Search Results for: financial success

Broadway Financial Corporation Announces Credit Agreement with ESOP
Finance News

Broadway Financial Corporation Announces Credit Agreement with ESOP

Fintech News Desk
by Fintech News Desk0
Broadway Financial Corporation, announced that the Board of Directors of the Company has approved extending a series of loans from time to time aggregating up to $5 million to the City First Bank, National Association Employee Stock Ownership Trust, which was established by the City First Bank, National Association Employee......
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......
Stretch and Highnote Partner to Accelerate Financial Access and Small Business Entrepreneurship
Banking Finance News

Stretch and Highnote Partner to Accelerate Financial Access and Small Business Entrepreneurship

Fintech News Desk
by Fintech News Desk0
Partnership creates financial building blocks for those facing barriers to banking services and business ownership Stretch, an education and financial platform for aspiring small business owners, announces its partnership with Highnote, a fully cloud-native card issuance and program management platform. Through the partnership’s first financial product, people can sign up for......
USALLIANCE Financial Partners with Lumin Digital for Enhanced Digital Banking Services
Banking Cloud News

USALLIANCE Financial Partners with Lumin Digital for Enhanced Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Lumin Digital has announced a new multi-year partnership with New York-based USALLIANCE Financial supporting an enhanced online-banking experience for USALLIANCE’s more than 140,000 members and more than $2.5 billion in assets. Aimed to launch at USALLIANCE in July 2023, Lumin’s cloud-based online and mobile digital banking platform will deliver enhanced safety and security features and......
Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group
Finance News

Harbor Lighthouse Wealth Management Joins LPL Financial, Financial Resources Group

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors David Rimkus, Donald Sharko and Thomas Phelan have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with Financial Resources Group Investment Services. They reported having served approximately $285 million in advisory, brokerage and retirement plan assets*, and join LPL from LaSalle St.......
FINBOA Releases Treasury Onboarding Software for Financial Institutions
Fintech News

FINBOA Releases Treasury Onboarding Software for Financial Institutions

Fintech News Desk
by Fintech News Desk0
New SaaS solution digitizes and modernizes Treasury services to enable growth FINBOA,., a leading innovator in intelligent process automation software for financial institutions, announced the release of its Treasury Onboarding SaaS solution.  This software modernizes and digitizes the commercial and treasury services application process in addition to maintenance, annual review......
Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program
Finance News

Experian and Center for Financial Advancement Launch HBCU Financial Literacy Program

Fintech News Desk
by Fintech News Desk0
The CFA Credit Academy will train student credit ambassadors to promote credit health and knowledge Almost half of all college students say money management is a bigger challenge than any other they may face, according to the U.S. Department of Education. To empower students as they embark on their higher education......
Succession Link Accelerates Growth Plans with Merchant Partnership
Finance News

Succession Link Accelerates Growth Plans with Merchant Partnership

Fintech News Desk
by Fintech News Desk0
Partnership puts focus on providing new solutions, reinforcing commitment to connecting the RIA marketplace Succession Link, the leading networking and communication platform connecting financial professionals considering M&A, announced its partnership with Merchant – a move that will help strengthen Succession Link to offer more value and solutions to its strong and growing community......
BankiFi Launched in North America, Raised $4.8 Million in Successful 2022
Banking News

BankiFi Launched in North America, Raised $4.8 Million in Successful 2022

Fintech News Desk
by Fintech News Desk0
Company poised to continue strong growth and become a leading SMB Banking Platform in North America in 2023 BankiFi, a fintech aimed at helping small/medium-sized businesses (SMBs) by putting banks and financial institutions back at the heart of business, finished the year strong with a series of milestones that position......
Reltime’s Global WEB3 Financial Ecosystem Changes the Game of the USD 7.5 Trillion Forex Market
Cryptocurrency Finance News

Reltime’s Global WEB3 Financial Ecosystem Changes the Game of the USD 7.5 Trillion Forex Market

Fintech News Desk
by Fintech News Desk0
Reltime announces its successful launch of the first swap of digital fiat currencies within the world’s first Web3 financial ecosystem. This revolutionary new Reltime FX service is now being offered to current and future Reltime B2B2C partners. Initial fiat currencies that can be swapped are NOK, SEK, DKK, EUR, USD, JPY,......
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