Search Results for: professionals

Mortgage Career Exchange Is a Game Changer For Mortgage Professionals
Fintech Mortgage News

Mortgage Career Exchange Is a Game Changer For Mortgage Professionals

Fintech News Desk
by Fintech News Desk0
Superus Careers has launched the Mortgage Career Exchange with a single purpose: To unite talented mortgage professionals and quality mortgage companies. A two-year run on mortgage financing, spurred by low interest rates and remote work has propelled the home mortgage industry to keep up with consumer demand. Even with rising......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Cetera Extends Investor Acquisition Program to All Affiliated Financial Professionals based On Organic Growth Results
Fintech Investment Services Investments News

Cetera Extends Investor Acquisition Program to All Affiliated Financial Professionals based On Organic Growth Results

Fintech News Desk
by Fintech News Desk0
Participating financial professionals eligible for full reimbursement of investment into LeadEngine acquisition program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that its investor acquisition program is expanding to all Cetera-affiliated financial professionals and that participants are eligible for reimbursement of their investment into the program.......
New Wolters Kluwer Survey of Tax & Accounting Professionals Identifies key Underlying Factors Driving Firm Growth and Profitability
Fintech News

New Wolters Kluwer Survey of Tax & Accounting Professionals Identifies key Underlying Factors Driving Firm Growth and Profitability

Fintech News Desk
by Fintech News Desk0
Successful firms navigated the pandemic by accelerating digital transformation, by embracing new ways of working with clients, and by shifting away from compliance to higher-value advisory services Wolters Kluwer Tax & Accounting announced a new report with key findings from its annual survey of tax & accounting professionals – 2021 BEYOND LIMITS:......
New Research Reveals Finance Professionals’ Sentiments Regarding Failure to Automate Core Operational Processes and the Future of Digitization
Fintech News

New Research Reveals Finance Professionals’ Sentiments Regarding Failure to Automate Core Operational Processes and the Future of Digitization

Fintech News Desk
by Fintech News Desk0
Despite widespread COVID-era digitization, finance departments continue to rely on paper-based systems to the detriment of their business –Esker, a global cloud platform and leader in AI-driven process automation solutions for finance and customer service functions,  released a national study, “2021 State of Finance Report: Digital Transformation & Business Disruption.” The survey reveals that most......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
Thomson Reuters Announces New $100 Million “Future of Professionals” Venture Capital Fund
Business News

Thomson Reuters Announces New $100 Million “Future of Professionals” Venture Capital Fund

Fintech News Desk
by Fintech News Desk0
Thomson Reuters announced the creation of a new $100 million Corporate Venture Capital (CVC) fund to support and accelerate innovation for the “Future of Professionals.” The fund will operate under the name “Thomson Reuters Ventures” and concentrate on investments and portfolio support for companies building breakthrough innovations that will allow......
Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals
Finance Fintech News

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals

Fintech News Desk
by Fintech News Desk0
New notable networks with access to Riskalyze’s enhanced trade delivery technology Riskalyze today announced the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Fintech Solutions (“Apex”), and RBC Clearing & Custody. With Riskalyze’s innovative Connected Trading technology integrated into these platforms, more than 25,000 financial professionals with client......
Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals
Digital Asset Management Fintech News

Hello Digital Assets: SIMON and NYDIG Partner to Deliver Bitcoin Education and Investments to Financial Professionals

Fintech News Desk
by Fintech News Desk0
SIMON’s centralized platform for wealth managers gears up to launch digital assets portal designed to meet the industry’s evolving education and access needs SIMON Markets LLC (SIMON), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, announced a new partnership with NYDIG—a leading......
MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund
Finance Fintech Investments News

MML Investors Services Enters Into an Agreement With NYDIG to Provide Financial Professionals and Investors Access to Bitcoin Fund

Fintech News Desk
by Fintech News Desk0
Massachusetts Mutual Life Insurance Company (“MassMutual”) announced that its broker-dealer, MML Investors Services (MMLIS), has entered into a placement agent agreement with NYDIG, a leading provider of technology and investment solutions, for a bitcoin fund. Select MMLIS financial professionals will offer qualifying clients access to the fund, which provides an......
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