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Cresset Hires Randy Conte as Chief Operating Officer of Cresset Asset Management

Fintech News Desk
by Fintech News Desk0
Conte brings extensive leadership experience in the financial services industry, with previous roles as President of Parkway Bank and Trust, and COO / CFO of MB Financial Bank. Cresset Asset Management  announced today that Randall “Randy” Conte has been named Chief Operating Officer (COO). In his role, Conte oversees all client......
RSA® Emerges as Independent Company Following Completion of Acquisition by Symphony Technology Group
Fintech News

Ned Davis Research Provides Its World-leading Research to Interactive Brokers

Fintech News Desk
by Fintech News Desk0
Ned Davis Research (NDR), a global provider of independent investment-research solutions, today announced that it has entered into a strategic relationship with Interactive Brokers (Nasdaq: IBKR), which makes its leading investment research available to Interactive Brokers’ clients for the first time. IBKR clients can gain access to select NDR investment research here. Read......
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AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique, announced that it has continued its Technology investment banking expansion in the Southeast with the addition of two senior investment bankers, Jamie Hamilton, managing director, Financial Technology investment banking, and B.T. Remmert, managing director, IT Services investment banking. Both bankers join the Technology investment......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
Capital Markets Fintech News

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
by Fintech News Desk0
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic
Fintech News

Envestnet Publishes Playbook for Empowering Advisors to Lead Clients Forward Post-Pandemic

Fintech News Desk
by Fintech News Desk0
Envestnet, has rolled out a new resource, The Advisor’s Playbook for Leading Your Clients Forward, outlining the COVID-19 pandemic’s far-reaching impact on the wealth management industry—and the steps financial advisors can take to adapt. Read More: GlobalFintechSeries Interview with Christian Spaltenstein, Managing Director – Americas at AFEX “COVID-19 is redefining many aspects......
Oppenheimer & Co. Inc. Appoints Jarl Berntzen As Managing Director In The Technology Investment Banking Group
Banking Fintech Investment Services News

Oppenheimer & Co. Inc. Appoints Jarl Berntzen As Managing Director In The Technology Investment Banking Group

Fintech News Desk
by Fintech News Desk0
Oppenheimer & Co. Inc. – a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings announced that Jarl Berntzen has joined the Firm’s Global Technology Investment Banking Group as a Managing Director with a primary focus on providing strategic advisory services to companies in the vertical SaaS and......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
Allgress Selected by Judges as Gold Winner for IT Governance, Risk & Compliance in the 16th Annual Info Security PG's 2020 Global Excellence Awards
Fintech News Risk Management

Allgress Selected by Judges as Gold Winner for IT Governance, Risk & Compliance in the 16th Annual Info Security PG’s 2020 Global Excellence Awards

Fintech News Desk
by Fintech News Desk0
Allgress announced that Info Security Products Guide, the industry’s leading information security research and advisory guide, has named Allgress Insight Risk Management Suite (IRMS), a Gold winner in the 16th Annual 2020 Info Security PG’s Global Excellence Awards in IT Governance, Risk & Compliance. These prestigious global awards recognize cybersecurity......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
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