Search Results for: financial goals

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice
Fintech News

Gen Z Is 65% Less Likely Than Boomers to Turn to Financial Professionals First for Advice

PR Newswire
by PR Newswire0
New Policygenius survey shows stark differences in where Americans turn when they need money advice Americans have plenty of choices when it comes to where they get financial advice, from websites and social media influencers to professional experts like CFPs, CFAs, and CPAs. New data released today shows that more than......
Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners
Finance Fintech News

Envestnet and Salesforce Partner to Enhance Experiences for Financial Planners

PR Newswire
by PR Newswire0
Partnership to Provide Seamless Financial Planning Experiences for Financial Services Customers in the United States Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and Salesforce, the global leader in CRM, today announced a partnership to deliver a connected and seamless financial planning experience for Envestnet customers using......
Banking Digital Payments Featured Finance Fintech Investment Services

Financial Inclusion through Digital Payments

Prajakta Ayade
by Prajakta Ayade0
In today’s rapidly evolving global economy, access to financial services is more than just a convenience; it’s a necessity for individuals and communities to move forward, and thrive.  However, traditional banking services often fail to reach marginalized and underserved populations, leaving them excluded from the formal financial system. This lack......
BlueSnap Appoints Brian Greenfield as New Chief Financial Officer
B2B B2C Digital Payments News

BlueSnap Appoints Brian Greenfield as New Chief Financial Officer

Business Wire
by Business Wire0
BlueSnap, a global payment orchestration platform for leading B2B and B2C businesses, announced the appointment of Brian Greenfield as Chief Financial Officer. He joins BlueSnap’s executive team to lead financial operations as the company prepares to embark on its next phase of growth. “Brian’s had an impressive career, which includes......
Alpha Trends Introduces Solution for CFD Trading, Combining AI and Expert Financial Guidance
Fintech News Trading

Alpha Trends Introduces Solution for CFD Trading, Combining AI and Expert Financial Guidance

GlobeNewswire
by GlobeNewswire0
Alpha Trends has launched its solution for CFD Trading, which leverages a unique combination of advanced AI technology with expert human guidance. This synergistic approach allows Alpha Trends to deliver precise, informed investment strategies that optimize portfolio performance while effectively managing risk, highlighting the blend of innovative technology and deep......
Feedzai Bolsters C-suite With New Chief Financial Officer
Finance Fintech

Feedzai Bolsters C-suite With New Chief Financial Officer

Business Wire
by Business Wire0
Feedzai appoints Thomson Reuters veteran David Larson as Chief Financial Officer The experienced executive joins the financial crime software unicorn after successfully leading billion-dollar global teams Larson brings extensive operational and M&A experience from a number of well known global businesses and his appointment represents Feedzai’s ambitions to scale rapidly......
Ouro and Real Madrid Partner to Deliver Innovative Financial Products to Football Fans Around the Globe
Fintech News

Ouro and Real Madrid Partner to Deliver Innovative Financial Products to Football Fans Around the Globe

Business Wire
by Business Wire0
Renowned football club and fintech pioneer to develop co-branded digital banking solutions across Ouro portfolio of payment brands Ouro, a global financial services and technology innovator, and the Real Madrid Football Club announced a strategic partnership agreement to develop and deliver co-branded financial solutions to fans in key markets globally,......
Finance Brands and Sports Sponsorship. Is It Worth It Leading financial marketing agency Contentworks investigates.
Finance Fintech News

Finance Brands and Sports Sponsorship. Is It Worth It? Leading financial marketing agency Contentworks investigates.

PR Newswire
by PR Newswire0
Very few events can give you the kind of exposure a sporting event can. As the leading financial services marketing agency, we’re looking at finance brands and sports sponsorship. Is it worth it? Very few events can give you the kind of exposure a sporting event can. Football undoubtedly takes......
Financial-Advisor-Thomas-Mains-Joins-UBS-Private-Wealth-Management-in-Atlanta,-GA
Finance Fintech News

Financial Advisor Thomas Mains Joins UBS Private Wealth Management in Atlanta, GA

Fintech News Desk
by Fintech News Desk0
Mains joined the UBS Southeast Market, managed by Lane Strumlauf, and will be located in the firm’s Atlanta, Georgia Private Wealth Management office. UBS Private Wealth Management today announced that Thomas (Tom) Mains has joined the firm as a Financial Advisor. He joins the UBS Southeast Market, managed by Lane......
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