Search Results for: Wealth management

AI and Finances: A Winning Combination
Artificial Intelligence B2B Digital Payments Guest Posts

AI and Finances: A Winning Combination

Saeid Hejazi
by Saeid Hejazi0
According to history, it was a salesman by the name of Loren Dunton who introduced the world to the concept of a personal financial planner in the 1960s. Dunton was inspired by the realization that people in the US had become dependent on Social Security because they lacked personalized financial......
Quam Plus Financial Unveils New Brand Name
Finance News

Quam Plus Financial Unveils New Brand Name

Fintech News Desk
by Fintech News Desk0
Embracing the Future and Setting Sights on New Development Opportunities Quam Plus International Financial Limited, a leading financial services corporation in Hong Kong, announced it was officially renamed on 21 July. The Group has organized the “Renaming Ceremony & Cocktail” at the Hong Kong Club in Central, Hong Kong, which......
American Banker publishes Building a Customer-Centric Bank research report, analyzing the customer-focused strategies and priorities of financial institutions
Banking News

American Banker Names Regions Bank’s Dr. Chun Schiros Among Most Powerful Women in Banking

Business Wire
by Business Wire0
Schiros is the latest leader at Regions recognized as an emerging woman in leadership. Regions Bank on Thursday announced American Banker magazine has named Dr. Chun Schiros, senior vice president and head of Enterprise Data Science for Regions, to its 2023 Most Powerful Women in Banking: Next list. Latest Fintech Interview:......
Jax.network Publishes a Tokenomics Dashboard
Blockchain News

Jax.Network Publishes a Tokenomics Dashboard

GlobeNewswire
by GlobeNewswire0
Jax.Network, a blockchain company building an energy-standard monetary system, is pleased to announce the release of its highly anticipated tokenomics dashboard. The tool offers real-time data and analytics to provide token holders and enthusiasts within the Jax.Network ecosystem with detailed insights into the network’s economic performance. This tokenomics dashboard provides real-time updates......
Amber Group and HKD.com Forge Strategic Technology and Investment Partnership
Digital Asset Management Investment Services News

Amber Group and HKD.com Forge Strategic Technology and Investment Partnership

PR Newswire
by PR Newswire0
Amber Group, a leading provider of digital wealth management and crypto native liquidity solutions, announced that it reached an agreement on a strategic framework of investment and technology cooperation with Hong Kong Digital Asset Exchange (‘HKD.com‘), a first-of-its-kind digital assets exchange offering both online and physical branches along with a......
Pidgin Among the First to Complete Certification for Federal Reserve’s New Instant Payment Service
Digital Payments News

Pidgin Supports Live Transactions on FedNow Service, Driving Innovation in US Payment Infrastructure

Business Wire
by Business Wire0
Pidgin, a secure real-time payments platform built for the future of payments, now supports live transactions on the Federal Reserve’s new instant payment rail, the FedNow Service. Pidgin is among the first service providers actively facilitating transactions for financial institutions on the service. “As a service provider of the FedNow Service,......
Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists
Fintech News

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

Business Wire
by Business Wire0
Seven impressive fintechs set to showcase their innovations in front of the largest independent gathering of financial advisors and professionals in the world Future Proof Festival, the largest wealth festival in the world and the most anticipated event in finance, announced an elite group of finalists for the second annual......
CIBC Innovation Banking Provides €12m Financing Package to Language Technology Business Phrase
Banking News

CIBC Innovation Banking Provides Growth Capital to ConnectCPA

Business Wire
by Business Wire0
CIBC Innovation Banking is pleased to announce it has provided growth capital financing to ConnectCPA, an industry leading provider of cloud-based accounting and bookkeeping services. The financing will be used to propel ConnectCPA’s product development and expand its market footprint. Latest Fintech Interview: Global Fintech Interview with Ramy Ashour, Global......
Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process
Compliance management Investment Services News

Nitrogen and InvestorCOM Integration Delivers Best Interest Rollover Recommendations Process

Business Wire
by Business Wire0
New integration enables firms and financial professionals to meet Reg BI and PTE 2020-02 rollover obligations and grow their businesses Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow their firms, announced its integration with InvestorCOM, a leading regulatory compliance software and communications solution for......
Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia
Banking News

Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia

Business Wire
by Business Wire0
Private Banking Adds to Wealth Management and Corporate Advisory & Banking Teams The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen.......
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