Search Results for: financial industry

B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements
Compliance management News

BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
BAI, a leading nonprofit independent organization that serves the financial services industry, including providing compliance training to over 2,300 organizations, has launched the new BAI Policy Manager to help financial services organizations create, manage, and track their organizational procedures and policies to meet increasingly complex regulatory requirements. “The BAI Policy......
KeyPoint Credit Union Welcomes New Chief Financial Officer
Finance News

KeyPoint Credit Union Welcomes New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Industry Veteran John Caladim Joins San Jose-based KeyPoint KeyPoint Credit Union, one of the largest Credit Unions in California, named John Caladim as its new Chief Financial Officer. Most recently, Caladim was Vice President of Finance at Travis Credit Union, a $4.7 billion-asset credit union. Brad Canfield, President and CEO of KeyPoint, said, “After an......
Westlake Portfolio Management Chosen to Service Nicholas Financial's $165 Million Loan Portfolio
Finance News

Westlake Portfolio Management Chosen to Service Nicholas Financial’s $165 Million Loan Portfolio

Fintech News Desk
by Fintech News Desk0
Westlake Portfolio Management, a loan servicer located in Los Angeles, California, announces they have entered into a servicing partnership with Nicholas Financial, an auto and consumer loan finance company based in Clearwater, Florida. “We are extremely excited about our partnership with Nicholas Financial. Nicholas has an excellent reputation in the......
JPEX Strengthens Partnership with Simplex by Nuvei
Cryptocurrency Finance News

CFund Capital Will Make Financial Disclosures In Accordance With FASB Latest Cryptocurrency Accounting Standards

Fintech News Desk
by Fintech News Desk0
According to a post on the FASB website, the Financial Accounting Standards Board (FASB) on January 5, 2023 updated its December 14, 2022, “provisional decision on Accounting and Disclosure of crypto assets.” Updated accounting standards documents indicate that investment companies and non-profit entities should separately report financial statements for their......
AdvicePay Receives Industry Critical SOC 2 Type II Attestation
Digital Payments News

AdvicePay Receives Industry Critical SOC 2 Type II Attestation

Fintech News Desk
by Fintech News Desk0
Independent Audit Verifies AdvicePay’s Internal Controls and Processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced that it has completed its SOC 2 Type II audit, performed by KirkpatrickPrice. This attestation provides evidence that AdvicePay has a strong commitment to security and to delivering high-quality services to......
Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023
Finance News

Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023

Fintech News Desk
by Fintech News Desk0
Sheetal Ray joins as COO, Raphael Zagury as CIO and Head of Research, Guarav Gollerkeri as GM of Swan Personal, and Guilherme Gomes as CRO Swan, leading Bitcoin financial services firm, announces four new senior hires this month, to help lead the company’s continued growth through the current economic downturn.......
ONE Group Partners With RegTech Provider Know Your Customer Following Launch of New Brand Identity
Business Cryptocurrency News

Crypto Exchange Blofin Released – Attention Drawn To Innovative And Traditional Financial Market

Fintech News Desk
by Fintech News Desk0
Blofin brought its crypto futures trading exchange into existence on January 12th. On the first day of operation, Blofin’s trading system shows its ultimate performance in infrastructural stability and in market depth, both of which grounded the maximization of users’ returns and the best shot to take market opportunities. The launch......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
Bitrise Expedites Neo Financial’s Mobile App Build Time and Delivery
Mobile Banking News

Bitrise Expedites Neo Financial’s Mobile App Build Time and Delivery

Fintech News Desk
by Fintech News Desk0
Bitrise Automates Mobile App Deployment for The Fintech Unicorn, Allowing It to Release Features Weekly to Apple and Android Marketplaces Bitrise, the Mobile DevOps company whose platform maximizes the overall business impact of apps for the world’s most sophisticated mobile organizations, announced the results of its work to automate mobile......
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