Search Results for: Investment Management

Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board
Fintech News

Ex-BlackRock Real Estate Investor Joins Liquefy Advisory Board

Fintech News Desk
by Fintech News Desk0
Liquefy is pleased to announce the appointment of Jerome Chung to its Advisory Board. Jerome brings a wealth of knowledge and expertise from real estate, asset management and finance. He is passionate about nurturing and supporting the growth of the next generation of industry leaders. Having gained significant traction over......
Backing the American Workforce: PayPal, Valar Ventures, Founders Fund, and more Invest in Even
Fintech Fintech Funding Investment Services News

Backing the American Workforce: PayPal, Valar Ventures, Founders Fund, and more Invest in Even

Fintech News Desk
by Fintech News Desk0
PayPal Ventures, Valar Ventures, Founders Fund, and Marc Benioff announced a new round of strategic investment in Even (even.com) to address the growing financial uncertainty facing American workers. Read More: TerraPay Announces Readiness for the New World by Strengthening Management Designed to improve both the financial wellness of employees and the financial......
John Walsh Joins Zipari as Chief Technology Officer
Fintech InsurTech Investment Services News

John Walsh Joins Zipari as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Zipari, the first and only consumer experience platform built specifically for the health insurance industry, is pleased to announce that John Walsh has joined the company as Chief Technology Officer (CTO). Walsh is the first CTO at Zipari and assumes responsibility for all technology including Architecture, Core Engineering, Infrastructure, Quality......
BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors
Banking Business Fintech News

BlueVenn Announce Partnership With InfiniteIQ Consulting to Provide Advanced Omnichannel Marketing Solutions for Enterprise Organizations in Healthcare, Retail and Banking Sectors

Fintech News Desk
by Fintech News Desk0
InfiniteIQ Consulting, a nationally recognized technology and data management consulting firm, and BlueVenn, the leading Customer Data Platform (CDP) vendor, have today announced a new strategic technology partnership focussed on helping healthcare, financial services, insurance and retail organizations make better sense of their customer data, and improve their omnichannel personalization......
benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown
Fintech News

benel Solutions Announces Successful AMS Launch for MNCPA in the Middle of COVID-19 Shutdown

Fintech News Desk
by Fintech News Desk0
Strategy, Methodology, and Training Are Keys to Smooth Transition During a Pandemic benel Solutions (benel) is pleased to announce the recent launch of new Association Management Software (AMS) for the Minnesota Society of Certified Public Accountants (MNCPA) on March 18, 2020. MNCPA was successfully transitioned by benel to a cloud-based system in the middle of......
Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy
Business Fintech News

Tegra118 Welcomes Erin Laschinger as Vice President, Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity Firm – announced its appointment of Erin Laschinger as Vice President of Corporate Strategy. In this role, Erin will identify and execute new partnership and growth opportunities......
Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline
Fintech News

Riskalyze Unveils a Host of Brand New Features Ahead of the Reg BI Compliance Deadline

Fintech News Desk
by Fintech News Desk0
Riskalyze announced general availability for four major enhancements to its product lineup in light of the rapidly approaching June 30 effective date of the SEC’s Regulation Best Interest. The new lineup of compliance-optimized features include: Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention......
SIMON Introduces Allianz Life as Newest Carrier to Join InsurTech Platform’s Marketplace
Fintech InsurTech News

SIMON Launches Dynamic New Website, Showcasing Industry-Leading Education and Analytics Platform for Financial Advisors

Fintech News Desk
by Fintech News Desk0
As an extension to its innovative digital platform for financial advisors, SIMON Markets LLC and SIMON Annuities and Insurance Services LLC this week introduced a new, dynamic, public-facing website. The new site showcases the features and functionality of SIMON’s leading-edge wealth management platform, with user-friendly navigation and additional content focused......
New TrustArc Survey Data Shows Nearly One-Third of Organizations Are Just Starting CCPA Planning
Fintech News Risk Management

New TrustArc Survey Data Shows Nearly One-Third of Organizations Are Just Starting CCPA Planning

Fintech News Desk
by Fintech News Desk0
COVID-19 Pandemic, New Technologies Have Companies Rethinking Their Approach to Privacy TrustArc, the leader in privacy compliance and risk management, announced the results of its “Global Privacy Benchmark” survey on how organizations are protecting and leveraging data, their most valuable asset. One of the most extensive surveys ever conducted on......
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