Search Results for: broker

DASH Names Steven Bonanno as Chief Information Officer
Business News Trading

DASH Names Steven Bonanno as Chief Information Officer

Fintech News Desk
by Fintech News Desk0
Veteran Capital Markets Executive Joins DASH to Lead Technology Operations and Infrastructure Teams DASH Financial Technologies, the industry’s leading capital markets technology and execution provider, announced the addition of Steven Bonanno as Chief Information Officer. Reporting directly to CEO Peter Maragos, Mr. Bonanno will be responsible for DASH’s I.T. infrastructure......
SagePoint Financial Recruits Veteran Financial Advisor John Ressler
Investment Services News

SagePoint Financial Recruits Veteran Financial Advisor John Ressler

Fintech News Desk
by Fintech News Desk0
Iowa-Based Independent Advisor Brings $115 Million in Total Client Assets to SagePoint Platform SagePoint has Welcomed 14 Advisors with More than $500 Million in Total Client Assets to its Platform Since July 2019 SagePoint Financial, an independent broker-dealer and registered investment advisor representing more than 1,400 independent financial advisors, announced......
Apprise Continues Expansion, Launching Dedicated Financial Reporting Valuation Group
Capital Markets News

Walker & Dunlop Grows Capital Markets Team in Chicago

Fintech News Desk
by Fintech News Desk1
Walker & Dunlop, Inc. announced that it has expanded its debt brokerage team in the Midwest with the addition of Managing Directors Tim Noonan and Dave Hendrickson, and Senior Vice President Pat Modig. Based in Chicago, Illinois, the team will be responsible for sourcing and structuring financing for all commercial real estate asset classes throughout the......
Ticker Tocker Expands Widget Distribution Program, Providing Access to Premium Trading Content to New Audience via CQG
News Trading

Ticker Tocker Expands Widget Distribution Program, Providing Access to Premium Trading Content to New Audience via CQG

Fintech News Desk
by Fintech News Desk0
New Widget Integration Offers Tremendous Exposure to Ticker Tocker’s Most Active Leaders and Actionable Live Trading Content to CQG Platform Users. Ticker Tocker, a social marketplace of trading Leaders providing real-time actionable trades and trading tools, announced the launch of the Ticker Tocker widget within the CQG Desktop platform. The......
Ledger Vault, Coinstreet Partners And Global Intelligent Trust Collaborate to Launch Digital Asset Custody Service for Digitized Securities, Tokenized Assets & Stablecoins
Fintech News

Ledger Vault, Coinstreet Partners And Global Intelligent Trust Collaborate to Launch Digital Asset Custody Service for Digitized Securities, Tokenized Assets & Stablecoins

Fintech News Desk
by Fintech News Desk0
BMI Coinstreet Digital (BC-Digital), a joint venture between BMI Group & Coinstreet Partners, and Global Intelligent Trust (GIT), a licensed trust company in Hong Kong, announced their collaboration to launch digital asset custody services for initial Tokenized Security Offering (TSO), Digitized Security Offering (DSO), Tokenized Asset Offering (TAO), Security Token Offering......
Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients
Banking News

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

Admin
by Admin0
Bank of America announced the expansion of unlimited commission-free online stock, ETF and option trading to all Merrill Edge Self-Directed investors. Zero-dollar trades, together with the firm’s powerful combination of personalized guidance, straightforward tools, professional expertise and the industry-leading Preferred Rewards program, ensure Bank of America and Merrill clients can pursue their......
Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods
Banking Fintech News

Redtail Technology Survey: Advisors Still Rely on Traditional Communication Methods

Fintech News Desk
by Fintech News Desk0
“Advisorcomms 2019” Survey Finds Nearly 90% of Advisory Firm Employees Believe Their Clients Would Like to Communicate With Them via Text Message Redtail Technology , a leading provider of client relationship management (CRM) solutions for financial services firms, published the results from its “AdvisorComms 2019” survey, which found that in-person......
AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms
Banking Fintech Funding News

AdvicePay and Valmark Financial Group Announce Strategic Partnership to Offer Innovative Service that will Streamline the Client Experience for Valmark Member Firms

Fintech News Desk
by Fintech News Desk0
New Partnership Will Allow Valmark Member Firms to Modernize and Simplify the Billing Process for Financial Planning Services and Better Serve Clients’ Changing Needs AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, one of the  leading independent full-service life insurance agency,......
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