Search Results for: financial independence

Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
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Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
The Longo Group, managing more than $530 million in client assets, is Sanctuary’s first New Orleans/Gulf Coast partner Sanctuary Wealth, home to the next generation of elite financial advisors, has expanded its network into the New Orleans and Mississippi Gulf Coast region with the addition of its first Louisiana team, The Longo Group, to the......
TASE Data Hub: The Tel-Aviv Stock Exchange is Launching a Data System that Allows, for the First Time, Direct, Immediate and Seamless Access to TASE Market Data
Fintech Investment Services News

Tel-Aviv Stock Exchange Bridges the Gap between Israeli High-Tech and Thousands of Institutional and Accredited Investors with TASE UP

Fintech News Desk
Newly Launched Innovative Electronic Platform TASE UP Allows Companies and Funds, For the First Time, to Raise Capital from Institutional and Accredited Investors and Remain Private TASE has entered into several collaborations, including with Jefferies, Novus, Fundit and IVC Comedian, Adi Ashkenazi, will be fronting the TASE UP launch campaign......
Fintech Investment Services News

True Link raises $35 million Series B led by Khosla Ventures and Centana Growth Partners

Fintech News Desk
Specialized fintech startup ramps up growth of its services for older adults, people with disabilities, and people recovering from addiction True Link Financial, a mission-driven financial technology company, announced today that it has raised a total of $35 million in two Series B tranches, the first led by Khosla Ventures and......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Banking Mobile Banking News Trading

Niyo Acquires Wealthtech Start-Up Goalwise; Aims To Target Millennials

Fintech News Desk
In a bid to expand its product offering to the millennials, Niyo, India-based digital banking fintech start-up, has acquired Goalwise, a new-age mutual funds investment platform. The Covid-19 pandemic has significantly increased the demand for digital banking and related services. Niyo is well-placed to use this opportunity to rapidly expand its user......
Fintech News

Burroughs Introduces TransacTec™ Device as a Service – The Future of Transaction Technology

Fintech News Desk
Burroughs has released an affordable turnkey cash automation program that provides financial institutions and retailers with an easy way to adopt cash automation technology. TransacTec Device™ as a Service includes the hardware ‒ smart safes, cash recyclers, self-service kiosks and ATMs ‒ and everything needed to efficiently operate the technology......
Artificial Intelligence Blockchain Fintech Startups News

The World’s First Blockchain-based Digital Collector Coin Buyers will be Identified Using Artificial Intelligence

Fintech News Desk
The Bank of Lithuania releases the world’s first blockchain-based digital collector coin that can be interchanged into a physical coin. The bank has formed a partnership with iDenfy to provide coin buyers with an automated identity verification process.  iDenfy, the Fintech Startup of the Year and the Central Bank of Lithuania,......
Increasingly Confident, Brokers Are Exploring a Variety of Breakaway Paths to Becoming Independent RIAs: TD Ameritrade Institutional Survey
Fintech News

Increasingly Confident, Brokers Are Exploring a Variety of Breakaway Paths to Becoming Independent RIAs: TD Ameritrade Institutional Survey

Fintech News Desk
While brokers have been breaking away from Wall Street for more than a decade to launch their own registered investment advisor (RIA) firms, they are increasingly confident in their ability to make a successful transition and exploring a wider range of paths to independence, according to the TD Ameritrade Institutional1 Break......
XP Inc. Acquires Stake in Fintech Antecipa Entering the Receivables Financing Market
Business Fintech News

XP Inc. Acquires Stake in Fintech Antecipa Entering the Receivables Financing Market

Fintech News Desk
XP, a leading, technology-driven financial services platform and a trusted provider of low-fee financial products and services in Brazil, announced the acquisition of a majority stake in Antecipa. Created as a digital platform for the financing of receivables, Antecipa’s central objective is to offer an efficient alternative for companies to optimize cash......
Great Valley Advisor Group Adds Bernicke Wealth Management
Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
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