Search Results for: continuing education

John Hancock Drives More New Business Through ON24 Digital Experiences
Finance Fintech News

John Hancock Drives More New Business Through ON24 Digital Experiences

Fintech News Desk
by Fintech News Desk0
Financial services leader grows sales 25% and helps partners increase new business by 266% John Hancock, a leading international financial services company, used ON24 digital experiences to drive new business and expand reach to a greater number of financial advisors. John Hancock engaged more than 1,500 partners on the ON24 platform......
Kaplan Partners with Wall Street Bound to Prepare Diverse, Under-represented Youth for Careers in the Financial Services Industry
Fintech News

Kaplan Partners with Wall Street Bound to Prepare Diverse, Under-represented Youth for Careers in the Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Kaplan, Inc., one of the world’s largest and most diverse education providers, is investing in a partnership with Wall Street Bound, Inc., an emerging finance education nonprofit organization committed to recruit, train, and mentor diverse and under-represented youth for careers in the financial services industry. “We’re excited to be working with......
CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community
Finance Investments News

CAIS Partners with Buckingham Strategic Wealth to Deepen Learning and Development Opportunities for the Wealth Management Community

Fintech News Desk
by Fintech News Desk0
Partnership broadens CAIS IQ offering with original content to empower financial advisors CAIS, the industry-leading alternative investment and financial education platform, announced a partnership with Focus Financial Partners firm Buckingham Strategic Wealth, LLC (“Buckingham”), an independent Registered Investment Advisory (RIA) firm with approximately $21 billion in AUM and over 40......
Vertafore-Welcomes-Industry-Veteran-Jon-Newpol-as-General-Manager-to-Lead-its-Distribution-and-Compliance-Management-Business
Business Fintech InsurTech News

Vertafore Welcomes Industry Veteran Jon Newpol as General Manager to Lead its Distribution and Compliance Management Business

Fintech News Desk
by Fintech News Desk0
Today, Vertafore announced that insurance industry veteran Jon Newpol will lead its distribution and compliance management segment as senior vice president and general manager. Newpol joined Vertafore this month after serving in several senior executive positions with Thomson Reuters, Truven Health Analytics and IBM. In his prior roles he led......
K2 Integrity Bolsters Financial Investigations and Forensic Accounting Services
Business Fintech News

K2 Integrity Announces Intent to Partner with ABA as Provider of Financial Crimes Resources

Fintech News Desk
by Fintech News Desk0
K2 Integrity, the preeminent risk, compliance, investigations, and monitoring firm, announced its intent to partner with the American Bankers Association (ABA). The announcement was made virtually at the 32nd annual ABA/ABA Financial Crimes Enforcement Conference. Read More: Opportunity Fund Partners with Lendio and Funding Circle, Increasing Small Businesses’ Access to Credit Through this......
PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f
Business Fintech News

PortfolioAid and VigilantCS Form a Strategic Compliance Technology Partnership to Tackle Client-Focused Reforms (CFRs)f

Fintech News Desk
by Fintech News Desk0
Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Read......
Carson Group Announces Elimination of Technology Costs for Its Partners
Fintech News

Carson Coaching Online Launches To Deliver Proven Growth Resources For Top Advisors

Fintech News Desk
by Fintech News Desk0
Carson Group, one of the fastest growing financial services firms in the country, today announced that the firm’s nationally-recognized, top-ranked advisor coaching program, Carson Coaching, has released the next iteration of its online coaching and practice management program to help financial advisors take their firms to the next level. Read More: Huobi......
Business News

Thentia Closes Series A With BDC to Bring Advanced Tech to Regulation

Fintech News Desk
by Fintech News Desk0
Thentia, a global leader in regulatory software, has closed Series A equity financing from the Business Development Bank of Canada’s Industrial, Clean and Energy Venture Fund. Thentia, which has a major presence in the regulatory and licensure market, will use this equity financing to expand its sales and marketing activities worldwide and......
Financial Advisors Need to Amp Up Their Digital Marketing Efforts – New Research Shows
Fintech Mobile Banking News

eMoney Advisor Announces Agenda for Annual Summit

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a more detailed agenda for its annual eMoney Summit, the industry’s premier event for planning-led financial professionals. Centered on the theme “Power to the Plan,” the 2020 eMoney Summit will be fully virtual,......
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
Fintech News

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Fintech News Desk
by Fintech News Desk0
Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “COVID-19 is redefining many aspects......
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