Search Results for: business practices

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19
Business Fintech News Risk Management

AICPA PFP Conference at ENGAGE 2020 Focuses on Financial Planning During COVID-19

Fintech News Desk
by Fintech News Desk0
The CARES Act, market volatility, Social Security strategies and the impact of COVID-19 on financial planning have brought numerous challenges and opportunities to the ever-changing financial planning landscape. The best practices and cutting-edge strategies emerging from these uncertain times will be shared at the AICPA Advanced Personal Financial Planning (PFP) Conference......
Fintech Investment Services News Trading

Apex Clearing and Marstone Launch Fully Integrated Digital Wealth Solution Through Strategic Partnership

Fintech News Desk
by Fintech News Desk0
First joint client mandate will transform wealth management as well as help companies meet investor demands and needs for years to come Marstone, Inc., a leading, independent digital wealth management platform, and Apex Clearing, the custody and clearing engine powering the future of digital wealth management, today announced the integration of......
Banking Capital Markets Fintech News Risk Management

Vanguard And Infosys Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partnership will advance digital transformation of Vanguard’s defined contribution recordkeeping business Vanguard announced it will partner with Infosys (NYSE: INFY) as part of its ongoing strategy to enhance and evolve its full-service defined contribution (DC) business. This strategic partnership will deliver a technology-driven approach to plan administration and fundamentally reshape the corporate retirement......
Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform
Business Fintech News

Insigneo And Skience Partner to Build the Firm’s Fully Integrated Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Leading independent broker-dealer and RIA Insigneo has entered into a contractual partnership with technology pioneer Skience to build a state-of-the-art platform that combines the most advanced end-client connectivity with a customized workstation designed for advisors with global practices. The working partnership has a goal of rolling out a solution that......
Code42 Partners with Cybrary to Educate Security Practitioners about Insider Risks to Data
Business Fintech News Risk Management

Code42 Partners with Cybrary to Educate Security Practitioners about Insider Risks to Data

Fintech News Desk
by Fintech News Desk0
Code42, the leader in insider risk detection and response, announced that it has partnered with Cybrary to invest in educating security practitioners on insider threats, which accounts for about two-thirds of breaches to data. The company recently expanded the coursework it offers – with a new multi-part video series – in the......
Wolters Kluwer FRR Launches OneSumX for Risk Management in China
Fintech News

Wolters Kluwer Lien Solutions Launches Technology Solution to Support Main Street Lending Program Participants

Fintech News Desk
by Fintech News Desk0
Wolters Kluwer Lien Solutions has launched iLien for Main Street – a technology solution devoted to helping U.S. lenders optimize their due diligence and lien management efforts when securing loans for small and medium-sized businesses under the Main Street Lending Program (Program). The Program is part of the U.S. Coronavirus Aid, Relief, and......
HarbourVest Partners Hires Rob MacGoey as CFO for Firm’s Management Company
Business Capital Markets Fintech News

HarbourVest Partners Hires Rob MacGoey as CFO for Firm’s Management Company

Fintech News Desk
by Fintech News Desk0
HarbourVest Partners, a global private markets asset manager,  announced the hiring of Rob MacGoey as the chief financial officer (CFO) for the Firm’s Management Company. MacGoey will work alongside Karin Lagerlund, current CFO, who will focus on client and fund accounting, treasury and capital markets. Read More: GlobalFintechSeries Interview with......
Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo
Business Fintech News

Top Morgan Stanley PWM Advisor Antoine Souma Joins Insigneo

Fintech News Desk
by Fintech News Desk0
Insigneo, the Miami-based Independent Broker-Dealer and RIA, has added a top Morgan Stanley Private Wealth Management Financial Advisor, Antoine Souma, to its ranks. Antoine is an industry veteran who, along with his team, formed Galliott Capital Advisors and joined Insigneo’s network of independent advisors. Read More: bitFlyer: Confidence in Cryptocurrency......
Atradius: Huge Rise in Late Payments as Pandemic Recession Bites
Business Fintech InsurTech News Risk Management

Atradius: Huge Rise in Late Payments as Pandemic Recession Bites

Fintech News Desk
by Fintech News Desk0
Atradius survey shows how COVID-19 has begun to affect USMCA businesses Cash flows are squeezed as USMCA feels effect of COVID-19. A survey into business-to-business (B2B) payment behaviour has revealed a massive increase in late payments across USMCA. The annual USMCA Payment Practices Barometer is a poll of businesses throughout the USA, Mexico and Canada. This......
Contactless Payments Preferred Payment Method for Almost 30% of Us Consumers Post COVID-19
Fintech News

Contactless Payments Preferred Payment Method for Almost 30% of Us Consumers Post COVID-19

Fintech News Desk
by Fintech News Desk0
Contactless Preference Up 8 Points Since Pre-Pandemic Contactless payment adoption will be boosted in the US, UK, Germany and China as restrictions due to COVID-19 are relaxed, according to a new report from Strategy Analytics Consumer Insights team. The Strategy Analytics Wireless Media Strategies (WMS) service report “COVID-19 Consumer Mobile Payment Insights,”......
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