Search Results for: Financial Advisor

UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives
Cloud Fintech News

UST Continues Building Momentum in the Financial Services Sector with Key Business Transformation Initiatives

PR Newswire
by PR Newswire0
With experienced leaders and dynamic solutions in place, UST builds on positive 2022 results and will expand operations in the rapidly transforming market UST, a leading digital transformation solutions company, is proud to announce its continued growth and success in the banking and financial services industry. Today, UST is a trusted......
Halo Investing Secures Financial Services Permission from Abu Dhabi Global Market’s Financial Services Regulatory Authority (FSRA)
Fintech Investment Services News

Halo Investing Secures Financial Services Permission from Abu Dhabi Global Market’s Financial Services Regulatory Authority (FSRA)

GlobeNewswire
by GlobeNewswire0
Halo Investing, a leading global Fintech headquartered in Chicago, U.S.A.,  announced that it has secured its Financial Services Permission (“FSP”) from Abu Dhabi Global Market (“ADGM”)’s Financial Services Regulatory Authority (“FSRA”) effective 19 January 2023. Latest Fintech Insights : Finastra And Integro Technologies To Offer Comprehensive Digitalization And Exposure Risk......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
Black Dragon Capital names Benson Porter, Former CEO of BECU and First Tech Credit Union, as Executive Advisor to Focus on Technology investing That Benefits Credit Unions
Fintech News

Black Dragon Capital names Benson Porter, Former CEO of BECU and First Tech Credit Union, as Executive Advisor to Focus on Technology investing That Benefits Credit Unions

PR Newswire
by PR Newswire0
CUSO emphasis will combine unique credit union and FinTech operational knowledge to bring innovative new technology to the credit union movement. Porter and Black Dragon Capital CEO and Founder Louis Hernandez, Jr. have partnered in technology innovation for almost 2 decades. High-performing private equity firm Black Dragon Capital has announced the......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Cornerstone Advisors Launches Digital School
Finance Fintech News

Cornerstone Advisors Launches Digital School

Fintech News Desk
by Fintech News Desk0
Company expands educational offerings to help financial institutions meet digital transformation demands Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions, and fintech firms, announced that it has created a Digital School to provide financial institution executives with education and tools to get them up to speed on......
Featured Finance Fintech Primers

Why Is Financial Planning Important?  

Pooja Choudhary
by Pooja Choudhary0
What Is Financial Planning?   Financial planning is a model whereby planning for the future is done, specifically around how one will manage the finances and prepare for all of the potential expenses that may arise. The process involves analyzing the current financial situation and thereby identifying the goals and then......
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