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Business News

Aarti Kotak Named Chief Strategy and Operations Advisor at PEAK6

Fintech News Desk
Ms. Kotak, a Former Deputy Chief of Staff for Neighborhood Economic Development in Chicago Mayor’s Office, Will Work Closely With Senior Leadership, Focusing Efforts on Driving Effective Business and Workplace Improvements PEAK6, an investing and technology company, announced today that Aarti Kotak has been named Chief Strategy and Operations Advisor. Ms.......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
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Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Nassau Financial Group Launches “Simple Annuity,” a First-of-Its-Kind iOS App for Fixed Annuities
Fintech News

Nassau Financial Group Launches “Simple Annuity,” a First-of-Its-Kind iOS App for Fixed Annuities

Fintech News Desk
Nassau Financial Group (“Nassau”) launched Simple Annuity, its inaugural iOS mobile application, to support the sales of its fixed rate annuities. The Simple Annuity app marks a key step in Nassau’s efforts to redesign the sales and consumer experience for annuities, empowering agents with digital tools to support sales and......
OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year
Fintech News

OneStream Software Recognized as a Leader and Earns Perfect Recommend Score in Dresner Advisory Services’ EPM Market Study for Third Consecutive Year

Fintech News Desk
Recognition stems from OneStream’s leadership in customer experience and overall vendor credibility in the Enterprise Performance Management (EPM) market OneStream Software, LLC, a leading provider of modern Corporate Performance Management (CPM) solutions for mid-sized to large enterprises, has been named an overall leader for the third consecutive year in the 2020......
Druva Sets Industry Benchmark as the Largest and Fastest Growing SaaS Data Protection Company
Business Fintech News

Druva Sets Industry Benchmark as the Largest and Fastest Growing SaaS Data Protection Company

Fintech News Desk
Druva, Inc., the leader in Cloud Data Protection and Management, announced the close of its most successful year to date, with continued rapid growth and momentum for its SaaS-based data protection solutions. The company has experienced a 70 percent year-over-year increase in recurring revenue for its data center workload protection......
Narkasa to Let Investors Buy Crypto in Currency of Their Choice
Cryptocurrency Fintech News

Narkasa to Let Investors Buy Crypto in Currency of Their Choice

Fintech News Desk
The global cryptocurrency market is currently worth almost $265 billion, with nearly $70 billion in transactions carried out every day. Meanwhile, 314 cryptocurrency exchanges are now in operation worldwide, according to Coinmarketcap. At most of these exchanges, however, cryptocurrencies can only be bought with US dollars or euros. Read More:......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
Banking Business Fintech News

People’s United Bank Bolsters Suite of Treasury Management Technology with Integrated Payables and Invoice-to-Pay Solutions

Fintech News Desk
People’s United Bank, N.A., a subsidiary of People’s United Financial, has expanded its Treasury Management Payment offering, partnering with FIS and MineralTree to bring to market two best-in-class AP Automation solutions that will replace traditionally paper-based processes with simple, secure digital capabilities for Commercial Banking clients. These additions are part of......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
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