Search Results for: investment planning

New Affordable Cybersecurity Services Offered With CyberStout
Fintech News Risk Management

Featured New Affordable Cybersecurity Services Offered With CyberStout

Fintech News Desk
by Fintech News Desk0
President and founder of Modern Security Service (MSS), a Division of Modern Insight, LLC, Shane Miller this week announced the availability of the affordable CyberStout Cyber Defense Security service offering CyberStout will be leveraged by MSS for small to mid-sized (SME) professional services (law, accounting, architectural, financial, property management) firms,......
HSBC Joins OpenFin’s Series C Financing Round
Banking News

HSBC Joins OpenFin’s Series C Financing Round

Fintech News Desk
by Fintech News Desk0
OpenFin, the operating system (OS) of finance, announced that HSBC has joined its Series C financing round, bringing the total amount raised in this round to $22 million and total funding to date to $45 million. OpenFin will use the latest round of financing to expand its product offering into......
Solovis Launches New Risk Analytics Platform Designed for Asset Owners and Allocators
Fintech Investment Services News

Solovis Wins 2019 CIO Innovation Award for Data and Technology Innovation in Institutional Investing Industry

Fintech News Desk
by Fintech News Desk0
Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, announced it is the recipient of the 2019 CIO Innovation Award for Data and Technology. The CIO Innovation Awards program, sponsored by Chief Investment Officer magazine, recognized the CIOs and firms “to learn......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
Blockchain Technology Market Lost $3.55 Billion due to Technical Flaws, Says a Report From TBRC
Blockchain Cryptocurrency News

Blockchain Technology Market Lost $3.55 Billion due to Technical Flaws, Says a Report From TBRC

Fintech News Desk
by Fintech News Desk0
TheBusinessResearchCompany.com offers Blockchain Technologies Global Market Report 2019 from its latest offering added to its Information Technology/ IT Category The global blockchain technologies market was valued at about $2.01 billion in 2018, and is expected to grow to $9.97 billion at a rapid annual growth rate of more than 49% through 2022. Companies across......
Centene Corporation Announces 2020 Guidance
B2C Fintech News

Centene Corporation Announces 2020 Guidance

Fintech News Desk
by Fintech News Desk1
Centene Corporation announced its 2020 financial guidance. Total revenues are expected to be $78.6 billion to $79.4 billion, and diluted earnings per share are expected to be $4.17 to $4.33. Adjusted diluted earnings per share for 2020 are expected to be $4.64 to $4.84. Read More: Personetics Joins the AWS Partner Network Global Startup Program For its 2020......
BB&T and Suntrust Complete Merger of Equals to Become Truist
Banking News

BB&T and Suntrust Complete Merger of Equals to Become Truist

Fintech News Desk
by Fintech News Desk0
Clients to Be Served Through the BB&T and Suntrust Brands Until Conversion Truist Financial Corporation announced the completion of the merger of equals between BB&T Corporation and SunTrust Banks, Inc., effective Dec. 6, 2019. Truist is the sixth largest US commercial bank, serving approximately 10 million consumer households and a......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
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