Search Results for: financial management

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets
Finance News

Wealth Enhancement Group Expands by Adding Prozan Financial Services, a Hybrid RIA with Approximately $190 Million in Client Assets

PR Newswire
by PR Newswire0
Deepening its Presence on the West Coast, Wealth Enhancement Group Grows Northern California to 11 Offices Wealth Enhancement Group, a national independent wealth management firm with more than $62.8 billion in total client assets, announced the acquisition of Prozan Financial Services a hybrid RIA based in Walnut Creek, CA. Prozan Financial Services oversees approximately $190......
SaS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis
Analytics News Risk Management

SAS an Actuarial Modeling and Financial Planning Systems Leader, Says Chartis

PR Newswire
by PR Newswire0
Report highlights elevated insurance risk offerings with powerful asset-liability management capabilities As inflation and interest rates surge alongside evolving regulation, analytics offer a compass for regulators, (re)insurers and their clients navigating nebulous outlooks. Amidst turbulent market conditions, independent research firm Chartis declared analytics giant SAS a RiskTech Quadrant Leader in......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Scientific Financial Systems Launches Quotient on the Snowflake Data Cloud
Finance Investment Services News

Scientific Financial Systems Launches Quotient on the Snowflake Data Cloud

PR Newswire
by PR Newswire0
Quotient, Powered by Snowflake, to drive Speed, Scalability, and Performance Scientific Financial Systems, Inc. (SFS) is pleased to announce the migration of Quotient, its flagship Advanced Analytical and Data Management application, to the Snowflake Data Cloud. Quotient, Powered by Snowflake, will allow financial companies to take advantage of the robust quantitative analytics tool set with the......
11:11 Systems Announces New Case Study with Automated Financial Systems
Lending News

11:11 Systems Announces New Case Study with Automated Financial Systems

Business Wire
by Business Wire0
Modernizing its legacy systems and simplifying the company’s disaster recovery strategy led AFS to select 11:11 for secure and reliable access to its data 11:11 Systems (“11:11”), a managed infrastructure solutions provider,  announced a new case study with Automated Financial Systems (AFS). In business for over 50 years, AFS is......
Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
by GlobeNewswire0
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
Guild Mortgage Announces Executive Management Succession Plan
Mortgage News

Guild Mortgage Announces Executive Management Succession Plan

Business Wire
by Business Wire0
Ms. Terry Schmidt to be Promoted to Chief Executive Officer Guild Mortgage, a growth-oriented mortgage lending company originating and servicing residential loans since 1960, announced the pending retirement of CEO Mary Ann McGarry, effective June 30, 2023, following a career of almost 40 years, which included leading the company’s growth......
Momnt Names Mark Satisky as Chief Financial Officer
Digital Payments Finance News

Momnt Names Mark Satisky as Chief Financial Officer

Business Wire
by Business Wire0
Momnt, a financial technology company that powers real-time lending and payment solutions for businesses at the point of need, has named Mark Satisky as the Chief Financial Officer, effective immediately. Satisky is a seasoned executive with experience leading high-growth technology organizations, most recently serving as the CFO of Stord, the......
Fiserv and Central Payments Deliver Modern Issuing Capabilities to Fintechs and Financial Institutions
Banking News

Fiserv and Central Payments Deliver Modern Issuing Capabilities to Fintechs and Financial Institutions

Business Wire
by Business Wire0
Strategic relationship advances embedded finance capabilities that help brands create innovative debit programs in step with the realities of people’s lives Fiserv, Inc., a leading global provider of payments and financial services technology solutions, and Central Payments L.L.C., a banking-as-a-service (BaaS) provider, are enabling fintechs, enterprise businesses and payment facilitators to......
WeWork Announces Comprehensive Agreement To Significantly Deleverage Capital Structure and Bolster Liquidity
Digital Payments News

BHMI Announces ER Component for Industry Leading Back Office Payments Solution – Concourse Financial Software Suite

Business Wire
by Business Wire0
BHMI, a leading provider of back-office payment solutions, has introduced a powerful Entity Relationship (ER) Component to its Concourse Financial Software Suite. The ER Component is a highly configurable database that enables financial services companies to define and enforce unique relationship models across a wide range of data elements. The Concourse......
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