Search Results for: professional services

Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios
Fintech News

Tech Financial Management, a Division of Tech CU, Launches Automated Digital Investing Service Guided Wealth Portfolios

Fintech News Desk
by Fintech News Desk0
New Service Puts Your Investments on Cruise Control, Provides Access to a Financial Advisor to Ensure a High-Quality Experience(Tech Financial Management) Tech Financial Management, a division of Tech CU (Technology Credit Union), announced the launch of Guided Wealth Portfolios. Powered by LPL Financial, the new service is designed to provide consumers......
Realizing the Full Potential of Recovery Audits Through Technology and Spend Analytics
Fintech News

PRGX Showcases How the Combination of Recovery Audit and Spend Analytics Can Help Companies Achieve Greater Source-to-Pay Control

Fintech News Desk
by Fintech News Desk0
PRGX’s latest webinars offer insights for finance, procurement and supply chain professionals to identify and correct leakage PRGX Global, Inc., a global leader in recovery audit and spend analytics services, announced two new webinars are now available for viewing. Read More: Tratok, the Travel and Tourism Blockchain Disruptor, Goes Mainstream,......
Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch
News

Sanctuary Wealth Recruits $4 Million Producer From Merrill Lynch

Fintech News Desk
by Fintech News Desk0
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......
Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform
Economy Fintech InsurTech News

Good Life Companies Recruits $150 Million In Client Assets With Two Newly Added Financial Advisor Businesses To Its Platform

Fintech News Desk
by Fintech News Desk0
 Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, announced the successful recruitment of two independent financial advisor businesses to its platform with approximately $150 million in total client assets.  Former bank channel financial advisor Paul Castro has launched Pathway Wealth Management, an independent practice affiliated with Good Life Companies. ......
Medical Bills, Business Ventures Top List of Motivators for Private Lending in Iraq
Fintech News

Medical Bills, Business Ventures Top List of Motivators for Private Lending in Iraq

Fintech News Desk
by Fintech News Desk0
New Data from Qi Card Sheds Light on Iraqi Citizens’ Financial Situation(Medical Bill) Qi Card, the leading electronic payment solution and national debit/credit card of Iraq, provides new insight into the financial well-being of Iraqi citizens by studying their motivations for seeking private loans. According to the data released by the......
Canopy Releases Feature Updates for Its Practice Management and Tax Resolution Software
Fintech News

Canopy Shares Insights on What Clients Expect from Their Accountant

Fintech News Desk
by Fintech News Desk0
New report finds that in-person meetings and online document exchange are very important for clients Canopy, the leading cloud-based practice management platform for accounting professionals, today shared results from its survey on what clients appreciate and would like their accountant to change. The study found that 85 percent of those......
Fintech News

Real Estate Technology Helping New York and New Jersey Consumers Find Opportunity During COVID-19 Crisis

Fintech News Desk
by Fintech News Desk0
REX, the real estate technology company connecting residential real estate buyers and sellers and offering the lowest transaction costs in the industry, released two new reports Wednesday analyzing housing market trends in New York and New Jersey. Public data compiled and analyzed by REX’s data team, led by Chief Data Scientist Andy Terrel, shows......
InsurTech News Risk Management

The Intelligence Network by BAE Systems Adds Two Key North American Steering Committee Members

Fintech News Desk
by Fintech News Desk0
2,000 members and growing, the network is committed to fighting cyber fraud and cybercrime and delivering real-world solutions by 2025. Today, BAE Systems announced the prestigious additions of David Chenkin, Managing Partner of New York-based Zeichner Ellman and Krause LLP (ZEK) and chair of the firm’s Anti-Money Laundering/Financial Crime and......
Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations
Fintech InsurTech News Risk Management

Arceo.ai Deepens Insurance Industry Capabilities: Thomas Gamble Joins to Lead Broker Relations

Fintech News Desk
by Fintech News Desk0
Arceo.ai, a cyber risk analytics company that empowers enterprises to better identify, respond to, and recover from cyber risks, continues to grow its team of senior cyber insurance experts to reshape this growing segment of the marketplace.  Enhancing the services and solutions Arceo delivers to the cyber insurance industry, Thomas Gamble,......
Fintech InsurTech News

Blockchange and Gemini Partner in Industry First to Bring Digital Assets to Registered Investment Advisors.

Fintech News Desk
by Fintech News Desk0
Solution is a secure one stop shop for RIAs who want to participate in digital assets. Quantum Capital Management has signed on, with client assets already under management. Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced......
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