Search Results for: Financial Advisor

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment
Investment Services News

Nitrogen Simultaneously Launches Integrated Software Products for Financial Planning, Investment Research and Risk Alignment

Business Wire
by Business Wire0
Nitrogen, the company that is revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The products are available to solo advisors a la......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
by Business Wire0
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
Scott Galit, Former Payoneer CEO, Joins Viola FinTech's Advisory Board
Fintech News

Scott Galit, Former Payoneer CEO, Joins Viola FinTech’s Advisory Board

PR Newswire
by PR Newswire0
Galit will support the fund’s mission to build global game-changing Fintech companies as well as foster relationships with the world’s leading financial institutions Viola FinTech, an operator-led global Fintech venture fund, announces that Scott Galit has joined its advisory board. Scott brings global leadership experience in leading payment companies and banks.......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
Fintech Guest Posts Security

Strengthening the Financial Sector Through Authentication and Regulation

Frederik Mennes
by Frederik Mennes0
At the beginning of 2024, the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) published a report quantifying the impact of weak identity solutions on our financial system. This is the first time a federal agency has made an effort to quantify the impact of compromised credentials on the US......
Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee
Digital Payments Fintech News

Fiserv Appoints Takis Georgakopoulos as Senior Advisor and Member of the Management Committee

Business Wire
by Business Wire0
Fiserv, a leading global provider of payments and financial services technology solutions, today announced that Takis Georgakopoulos will join Fiserv as a Senior Advisor, Executive Vice President, and a member of the Management Committee, effective September 3, 2024. “We are pleased to welcome Takis to the Fiserv team” Georgakopoulos will......
Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
Karma Wallet Appoints Former Visa Sustainability Chief Douglas Sabo as Strategic Advisor
Finance Fintech News

Karma Wallet Appoints Former Visa Sustainability Chief Douglas Sabo as Strategic Advisor

PR Newswire
by PR Newswire0
Sabo Joins to Help Consumers Create a Better Society and Planet with Everyday Spend  Karma Wallet, a fintech company and ecosystem enabling sustainable consumer spending, today announced the appointment of Douglas Sabo, former Visa Chief Sustainability Officer (CSO), as a Strategic Advisor to the company. In this role, Sabo will......
Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy
Artificial Intelligence Finance Fintech News

Fieldguide Extends Its Revolutionary AI Platform to Financial Audits: Transforming the Audit Process with End-to-End Intelligence, Efficiency, and Accuracy

GlobeNewswire
by GlobeNewswire0
Fieldguide, the first and only provider of end-to-end AI software for audit and advisory services, is proud to announce the launch of Fieldguide for Financial Audit, a groundbreaking AI-powered platform designed to drive efficiency across the entire audit lifecycle. This revolutionary platform combines Fieldguide’s cutting-edge AI capabilities with award-winning end-to-end......
Passthrough Expands Regulation & Compliance Efforts With Mark Mangion as Head of Financial Crime
Finance Fintech News

Passthrough Expands Regulation & Compliance Efforts With Mark Mangion as Head of Financial Crime

Business Wire
by Business Wire0
Today, Passthrough, a leader in fund workflow automation for investors, fund managers, and other fintechs, announced the addition of Mark Mangion to their team as Head of Financial Crime. Mangion is a Certified Anti-Money Laundering Specialist (CAMS) and Certified Fraud Examiner (CFE) who has a thirteen-year career in the financial crime......
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