Search Results for: wealth manager

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals
Finance News

Financial Advisors in North America Say AI Can Help Grow Their Business, but Adoption Can Be Challenging, Accenture Research Reveals

Fintech News Desk
by Fintech News Desk0
More than half of advisors believe that their firm is taking on too many AI pilots at once or that AI tools are too complicated to use Although the vast majority of financial advisors in North America believe that artificial intelligence (AI) will transform financial advice and help drive business......
Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership
InsurTech News

Simplicity Group Acquires Element Insurance Partners The 38th Organization to Join the Fast-Growing Partnership

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”) announced the acquisition of Element Insurance Partners (“Element”), an independent insurance brokerage agency based in Omaha, Nebraska. With this deal, Simplicity’s 38th acquisition, Simplicity welcomes Troy Woods as a partner. Mr. Woods will continue to manage the day-to-day business operations of Element, while transitioning to the Simplicity brand. Latest......
Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services
News Security

Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services

Fintech Analyst
by Fintech Analyst0
Entreda’s All-In-One Monitoring and Protection Program To Enhance Network Security For Texas-Based RIA Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Houston, Texas-based Saxon Financial Group, which oversees $440 million in client assets, has elected Entreda to provide their 18......
New Report: Robo Advisers are on the March in the MENA Region
Featured Finance Risk Management

New Report: Robo Advisers are on the March in the MENA Region

Fintech Staff Writer
by Fintech Staff Writer0
One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows Wealth managers in the MENA region are expecting strong growth in the number of robo advisers and digital only wealth managers, new research for behavioral finance experts, Oxford Risk shows. Its study with......
Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure
Finance News

Oppenheimer Extends Investment Banking Build Up With Appointment of John C. Putrino as Co-head, Real Estate and Head, Lodging & Leisure

Fintech News Desk
by Fintech News Desk0
Putrino’s Outstanding Record Advising Companies and Investors Enhances Oppenheimer’s Standing as Banker of Choice in Real Estate, Lodging & Leisure Oppenheimer & Co. Inc. a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings announced the continued expansion of its Financial Institutions team with the appointment of John C. Putrino as......
CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel
Finance News

CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel

Fintech News Desk
by Fintech News Desk0
CommunityAmerica CUSO One, LLC and Copper Financial announced that Amy Rush has joined the organization as General Counsel. Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER CONNEXIONS “Copper Financial has experienced immense growth in working with credit unions and helping members on the path to financial peace of mind,” said Mike......
DHgate Forays Into Social Commerce, Unveils Brand New One-Stop SaaS Platform MyyShop to Make Social Power Boost Business
Banking News

Reich & Tang Deposit Solutions (R&T) and Total Bank Solutions (TBS) Complete Planned Business Combination

Fintech News Desk
by Fintech News Desk0
The combined fintech will have more than $220 billion of assets under administration and an expanded product offering to serve banks, credit unions, wealth managers and trust institutions. Reich & Tang Deposit Networks, LLC (“R&T“) and Total Financial Solutions, LLC (“TBS“) announced the successful completion of their planned business combination. Together, the......
MassMutual Becomes Equity Investor in Kudu Investment Management
InsurTech Investment Services News

MassMutual Becomes Equity Investor in Kudu Investment Management

Fintech News Desk
by Fintech News Desk0
Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers worldwide, announced that Massachusetts Mutual Life Insurance Company (MassMutual), a leading U.S. mutual life insurance company, has become an equity investor – joining White Mountains Insurance Group, Ltd.. Since 2018, New York-based Kudu has......
Airwallex to Help HubSpot Customers Scale Internationally Through App Accelerator Program
Digital Payments Finance Fintech News

Airwallex to Help HubSpot Customers Scale Internationally Through App Accelerator Program

Fintech News Desk
by Fintech News Desk0
Leading global fintech platform Airwallex is excited to announce it has joined HubSpot’s App Accelerator program to bring high quality apps to international companies. The accelerator marks the first partnership between the two companies, which will enable HubSpot users to access Airwallex’s global financial infrastructure. Joining the accelerator enables Airwallex to significantly......
Synapse Announces Partnership with Lineage Bank, Enabling a Wide Range of Financial Services for Fintech Companies and Their Customers
Banking Finance

Synapse Launches Global Cash, a US-based Account Solution for International Fintech Companies

Fintech News Desk
by Fintech News Desk0
Global Cash enables residents in over 35 countries to invest, hold, and spend U.S. dollars, accept payments from U.S. companies, and receive a U.S. bank-issued debit card Synapse, a global banking-as-a-service platform that increases access to best-in-class financial products, today announced the launch of Global Cash, a secure cash management account......
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