Search Results for: financial management

BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements
Compliance management News

BAI Launches the BAI Policy Manager Designed to Help Financial Services Organizations Comply with Regulatory Requirements

Fintech News Desk
by Fintech News Desk0
BAI, a leading nonprofit independent organization that serves the financial services industry, including providing compliance training to over 2,300 organizations, has launched the new BAI Policy Manager to help financial services organizations create, manage, and track their organizational procedures and policies to meet increasingly complex regulatory requirements. “The BAI Policy......
KeyPoint Credit Union Welcomes New Chief Financial Officer
Finance News

KeyPoint Credit Union Welcomes New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Industry Veteran John Caladim Joins San Jose-based KeyPoint KeyPoint Credit Union, one of the largest Credit Unions in California, named John Caladim as its new Chief Financial Officer. Most recently, Caladim was Vice President of Finance at Travis Credit Union, a $4.7 billion-asset credit union. Brad Canfield, President and CEO of KeyPoint, said, “After an......
JPEX Strengthens Partnership with Simplex by Nuvei
Cryptocurrency Finance News

CFund Capital Will Make Financial Disclosures In Accordance With FASB Latest Cryptocurrency Accounting Standards

Fintech News Desk
by Fintech News Desk0
According to a post on the FASB website, the Financial Accounting Standards Board (FASB) on January 5, 2023 updated its December 14, 2022, “provisional decision on Accounting and Disclosure of crypto assets.” Updated accounting standards documents indicate that investment companies and non-profit entities should separately report financial statements for their......
Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023
Finance News

Swan, Leading Bitcoin Financial Services Firm, Announces Four New Hires in January 2023

Fintech News Desk
by Fintech News Desk0
Sheetal Ray joins as COO, Raphael Zagury as CIO and Head of Research, Guarav Gollerkeri as GM of Swan Personal, and Guilherme Gomes as CRO Swan, leading Bitcoin financial services firm, announces four new senior hires this month, to help lead the company’s continued growth through the current economic downturn.......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
Haven Technologies Partners with GraceKennedy Financial Group to Expand Access to Insurer's Creditor Life Products
InsurTech News

Haven Technologies Partners with GraceKennedy Financial Group to Expand Access to Insurer’s Creditor Life Products

Fintech News Desk
by Fintech News Desk0
Haven Technologies, the cloud-based quote-to-claim insurtech platform, is partnering with the GraceKennedy Financial Group (GKFG) to offer the insurer’s Creditor Life products on its core insurance platform. Specifically, the partnership between Haven Technologies and the GraceKennedy Financial Group will focus on supporting the rollout of the insurtech’s platform for three......
Wounded Warriors Family Support Partners with Pathway Financial Education
Finance News

Wounded Warriors Family Support Partners with Pathway Financial Education

Fintech News Desk
by Fintech News Desk0
Credit problems. Underwater mortgages. Late house payments. A FINRA Investor Education Foundation analysis discovered that military veterans are more likely to suffer these problems than the civilian population. Wounded Warriors Family Support understands the importance of financial literacy and savings. The nonprofit has formed a partnership with Pathway Financial Education......
Monnai Strikes a Chord with Financial Institutions, Unlocking Global Consumer Insights
Fintech News

Monnai Strikes a Chord with Financial Institutions, Unlocking Global Consumer Insights

Fintech News Desk
by Fintech News Desk0
Company’s single API approach delivers decisioning insights at every stage of the customer lifecycle Monnai, the world’s only global consumer insight infrastructure provider, announced that in its first full year of operations they demonstrated strong product market fit, customer traction and growth. Financial organizations in seven countries have deployed its......
Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies
Finance News

Frontier Asset Management Partners with 55ip to Provide ActiveTax Technology on Risk-Based ETF Strategies

Fintech News Desk
by Fintech News Desk0
Frontier Asset Management and 55ip announced a partnership to incorporate 55ip’s personalized tax management technology into Frontier’s downside-risk managed ETF Strategies. “This is risk management powered by tax-smart technology, which is exactly what advisors need to build their businesses and focus on what matters most – engaging with clients.” With this new partnership,......
Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the "S" in ESG
Analytics Fintech News

Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the “S” in ESG

Fintech News Desk
by Fintech News Desk0
Global Fintech leader will employ Syndio’s analytics platform to better measure, achieve and prove meaningful and lasting equity in the workplace Syndio, the world’s leading workplace equity analytics platform, announced a new partnership with global Fintech leader, Broadridge Financial Solutions. The company is employing Syndio’s technology to better enable the critical......
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