Search Results for: broker

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO
Finance Lending News

American Financial Exchange Appoints Veteran Financial Services Executive John Shay as CEO

PR Newswire
by PR Newswire0
The American Financial Exchange (AFX), an electronic exchange for direct lending and borrowing for American banks and financial institutions, announced that the exchange has appointed veteran financial services executive John Shay as CEO, effective immediately. AFX recently announced that 100% of the company was acquired by 7RIDGE, a specialized growth equity firm invested......
Featured Fintech Fintech Primers Fintech Radar Fintech Startups

Tech Print On Fintech Core Offerings- APAC Region

Pooja Choudhary
by Pooja Choudhary0
With the breakneck pace of AI, it looks so easy from the outside, but once you try to understand the depth of fintech, it’s like getting lost in a dark cave. As a challenge, this blog shall find you a way out and remove all your possible doubts. It’s not......
Unlocking The Power Of KYC For Smart Banking Service Providers
Artificial Intelligence Banking Featured Fintech Primers

Unlocking The Power Of KYC For Smart Banking Service Providers

Pooja Choudhary
by Pooja Choudhary0
While your social media feed and industry publications often seem flooded by plenty of trends, it’s time-consuming to comb through each of these resources and identify trends. This blog shall enlighten KYC market, its data and new tech of eKYC and the digital solutions thereby. KYC has been harnessing technology......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
by Fintech Staff Writer0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
PayBito Makes Crypto Trading Accessible with Free Instant Exchange Launch
Cryptocurrency News Trading

PayBito Makes Crypto Trading Accessible with Free Instant Exchange Launch

Fintech News Desk
by Fintech News Desk0
The global crypto exchange continues to uphold its spirit of collaboration, making crypto trading accessible across all levels with free instant trading solutions PayBito, a US-based digital assets marketplace, has announced the launch of a free instant cryptocurrency exchange that can be set up within minutes without any coding skills.......
InvestOFund Enhances Platform Security, Upgrades Encryption Protocols
News Security Trading

InvestOFund Enhances Platform Security, Upgrades Encryption Protocols

PR Newswire
by PR Newswire0
The reliability of financial services has always hinged on the level of security they integrate, and the trading sector is no exception. For market participants, having a trading environment that is both secure and encrypted is specifically crucial. This ensures that their transactions can be completed seamlessly and that their......
Rollo Insurance Selects Tarmika and Applied Pay to Streamline Commercial Lines Quoting and Payment Processes
Business Digital Payments News

Rollo Insurance Selects Tarmika and Applied Pay to Streamline Commercial Lines Quoting and Payment Processes

GlobeNewswire
by GlobeNewswire0
Rapidly growing regional agency based in Texas extends digital agency strategy to drive growth and enhance client experience Applied Systems announced that Rollo Insurance has selected Tarmika and Applied Pay to enhance their commercial lines quoting and payment processes. Applied Pay will help Rollo digitally transform and automate its insurance......
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