Search Results for: member education

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices
Finance Investment Services News

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices

Fintech News Desk
by Fintech News Desk0
Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared In a new study from BNY Mellon Wealth Management and Campden Wealth, the next generation of ultra-high-net-worth individuals (UHNWI) overwhelmingly indicate they are ready for succession in the family enterprise, with......
Kinecta Federal Credit Union Showcases Its Commitment to Kindness and Caring Through Giving and Community Support
Finance News

Kinecta Federal Credit Union Showcases Its Commitment to Kindness and Caring Through Giving and Community Support

Fintech News Desk
by Fintech News Desk0
Kinecta supports families and the communities it serves through donations, volunteerism, fundraising activities, scholarships and grants As part of its commitment to support the communities it serves, Kinecta Federal Credit Union exemplifies what it means to be invested and focused on providing value beyond its financial products and services. Throughout the year,......
Cryptocurrency DeFi Fintech News

Exciting Features Of Shikoku. Why Invest?

Fintech News Desk
by Fintech News Desk0
In a world where cryptocurrencies have managed to turn that initial curiosity, they had garnered some serious attention, where having freedom and access to decentralized assets are the leading objectives of man, we bring to you Shikoku Inu – The Next Shiba Inu!” It was only when he reached a......
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Webull Expands Into Australia

Fintech News Desk
by Fintech News Desk0
 Webull Corporation (“Webull”), the owner of the popular Webull trading platform, announced the launch of its retail brokerage services in Australia. Through licensed financial services trading firm Webull Securities (Australia) Pty. Ltd. (“Webull Australia”), a subsidiary of Webull, Australian residents can now trade U.S.-listed equities, ETFs, options, and fractional shares,......
Sunil Rajasekar Appointed Chief Executive Officer of Billtrust
Fintech News

Sunil Rajasekar Appointed Chief Executive Officer of Billtrust

Fintech News Desk
by Fintech News Desk0
Billtrust, a B2B order-to-cash software market leader, announced that Sunil Rajasekar has been appointed Chief Executive Officer. Rajasekar succeeds Flint Lane, the Company’s founder, who will remain on the Board of Directors. “Today marks the beginning of the next chapter for Billtrust, and I’m excited to see Sunil, a strong......
Mountain America Credit Union to Offer Instant Home Equity With Blend
Banking Cloud News

Mountain America Credit Union to Offer Instant Home Equity With Blend

Fintech News Desk
by Fintech News Desk0
Nation’s 12th-Largest Credit Union Selects Blend’s Revolutionary Home Equity Product Blend, a leading provider of cloud banking software, announced that Mountain America Credit Union selected its Instant Home Equity solution to provide members access to a fully digital end-to-end home equity product that dramatically cuts down loan application approval times.......
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
Investment Services News

Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

Fintech News Desk
by Fintech News Desk0
PCIA adds $1.75 billion team with remote wealth management capabilities Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*. “Joining Prime Capital Investment......
Graphene Investor Services Joins the Bosonic Network
Artificial Intelligence Fintech News Recommended

Heavyweights Comments On The Asian Financial Forum

Fintech Staff Writer
by Fintech Staff Writer0
The two-day Forum will include more than 40 discussion sessions, featuring heavyweight financial, government and business leaders to shed light on major topics, including global economic outlook, regional trade collaborations such as the Regional Comprehensive Economic Partnership Agreement (RCEP) and Guangdong-Hong Kong-Macao Greater Bay Area, asset and wealth management, environment,......
Copper Launches Teen Investing Product To Power A Younger Generation of Investors
Banking Investment Services News

Copper Launches Teen Investing Product To Power A Younger Generation of Investors

Fintech News Desk
by Fintech News Desk0
After engaging with 1,200,000+ Banking app users, Copper automates and simplifies real-world investing for teens from the ground up Copper, the go-to banking app that truly teaches teens and kids about money and sets them up for future financial success, announced its expansion to Copper Investing, a teen-centric Registered Investment......
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