Search Results for: financial management

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Banking Digital Fintech News Technology

70% of European Banks And Fintechs Will Invest In Financial Technology Over The Next 18 Months Despite The Downturn

Fintech Staff Writer
by Fintech Staff Writer0
The multi-award-winning fintech PR and marketing firm CCgroup released the results of its study on “How to influence fintech buyers,” which was based on a poll of significant banks and fintechs in five European markets. According to the study, 70% of European financial institutions anticipate raising their financial technology investments......
CoinsPaid Reports Its Audited Financial Results by Crowe Global
Cryptocurrency News

CoinsPaid Reports Its Audited Financial Results by Crowe Global

PR Newswire
by PR Newswire0
The largest crypto payment ecosystem, CoinsPaid, passed an annual audit by Crowe DNW Ltd (“Crowe”), which is a member of Crowe Global, a Swiss verein and a leading network of independent accounting firms. In 2021, while the global economy was recovering after the COVID outbreak of the previous year, CoinsPaid grew in total sales......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
How EWA Helps Employees Reduce Financial Stress Amidst Economic Challenges
Analytics Guest Posts Insights

How EWA Helps Employees Reduce Financial Stress Amidst Economic Challenges

Jim Colassano
by Jim Colassano0
According to a 2023 Financial Wellbeing in the Workplace report, 85% of employees feel financially stressed – and this is true across all income levels, ages, demographics, and industries. Unfortunately, there is no reason to expect these sky-high rates of financial stress to taper off anytime soon. Financially strapped Americans......
Best Egg Partners with MX Technologies to Deliver Financial Insights to Consumers
Finance Fintech News

Best Egg Partners with MX Technologies to Deliver Financial Insights to Consumers

Business Wire
by Business Wire0
Marlette Holdings, Inc., a leading financial technology company operating the Best Egg financial health platform, announced its partnership with MX Technologies, Inc. to provide enhanced financial data aggregation capabilities and insights to millions of Best Egg Financial Health users. The partnership further enables Best Egg to provide informative, actionable insights......
GoLogiq’s GammaRey Merger Paves Way for Two Potential Major FinTech Acquisitions with Aggregate Assets Under Management Exceeding $10 Billion
Fintech News

GoLogiq’s GammaRey Merger Paves Way for Two Potential Major FinTech Acquisitions with Aggregate Assets Under Management Exceeding $10 Billion

GlobeNewswire
by GlobeNewswire0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, reports that its recently completed merger with GammaRey has enabled the company to now pursue two major fintech acquisition targets. The targets collectively have more than $10 billion in assets under management that are managed by more than 200......
Why Only AI and Data Analytics Can Stop Financial Criminals
Artificial Intelligence Guest Posts

Why Only AI and Data Analytics Can Stop Financial Criminals

Saeed Patel
by Saeed Patel0
The first piece of anti-money laundering legislation took effect in 1970 when the US introduced the Bank Secrecy Act (BSA). Since then, financial institutions have been under pressure to stop those who aim to benefit financially from wrongdoing.    Recommended: Importance Of Customer Experience Management In Fintech Industry In their bid to......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
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