Search Results for: broker accounts

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer
Fintech Investment Services News

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s general counsel and chief legal officer. Armstrong will oversee all legal matters and direct risk, compliance, audit and governance functions......
Sedgwick names Scott Rogers chief client officer
Business Fintech News

Sedgwick names Scott Rogers chief client officer

Fintech News Desk
by Fintech News Desk0
Sedgwick, a leading global provider of technology–enabled risk, benefits and integrated business solutions, has appointed Scott Rogers to the role of chief client officer. Rogers has been with Sedgwick for 23 years, most recently serving as group president of client services. In that capacity, he also oversaw Sedgwick’s industry practices and worked......
HawkSoft Partners with Innovative Proof of Insurance and Dynamic Verification Platform Certificial
Fintech InsurTech News

HawkSoft Partners with Innovative Proof of Insurance and Dynamic Verification Platform Certificial

Fintech News Desk
by Fintech News Desk0
Certificial is free for insurance agents and aims to revolutionize how insurance is verified and continuously monitored. Many interactions between businesses hinge on the ability for one party to provide a proof of insurance to the other. For example, delivering commercial shipments, accessing construction sites, or renting a commercial space......
ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement
Artificial Intelligence Fintech News

ForwardLane Names Lauren Feldman Director of RIA Sales and Client Engagement

Fintech News Desk
by Fintech News Desk0
ForwardLane, whose powerful artificial intelligence technology provides advisors of all sizes with signals and next-best actions prompts, has named Lauren Feldman as Director of RIA Sales and Client Engagement. Read More: Nacha Adopts Rules for the Ongoing Modernization of ACH Payments In her new role, Feldman will lead ForwardLane’s sales and......
FinTech Startup Front to Fix Problems 80% of Retail Investors Face Every Year
Fintech Investment Services News

FinTech Startup Front to Fix Problems 80% of Retail Investors Face Every Year

Fintech News Desk
by Fintech News Desk0
Leveling the playing field for the everyday investor. It’s no secret that playing the stock market has always been an uneven game. New investors are especially subject to a lack of proper resources and a flood of misinformation guiding their stock picks on a regular basis. Front is here to......
Despite Pandemic, Businesses Feel Ready to Face Challenges to Drive Growth, Lean on Modifications to Operations to Get There
Fintech News

Digital Payment Solutions Give a New Generation Greater Flexibility

Fintech News Desk
by Fintech News Desk0
FinancialBuzz.com News Commentary As consumer trends change overtime, many businesses have been forced to adapt accordingly. In recent years, one of the biggest demands in the consumer industry is more efficient payment systems. Traditionally, customers purchased products or goods at retail locations. However, with the rise of e-commerce, and now......
Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers
Fintech Investment Services News

Atom Finance Launches a Premium Subscription Tier to Equip Investors with an Informational Edge as Stock Markets Become More Accessible to Consumers

Fintech News Desk
by Fintech News Desk0
Atom Finance, the consumer software platform providing institutional-quality investment resources to individual investors, announced the launch of their new premium subscription offering. The launch brings an expanded suite of advanced research tools to investors and empowers them with the same financial data and market insights as leading Wall Street firms.......
Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance
Fintech Investment Services News

Schwab Completes Acquisition of TD Ameritrade

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade”). The combination will create a company with enhanced scale, an even better portfolio of world-class services and solutions, and a talented team united by an unwavering commitment to clients and a......
CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally
Business Fintech News Risk Management

CI Financial and d1g1t Inc. Expand Strategic Alliance To Drive Accelerated Growth Across North America and Globally

Fintech News Desk
by Fintech News Desk0
CI’s Assante Wealth Management and CI Investment Services to Integrate d1g1t Inc. Technology Platform Fastest-Growing Canada-Based Enterprise Wealth Management Fintech Provider to Support Continued Scalable and Seamless RIA Acquisitions by CI Financial CI Financial Corp. (“CI”) (TSX: CIX), and d1g1t Inc., the first provider of an enterprise wealth management platform powered......
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