Search Results for: Wealth management

COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations
Compliance management News

COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations

PR Newswire
by PR Newswire0
New solutions enable advisers to make best interest product and rollover recommendations, digitally documenting and disclosing their analysis Today, two leading compliance software providers to the wealth management industry, COMPLY and InvestorCOM, announced an expanded partnership which will enable wealth firms and advisers to more efficiently and effectively comply with the Securities and......
DBS Named World's Best Bank For Corporate Responsibility By Euromoney
Banking News

DBS Named World’s Best Bank For Corporate Responsibility By Euromoney

PR Newswire
by PR Newswire0
DBS commended for embedding corporate responsibility principles in its sustainability strategy, stepping up efforts to give back to the community Also named Asia’s Best Bank for Wealth Management for the second consecutive year DBS, a leading financial services group in Asia, has been named the World’s Best Bank for Corporate Responsibility in the prestigious......
Hazelcast, AArete Join Forces to Optimize Financial Services Firms Customer Experiences
Banking Finance News

Hazelcast, AArete Join Forces to Optimize Financial Services Firms Customer Experiences

GlobeNewswire
by GlobeNewswire0
Partnership combines Hazelcast’s real-time data-stream processing capabilities with AArete’s data expertise in the financial services industry Hazelcast, Inc., a global leader of unified real-time data platforms, announced a partnership with global management and technology consulting firm AArete. It will enable financial services firms to optimize banking customer experiences, create internally......
GoLogiq Appoints Company Director, e-Commerce Innovator and Wall Street Veteran, Granger Whitelaw, as CEO
E-commerce Fintech News

GoLogiq Appoints Company Director, Granger Whitelaw, as CEO

GlobeNewswire
by GlobeNewswire0
Whitelaw to Lead Company Global Growth Through Technology-Driven Innovations and Strategic Acquisitions GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has appointed company director, Granger Whitelaw, as chief executive officer. He succeeds interim CEO Brent Suen who will remain chairman of the board. Whitelaw will continue......
Kinecta Federal Credit Union Opens New Branch in Thousand Oaks
Finance News

Kinecta Federal Credit Union Opens New Branch in Thousand Oaks

PR Newswire
by PR Newswire0
On Monday, June 26, Kinecta Federal Credit Union opened its newest branch in Thousand Oaks, California. This new branch brings Kinecta’s convenient and accessible financial services, lower loan rates, higher savings rates and wealth management resources to the Thousand Oaks community. “We are proud to open this newest branch in the Thousand Oaks area,” said Keith Sultemeier, President and......
Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge
Analytics News

Money Concepts Capital Corp. Enhances Advisor Productivity and Client Servicing Capabilities with Broadridge

PR Newswire
by PR Newswire0
Leveraging Broadridge Wealth Data Aggregation and Financial Reporting enables Money Concepts to create their wealth platform for the future  Money Concepts Capital Corp. has enhanced its data management technology with the implementation of Wealth Data Aggregation and Financial Reporting from global Fintech leader Broadridge Financial Solutions, Inc.. This data aggregation, reporting......
GTJAI Brought ESG Considerations into its Credit Risk Policy
Lending News Risk Management

GTJAI Brought ESG Considerations into its Credit Risk Policy

Business Wire
by Business Wire0
Guotai Junan International Holdings Limited announced that the Group has incorporated ESG risk factors into its Newest Credit Risk Policy to control and manage the ESG risks at the business operation level more efficiently. Latest Fintech Interview : Global Fintech Interview with Anndy Lian, Intergovernmental Blockchain Expert, Partner at Blockchain Technology The......
Community Bank System, Announces CEO Succession Plan
Banking News

Community Bank System, Announces CEO Succession Plan

Business Wire
by Business Wire0
Community Bank System, announced that Mark E. Tryniski will retire as the Company’s President and Chief Executive Officer (“CEO”) effective as of December 31, 2023. Since August 2006, Mr. Tryniski has served as the President, CEO and Director of the Company and its wholly owned banking subsidiary, Community Bank, N.A.......
Fearless Investing Summit Returns, Focuses on AUM Growth Education
Fintech Investment Services News

Fearless Investing Summit Returns, Focuses on AUM Growth Education

Business Wire
by Business Wire0
Top wealth management conference to share best-practices for marketing, client acquisition and client satisfaction Riskalyze, the industry-leading growth platform for wealth management firms, announced the return of its annual Fearless Investing Summit. Taking place at the JW Marriott Turnberry in Miami, FL from October 2-4, this year’s event will provide......
FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
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