
Among Advisors Planning to Increase ETF Allocations, 55% Plan to Shift Assets Away From Actively Managed Equity Funds Broadridge Financial Solutions, Inc., a global Fintech leader, released results from a new survey of over 500 financial advisors, revealing that ETF demand is predicted to continue increasing in 2020 and that......
Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner
Banking Capital Markets News

Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner

Fintech News Desk
by Fintech News Desk0
Founded by Former Chief Investment Officer of New York Life, John Kim, Brewer Lane Ventures Is a Fund Focused on Investing in Early-Stage Insurtech and Fintech Startups Brewer Lane Ventures, a new venture capital firm focused on investing in the insurtech and fintech industries, announced it has brought on Martha......
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