Search Results for: Financial Advisor

FinLocker and HomeFree-USA Partner to Educate and Increase Homeownership Opportunities
Fintech News

FinLocker and HomeFree-USA Partner to Educate and Increase Homeownership Opportunities

Fintech News Desk
FinLocker, a financial data and analytics company, is announcing a strategic relationship with HomeFree-USA, a HUD approved homeownership development organization that helps bridge financial strength and homeownership for all Americans. FinLocker, a financial data and analytics platform, assists homeowners and lenders by aggregating financial information, so all parties benefit from......
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
Fintech Investment Services News

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

Fintech News Desk
Announcement adds to appointment of Anil Arora, Former CEO of Envestnet | Yodlee as Executive Co-Chairman in July. Positivly, a personalized investment matching and relationship platform built with the world’s first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former......
HKD Group Hires New Head of M&A
Banking Fintech Investment Services News

HKD Group Hires New Head of M&A

Fintech News Desk
HKD Group, have announced today that Jarrod Aldridge has joined the firm as Head of M&A, replacing Ian McMahon who steps down after leading the firm’s M&A division over the last decade. Jarrod will focus on leading HKD Group’s rapidly growing investment banking practice in the Asia Pacific region. He......
Tradeweb Direct Added as Counterparty to New York Fed’s Secondary Market Corporate Credit Facility
Fintech News Trading

Tradeweb Direct Added as Counterparty to New York Fed’s Secondary Market Corporate Credit Facility

Fintech News Desk
Tradeweb Markets Inc. (Nasdaq: TW), a leading, global operator of electronic marketplaces for rates, credit, equities and money markets, today announced that its Tradeweb Direct broker-dealer has been added as a counterparty for the Federal Reserve Bank of New York’s Secondary Market Corporate Credit Facility (SMCCF). Tradeweb’s credit trading platform......
Botkeeper Announces "Botkeeper For Dummies" Book to Drive Scale and Innovation in the Accounting Industry
Artificial Intelligence Fintech News

Botkeeper Announces “Botkeeper For Dummies” Book to Drive Scale and Innovation in the Accounting Industry

Fintech News Desk
Botkeeper, a trailblazer and leading provider of human-assisted AI bookkeeping solutions for CPAs, today announced the upcoming release of Botkeeper For Dummies, an educational best-practices guide for CPAs and Bookkeeping teams to successfully automate the back-office bookkeeping processes, transform their firms through automation, and differentiate in the accounting landscape. Additionally, the......
Vestwell Partners with Envestnet to Offer Turnkey Retirement Plan Solutions to Industry Advisors
Business Fintech News

Envestnet Offers Retirement Analytics to Enterprise Home Offices, Bolstering Intelligence-Driven Business Insights

Fintech News Desk
Analytics Engine Empowers Broker-Dealers to Make Well-Informed, Strategic Decisions About Their Retirement Books of Business, Based on Actionable 401(k) Data from Envestnet Retirement Solutions Envestnet, Inc. (NYSE: ENV) has rolled out the Envestnet Retirement Analytics solution for enterprise home offices, providing them with a business intelligence tool for obtaining a clear......
Mastercard Extends Open Banking Efforts with Close of Finicity Acquisition
Banking Blockchain Cryptocurrency Economy Fintech Fintech Funding News

Mastercard Launches Central Bank Digital Currencies (CBDCs) Testing Platform, Enabling Central Banks to Assess and Explore National Digital Currencies

Fintech News Desk
With the global economy racing to embrace digital payments, central banks also are looking to the future and investigating how to support innovation while maintaining monetary policy and financial stability as they issue and distribute currency. In fact, 80 percent of central banks surveyed are engaging in some form of......
Banking Blockchain Cryptocurrency Fintech Guest Posts

The Evolution of Blockchain in Today’s Finance World

Douglas Horn
The Future of Finance Cannot Deny DeFi Over the last few years of blockchain innovation, the technology has been promised as a sort of nostrum for whatever area of society might be riddled with opacity and inefficiency: business supply chains, elections and voting, identity verification and security, and healthcare, among......
Singapore's Volopay raises $2.1m
Blockchain

Shyft Network launches the Veriscope Governance Task Force in collaboration with some of the industry’s largest global liquidity providers

Fintech News Desk
Veriscope is a blockchain-based compliance framework and smart contract platform for Virtual Asset Service Providers (VASPs). When VASPs onboard, they create a public-private key that represents them (A Shyft address). When users are onboarded, they also create an independent Shyft Address. When users become clients of a particular VASP, it......
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