Search Results for: financial management

Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk
Fintech Investment Services News

Schulte Roth & Zabel Continues Expansion of Investment Management Regulatory Capabilities With Addition of Michael Didiuk

Business Wire
by Business Wire0
Schulte Roth & Zabel is proud to announce the addition of Michael Didiuk as a partner in the Investment Management Regulatory & Compliance Group in New York. Latest Fintech Interview : Global Fintech Interview with Mitchell Morrison, CEO and Founder at Eyeballs Financials “Michael brings a wealth of experience and......
NICE Actimize Powers Innovation for GoTyme Bank with its Cloud Financial Crime Digital Banking Platform
Banking News

NICE Actimize Powers Innovation for GoTyme Bank with its Cloud Financial Crime Digital Banking Platform

PR Newswire
by PR Newswire0
NICE Actimize’s advanced AI and Analytics solutions will provide support in financial crime prevention which aligns with the bank’s customer service and growth strategy NICE Actimize, a NICE business, announced that it has finalized the implementation of its financial crime solutions with GoTyme Bank, a partnership between the Gokongwei Group and Singapore-based......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
by Fintech News Desk0
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
The Gender Gap is Still Very Real in Workplace Financial Wellness Programs
Fintech News

The Gender Gap is Still Very Real in Workplace Financial Wellness Programs

Business Wire
by Business Wire0
New research conducted by HerMoney Media and Principal Financial Group reveals concerns about the gender savings gap are realized in employees’ overall perception and confidence about money management and investing, while the gap has closed in their “personal economies.” Read More About Fintech Interview: Global Fintech Interview with Randall Tidwell, CFO at......
Leading Financial Institution Chooses SSH’s PrivX for Operational Efficiency and Cybersecurity
Finance News

Leading Financial Institution Chooses SSH’s PrivX for Operational Efficiency and Cybersecurity

GlobeNewswire
by GlobeNewswire0
A leading global financial institution has selected PrivX as its privileged access management (PAM) solution. The customer is one of the largest and most important financial institutions in the world. This is third major new significant lighthouse customer for PrivX in the USA. The initial contract value is approximately USD......
Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies
Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire0
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services
Compliance management News

Cogency Global Acquires Tax Guard to Expand Footprint in Compliance and Financial Services

PR Newswire
by PR Newswire0
New York-based Cogency Global Inc., a global provider of corporate compliance and transactional legal support services, announced that it has acquired Colorado-based Tax Guard, LLC., a leading tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Terms of the transaction were not disclosed. Raymond James served as Tax Guard’s financial......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
Lincoln Financial launches LincSmart, a simplified benefits administration experience
InsurTech News

Lincoln Financial Launches LincSmart, A Simplified Benefits Administration Experience

Business Wire
by Business Wire0
Offering access to technology solutions and expert consultation, LincSmart helps deliver an improved benefits experience for employees and less administrative burden for employers. As part of its commitment to enhancing the customer experience, Lincoln Financial Group announced the launch of its new insurance technology (InsurTech) experience, LincSmart. Through the use......
1