Search Results for: Financial Advisor

New Global Blockchain Network of Networks for Financial Market Participants and Institutional Assets
Digital Payments Finance News

New Global Blockchain Network of Networks for Financial Market Participants and Institutional Assets

Business Wire
by Business Wire0
The privacy-enabled Canton Network allows previously siloed systems in finance to be interoperable and synchronized in previously impossible ways, unlocking new efficiencies and innovation Digital Asset and leading market participants announce their plans to launch the Canton Network, the industry’s first privacy-enabled interoperable blockchain network designed for institutional assets and built to......
BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
Finance News

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault

Business Wire
by Business Wire0
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of......
Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets
DeFi News

Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets

PR Newswire
by PR Newswire0
OpenTrade has raised an oversubscribed funding round led by Sino Global Capital, with participation from other leading Web3 organizations including Circle Ventures, Kronos Research, Kyber Ventures, Polygon Ventures, and Outlier Ventures. OpenTrade’s platform will provide users seamless access to a suite of on-chain structured financial products that are backed by investment......
Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise
Fintech News

Cornerstone Advisors Partners with VPCtech to Provide Bank and Credit Union Clients with Advanced Fiserv DNA Platform Expertise

PR Newswire
by PR Newswire0
Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced that it has entered into an exclusive partnership agreement with VPCtech, a specialized technology advisory and implementation services firm, to jointly provide clients with an elevated level of services to optimize their DNA account processing......
Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors
Finance Fintech News

Holistiplan Tax Planning Technology Now Available to Advisor Group Advisors

PR Newswire
by PR Newswire0
Award-winning technology gives financial professionals an opportunity to add significant value in reporting and financial planning Holistiplan, the industry-leading tax planning software for financial advisors, announced a strategic partnership with Advisor Group, one of the nation’s largest network of independent wealth management firms. Holistiplan will now provide discounted access to......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Dynasty Financial Partners To Launch Dynasty Investment Bank
Banking News

Dynasty Financial Partners To Launch Dynasty Investment Bank

Business Wire
by Business Wire0
Facing Substantial Demand for Investment Banking Services, Firm to Provide M&A Advisory Services to RIAs Inside and Outside of the Dynasty Network Dynasty Financial Partners announced the launch of Dynasty Investment Bank. Going forward, the firm will leverage its M&A and capital strategies capabilities to offer buy-side and sell-side advice......
Synchrony Joins Operation HOPE's National 'Financial Literacy for All' Initiative
Finance News

Synchrony Joins Operation HOPE’s National ‘Financial Literacy for All’ Initiative

PR Newswire
by PR Newswire0
Advances Access to Youth and Adults with Financial Education Synchrony, a premier consumer financial services company, announced it has become a member company of Financial Literacy for All (FL4ALL) – a national initiative dedicated to embedding financial literacy into American culture. Launched in May 2021 by Operation HOPE and a consortium of U.S. companies, including......
1