Search Results for: financial management

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms
Finance News

BetaNXT Launches Enhanced Client Communications Solutions for Financial Services Firms

PR Newswire
by PR Newswire0
Investor Communications Technology Improves the Advisor and Investor Experience BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced at the SIFMA Operations Conference and Exhibition in Orlando the rollout of an enhanced Client Communications Solutions to help financial services firms digitally transform......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Bread Financial Releases 2022 ESG Report, Showcases Progress Amid Multi-Year Business Transformation
Digital Payments Finance News

Bread Financial Releases 2022 ESG Report, Showcases Progress Amid Multi-Year Business Transformation

Business Wire
by Business Wire0
Tenth annual report highlights progress within environmental, social and governance initiatives, while supporting long-term financial and reputational goals Bread Financial, a tech-forward financial services company providing simple, personalized payment, lending and saving solutions, released its 2022 Environmental, Social and Governance (ESG) Performance Report, highlighting the significant progress made against Bread......
CUSO Financial Announces New Partnership with Mobiloil Credit Union
Finance News

CUSO Financial Announces New Partnership with Mobiloil Credit Union

PR Newswire
by PR Newswire0
$1 billion Texas-based financial institution joins broker-dealer with singular focus on credit unions CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), announces a multi-year agreement with Mobiloil Credit Union (Mobiloil) to support and grow its wealth management program. Established in 1935 as Magnolia Employees Beaumont Texas Federal Credit Union, Mobiloil serves......
Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders
News Risk Management

Wolters Kluwer Experts to Share Financial Risk Insights With Vietnam’s Regulatory Leaders

Business Wire
by Business Wire0
Wolters Kluwer Finance, Risk & Regulatory Reporting will offer perspectives on bank risk-based performance and commercial outcomes Experts from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR) will offer insights at the “Transforming and Improving Financial Risk Management with International Principles and Standards” event taking place on Tuesday, May 16, at the Melia Hotel......
Heffernan Financial Services Acquires Ascendant Financial Solutions
Finance News

Heffernan Financial Services Acquires Ascendant Financial Solutions

PR Newswire
by PR Newswire0
Heffernan Financial Services expanded its wealth management capabilities and presence in Arizona with the acquisition of Ascendant Financial Solutions. Ascendant is a Registered Investment Advisor with offices in Flagstaff, Phoenix and Mesa. JD Hoyt joined Heffernan Financial Services effective May 1, 2023 as an Executive Vice President, along with his team of advisors and employees. JD Hoyt founded......
corfinancial Implements CSDR Compliance Software at Man Group
Finance Investment Services News

corfinancial Implements CSDR Compliance Software at Man Group

Business Wire
by Business Wire0
corfinancial, a leading provider of specialist software and services to the financial services sector, announces the implementation of its Central Securities Depositories Regulation (CSDR) software, SureVu, at Man Group, a global active investment management firm with $144.7 billion of AUM (as of 31st March 2023). “Such efficiencies are critical when considering the operational......
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
Finance Fintech Funding News

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

Business Wire
by Business Wire0
Conquest’s AI-powered solution will support Wealthsimple’s financial professionals in the delivery of tailored, goals-based advice Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more......
New Global Blockchain Network of Networks for Financial Market Participants and Institutional Assets
Digital Payments Finance News

New Global Blockchain Network of Networks for Financial Market Participants and Institutional Assets

Business Wire
by Business Wire0
The privacy-enabled Canton Network allows previously siloed systems in finance to be interoperable and synchronized in previously impossible ways, unlocking new efficiencies and innovation Digital Asset and leading market participants announce their plans to launch the Canton Network, the industry’s first privacy-enabled interoperable blockchain network designed for institutional assets and built to......
BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault
Finance News

BlueShore Financial Partners with FutureVault as the first Canadian Credit Union to Offer Premium Digital Vault

Business Wire
by Business Wire0
BlueShore Financial becomes the first Canadian Credit Union to launch a digital vault solution where client experience, information security, compliance, and workflow efficiency are at the forefront BlueShore Financial, a full-service boutique financial institution, announces the launch of the BlueShore Digital Vault in collaboration with FutureVault, an industry-leading provider of......
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