Search Results for: relationship management

Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI; Opens Fifth Office in Under Three Years
Investments News

Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI Opens Fifth Office in Under Three Years

Fintech News Desk
by Fintech News Desk0
Pallas Capital Advisors, LLC (“Pallas Capital”), a leading independent financial planning and investment advisory firm, is pleased to announce the opening of its fifth office in Newport, Rhode Island. Latest Fintech News: Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools The firm spent 2021......
Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools
Investments News

Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools

Fintech News Desk
by Fintech News Desk0
Growing Number of Outsourced Chief Investment Officer (“OCIO”) Firms Adopt Data Aggregation Technology, Impact Scores, and Benchmarking Metrics Developed by Lenox Park Solutions as Standard Tools to Measure Diversity, Equity and Inclusion (“DEI”) Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Lenox Park Solutions, Inc. (“Lenox Park”,......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Circle Partners with New York Community Bancorp Inc. to Custody USDC Reserves and Invest in Community-Based Initiatives
Fintech News

Circle Partners with New York Community Bancorp Inc. to Custody USDC Reserves and Invest in Community-Based Initiatives

Fintech News Desk
by Fintech News Desk0
NYCB partnership marks Circle’s first custody relationship with a community bank and brings digital financial literacy opportunities to the greater NYCB community Circle Internet Financial, a global digital financial technology firm and the issuer of USD Coin (USDC), has announced a custody partnership with New York Community Bancorp, Inc. (NYSE: NYCB).......
Kevin Mechtley Named to Sammons Independent Annuity Group Leadership Team
Finance News

Kevin Mechtley Named to Sammons Independent Annuity Group Leadership Team

Fintech News Desk
by Fintech News Desk0
Product development, market intelligence, and distribution teams positioned for success Sammons Financial Group, Inc. has named Kevin Mechtley to a new role as Vice President, Business Development and Chief Innovation Officer. In this position, Mechtley will have a dual focus on new product innovation and strategic relationship building. Mechtley – who moves from......
Centric Bank Promotes Christopher J. Bickel to Commercial Revenue Officer
Banking News

Centric Bank Promotes Christopher J. Bickel to Commercial Revenue Officer

Fintech News Desk
by Fintech News Desk0
Centric Bank has promoted Christopher J. Bickel, Senior Vice President, Market Leader Main Line, to the new position of Commercial Revenue Officer, announces Patricia (Patti) A. Husic, President & CEO of Centric Bank and Centric Financial Corporation (OTC Pink: CFCX). Expanding on his Market Leader responsibilities, Chris will drive revenue for the bank and......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
True Wealth Ventures Raises $35 Million Fund II to Double Down on the Thesis that Women-Led Companies Outperform
Fintech Funding News

True Wealth Ventures Raises $35 Million Fund II to Double Down on the Thesis that Women-Led Companies Outperform

Fintech News Desk
by Fintech News Desk0
 Austin-based seed-stage venture capital firm invests in companies improving human and environmental health with at least one woman on the founding or executive team More than 75% of capital raised by True Wealth Ventures across Fund I & Fund II is backed by 80% female LPs True Wealth Ventures is......
Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine
Finance News

Anna Fedosova-Caldera Named Chief Fiduciary Officer at Sunstone Trust Company, in Irvine

Fintech News Desk
by Fintech News Desk0
Sunstone Trust Company, the only trust company focused on protecting the wealth and serving the interests of families and individuals who have immigrated to the United States, is pleased to announce the appointment of expert trust industry executive Anna Fedosova-Caldera as Chief Fiduciary Officer. Latest Fintech News: Lucinity & Experian Partner......
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