Search Results for: financial industry

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms
Finance News

Trilogy Financial Services Announces the Acquisition of Two Financial Advisory Firms

Fintech News Desk
by Fintech News Desk0
Firms’ Clients to Benefit from Trilogy’s Additional Resources and Multi-Generational Teams Who Will Provide a Trusted Advisor for Life Trilogy Financial Services (Trilogy), a national financial advisory firm with more than $3 billion in brokerage and advisory assets, today announces it has acquired two independent financial advisory practices. Trilogy is partnering with these......
Biote Appoints Samar Kamdar as Chief Financial OfficerBiote Appoints Samar Kamdar as Chief Financial Officer
Finance News

Biote Appoints Samar Kamdar as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Biote Corp. a high growth, differentiated medical practice-building business within the hormone optimization space, today announced that it has appointed Samar Kamdar as its Chief Financial Officer. Mr. Kamdar will oversee Biote’s financial operations with a focus on driving revenue growth and profitability, and will report to the Company’s Chief......
AM Best Affirms Credit Ratings of Members of Northbridge Financial Corporation
Finance News

AM Best Affirms Credit Ratings of Members of Northbridge Financial Corporation

Fintech News Desk
by Fintech News Desk0
AM Best has affirmed the Financial Strength Rating of A (Excellent) and the Long-Term Issuer Credit Ratings of “a” (Excellent) of the members of Northbridge Financial Corporation (Northbridge), which include Federated Insurance Company of Canada (Manitoba, Canada), Northbridge General Insurance Corporation, Zenith Insurance Company and Verassure Insurance Company. The outlook of......
County of Santa Clara Launches CSS IMPACT! Financial Cloud
Finance News

County of Santa Clara Launches CSS IMPACT! Financial Cloud

Fintech News Desk
by Fintech News Desk0
The County of Santa Clara, the home of the “Silicon Valley”, has officially launched phase-one of the implementations of their new Cloud Collections Financial Ecosystem, a major milestone in the consolidation and integration of three disparate legacy systems to “CSS IMPACT! HD™ 2.0”. CSS, Inc., the developers of “IMPACT! HD™ 2.0,”......
Digital Banking Platform Cogni Expands Executive Team To Integrate Web3 and Financial Services
Banking News

Digital Banking Platform Cogni Expands Executive Team To Integrate Web3 and Financial Services

Fintech News Desk
by Fintech News Desk0
Pioneer fintech appoints Crypto Expert to spearhead Web3 expansion and regulatory compliance Cogni, the lifestyle-focused banking platform bridging the gap between Web2 and Web3, has announced a new addition to its leadership team. Simon Grunfeld, a seasoned product innovator in the cryptocurrency and NFT industries, is joining Cogni as VP......
HBT Financial, Inc. Expands Illinois Footprint Through Merger with Town and Country Financial Corporation
Banking News

HBT Financial, Inc. Expands Illinois Footprint Through Merger with Town and Country Financial Corporation

Fintech News Desk
by Fintech News Desk0
HBT Financial, Inc. the holding company for Heartland Bank and Trust Company and Town and Country Financial Corporation the holding company for Town and Country Bank, today jointly announced the signing of a definitive agreement pursuant to which HBT Financial will merge with Town and Country Financial Corporation and Town......
Travelers Financial Group Announces Ashwin Pamidi as CFO and Head of Corporate Strategy
Finance News

Travelers Financial Group Announces Ashwin Pamidi as CFO and Head of Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Travelers Financial Group is one of the leaders in a wide spectrum of consumer and commercial financing related businesses in Canada and United States, today announced that Ashwin Pamidi has been named as Chief Financial Officer and Head of Corporate Strategy. Latest Fintech News: C2FO and Vic.ai Partner to Bring AI to Early Payment Processing Ashwin......
Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
by Fintech News Desk0
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
Renew Financial Announces Loyalty and Satisfaction Significantly Higher Than The Benchmark
Fintech News

Renew Financial Announces Loyalty and Satisfaction Significantly Higher Than The Benchmark

Fintech News Desk
by Fintech News Desk0
Renew Financial (Renew), the nation’s most experienced and one of the leading Residential Property Assessed Clean Energy (R-PACE) financing companies, is proud to report a Net Promoter Score (NPS) of 77 compared to the financial services average of 34, outshining the competition. Latest Fintech News: C2FO and Vic.ai Partner to Bring AI......
CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars
Finance News

CFP Board Center for Financial Planning and Mission Wealth Launch Mission Wealth Scholars

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP announced today the launch of Mission Wealth Scholars, a scholarship program that aims to advance the financial planning profession by providing financial assistance to individuals pursuing CFP® certification who are from populations underrepresented in the profession. Latest Fintech News: C2FO and Vic.ai Partner......
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