Search Results for: Wealth management

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......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Machine Learning News

Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending

PR Newswire
by PR Newswire0
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition The machine learning technology that powers global Fintech leader Broadridge Financial Solutions‘ ability to provide financial advisors with engagement predicting scores and other valuable insights on securities based lending (SBL) borrowers has been granted a patent......
Manulife Announces Leadership Changes to Accelerate Asia Growth
Finance News

Manulife Announces Leadership Changes to Accelerate Asia Growth

PR Newswire
by PR Newswire0
Phil Witherington Appointed President and CEO, Manulife Asia Manulife announced leadership changes across its executive leadership team to accelerate Asia growth and financial performance globally. Phil Witherington, Manulife’s Chief Financial Officer (CFO), is now appointed President and Chief Executive Officer (CEO) of Manulife Asia, effective July 1, 2023. Mr. Witherington will......
Regions Bank Gives Customers More Time to Avoid Overdrafts
Banking News

Regions Bank Gives Customers More Time to Avoid Overdrafts

Business Wire
by Business Wire0
New Regions Overdraft Grace feature provides an extra business day for deposits to avoid overdraft charges. Regions Bank on Thursday announced its latest enhancement to its core personal checking accounts: Regions Overdraft Grace. This new, no-cost feature gives personal checking account customers an extra business day to make deposits and cover......
Citi TTS Selects Pismo to Enrich Global Demand Deposit Account Solutions
Banking Digital Payments News

Citi TTS Selects Pismo to Enrich Global Demand Deposit Account Solutions

Business Wire
by Business Wire0
Citi Treasury and Trade Solutions (TTS) and Pismo, the next-gen banking and payments software company, jointly announced their relationship in which Citi will use Pismo’s technology platform to help strengthen Citi’s corporate demand deposit accounts (DDA), to clients worldwide. Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive......
Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm
Finance News

Advisor Group Welcomes Four Financial Advisors with $410 Million in AUA to the Firm

PR Newswire
by PR Newswire0
Former Securian Financial Services Advisors Join Capitol Financial Solutions, A Group Affiliated with Royal Alliance Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced that John Amendola, Eric S. Owen, Michael Pugh and Steve Tanner have joined Capitol Financial Solutions, one of the largest groups affiliated with Royal Alliance. The four former Securian......
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......
Temenos Recognized as a Leader in the Omdia Digital Banking Platforms Report
Banking News

Temenos Recognized as a Leader in the Omdia Digital Banking Platforms Report

GlobeNewswire
by GlobeNewswire0
Temenos was named as the vendor with the strongest market presence, with 850 digital banking clients of every size, across geographies Temenos announced Omdia, a leading technology analyst and consulting firm, recognized Temenos as a market leader in the report “Omdia Universe: Digital Banking Platforms, 2023”. Temenos achieved leadership status......
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