Search Results for: Financial Advisor

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients
Banking News

Bank of America Expands Unlimited Zero-Dollar Trades to All Merrill Edge Self-Directed Clients

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Bank of America announced the expansion of unlimited commission-free online stock, ETF and option trading to all Merrill Edge Self-Directed investors. Zero-dollar trades, together with the firm’s powerful combination of personalized guidance, straightforward tools, professional expertise and the industry-leading Preferred Rewards program, ensure Bank of America and Merrill clients can pursue their......
Eastern Union Launches 'Pooled Loan' Division
Business Fintech News

Eastern Union Launches ‘Pooled Loan’ Division

Fintech News Desk
Lenders Will Offer Lower Interest Rates to Borrowers Who Purchase as a Group Eastern Union, one of the country’s leading commercial real estate finance firms, has launched a Pooled Loan division that will deliver below-market interest rates for borrowers. Borrowers will be rewarded with the discounted rates by pooling multiple......
First National Bank Appoints Brad Jones to Lead Charlotte Region
Banking News

First National Bank Appoints Brad Jones to Lead Charlotte Region

Fintech News Desk
First National Bank, the largest subsidiary of F.N.B. Corporation, announced that it has hired Brad Jones, as Regional Market Executive and President of the Bank’s Charlotte market. He reports to Robert Moorehead, Chief Wholesale Banking Officer for FNB. In his role, Jones is responsible for developing new business opportunities, organizing and providing leadership to......
Snappy Kraken Enhances Product and Service Offering to Address Unique Advisor Needs During COVID-19 Crisis
Business Fintech News

Snappy Kraken and Sawtooth Solutions Partner to Provide IARs & RIAs With Marketing That Costs Zero Up Front and Only Pay for Success

Fintech News Desk
Full White Label and Hybrid Label Marketing Partnerships Now Available Industrywide to Help Financial Services Firms Serving Advisors Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has announced an enterprise relationship with Sawtooth Solutions, an investment platform that provides both RIAs and IARs......
Rebel Raises USD $10 Million in Funding to Offer Consumers Affordable Credit
Fintech Funding Fintech Startups News

Rebel Raises USD $10 Million in Funding to Offer Consumers Affordable Credit

Fintech News Desk
Investment Round Includes Monashees and Global Venture Investor FinTech Collective Rebel, a digital consumer finance startup that offers middle-class Brazilians access to unsecured credit at affordable rates, has raised USD $10 million in new equity funding. This funding round comes one year after having raised USD $4 million from XP and others. Participants in......
Finicity Solution Live Within Ellie Mae Encompass Consumer Connect
Banking Fintech News

Finicity Solution Live Within Ellie Mae Encompass Consumer Connect

Fintech News Desk
Digital Verification Report Speeds up Lending Process While Improving Digital Experience for Lenders and Borrowers Finicity, a provider of real-time financial data access and insights, and Ellie Mae, the leading cloud-based platform provider for the mortgage finance industry, announced that Finicity’s digital Verification of Assets (VoA) solution is now available through......
Setoo Recognised as InsurTech100 Company by FinTech Global
Fintech Fintech Funding News

Setoo Recognised as InsurTech100 Company by FinTech Global

Fintech News Desk
Insurance and protection-as-a-service company, Setoo, has been recognised by Fintech Global as one of the world’s most innovative InsurTech companies and included in its InsurTech100 list for 2019. The annual list names 100 InsurTech companies – shortlisted from over 1,000 by a panel of analysts and industry experts. The chosen companies are acknowledged for their......
Online Shoppers Should be on the Lookout for eSkimmers, a Digital Version of Porch Pirates
Business News

Online Shoppers Should be on the Lookout for eSkimmers, a Digital Version of Porch Pirates

Fintech News Desk
In advance of the holiday shopping season, consumers throughout the United States are being warned of the prevalence of eSkimmers, a new breed of software hackers that infiltrate a shopping website and use malware to steal credit card or debit card information as the consumer enters it at point-of-sale. “At......
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