Search Results for: Financial Advisor

BSI Financial Joins MCT's Co-Issue Marketplace
Mortgage News

BSI Financial Joins MCT’s Co-Issue Marketplace

PR Newswire
by PR Newswire0
Mortgage Capital Trading, Inc., a leading mortgage hedge advisory and secondary marketing software firm, announced that BSI Financial Services (BSI) has become the latest investor to join BAMCO, MCT’s new marketplace for co-issue loan sales. BAMCO brings co-issue transactions directly into MCT’s whole loan trading platform and improves price transparency......
Orrick Adds Leading Tech Capital Markets Advisor Jamie Evans
Capital Markets News

Orrick Adds Leading Tech Capital Markets Advisor Jamie Evans

Business Wire
by Business Wire0
Orrick: Jamie Evans joins Orrick from Fenwick & West, where he co-chaired the Capital Markets & Public Companies Group. Over the course of his 20-year career, he has advised on some of the highest-profile technology public offerings in history. Jamie joins an Orrick tech practice that is counsel to over......
Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom
Finance News

Empower Launches Personal Wealth Division With Digital-First Planning Experience to Help Americans Achieve Financial Freedom

Business Wire
by Business Wire0
Wealth management business is part of evolution to deliver integrated advisory1, planning, and investment services across people’s full financial lives Empower, a titan of the retirement planning industry, has announced its ambitious expansion in consumer wealth management with the launch of its Personal Wealth division to make money management simpler,......
Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite
Finance Investment Services News

Lincoln Financial Group Further Enhances Industry-Leading MoneyGuard Suite

Business Wire
by Business Wire0
With the introduction of Real-Time Approval and the expansion of MoneyGuard Market Advantage, Lincoln highlights its continued commitment to the MoneyGuard suite, its clients and their loved ones Lincoln Financial Group continues to strengthen its MoneyGuard suite with the introduction of real-time underwriting capabilities and the expansion of Lincoln MoneyGuard Market Advantage into California.......
SRM Strengthens Transformational Banking Consulting Services to Help Financial Institutions Excel in Today’s Digital Environment
Banking News

SRM Strengthens Transformational Banking Consulting Services to Help Financial Institutions Excel in Today’s Digital Environment

Business Wire
by Business Wire0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across North America and Europe, announced several moves illustrating their commitment to transformational banking consulting, including core systems, open banking, and fintech investment strategy consulting services. “They bring tremendous industry knowledge and experience to SRM. They understand the pace......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
Chartwell Joins Ankura to Bolster Global Banking and Fintech Compliance Advisory Services
Compliance management Fintech News

Chartwell Joins Ankura to Bolster Global Banking and Fintech Compliance Advisory Services

PR Newswire
by PR Newswire0
Acquisition further enhances Ankura’s Global anti-financial crime offering to help banking and Fintech clients navigate the full spectrum of BSA/AML challenges Ankura Consulting Group, LLC, a leading global expert services and advisory firm, announced that it has acquired Chartwell Compliance (“Chartwell”), a leading global regulatory compliance and risk management firm that......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Cryptocurrency Investment Services News

Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice

PR Newswire
by PR Newswire0
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors
Fintech News

Integrated Partners Adds $2.25 Billion RIA Laurel Wealth Advisors

Business Wire
by Business Wire0
Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm, announced that it has acquired Laurel Wealth Advisors (“Laurel”), a California-based independent advisory firm known for its holistic planning approach, after significant due diligence by both parties. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder......
Enhanced Communications is Key to Payments Fraud
B2B Cloud Markets News

Johnson Financial Group Chooses nCino To Update Several Business Lines

Fintech Staff Writer
by Fintech Staff Writer0
Johnson Financial Group (JFG), a privately held financial services firm and registered investment advisor, will use nCino’s cloud banking platform across multiple lines of business, including Commercial, Small Business, Retail, and Deposit Account Openings, according to nCino, Inc., a pioneer in cloud banking for the global financial services sector. To......
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