Search Results for: client acquisition

Vantage Introduces Social Trading to Make Trading More Interactive
News Trading

Vantage Introduces Social Trading to Make Trading More Interactive

Fintech News Desk
by Fintech News Desk0
Vantage, the multi-asset broker, has launched social trading on the Vantage App, making it an all-in-one trading app that supports both regular trading and social trading. Social trading is an innovative feature that turns trading into a social event. Experienced traders can share their trading strategies as signal providers. Novice traders......
SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company's International Advisory Board
Banking Fintech News

SRM Adds Payments Expert and Banking Advisor Doug Leighton to the Company’s International Advisory Board

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other industries across North America and Europe, announced that payments veteran and trusted banking advisor Doug Leighton has accepted a non-executive board position on the company’s International Advisory Board. “Joining SRM’s International Advisory Board is a wonderful opportunity.......
Cetera Announces Joint Venture Within Tax Professional Community
Finance News

Cetera Announces Joint Venture Within Tax Professional Community

Fintech News Desk
by Fintech News Desk0
Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Farpointe Wealth Partners (Farpointe), an independent firm within the Cetera Financial Specialists (CFS) community, has......
Perform[cb] Announced as #1 Network for Consumer Financial Services by mThink
Finance News

Perform[cb] Announced as #1 Network for Consumer Financial Services by mThink

Fintech News Desk
by Fintech News Desk0
Perform[cb], #1 CPA Network Worldwide, earns new title as Best Network for Consumer Financial Services by mThink’s vertical-specific Blue Book survey Perform[cb], voted #1 CPA Network overall for six years running, has just been named #1 Network for Consumer Financial Services in mThink‘s inaugural Blue Book survey of the financial services vertical.......
Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
TNS Marks Payments Industry Milestone With PCI Partnership
Digital Payments News

TNS Marks Payments Industry Milestone With PCI Partnership

Fintech News Desk
by Fintech News Desk0
Since 2007, Early Adopters Continue Leading Global Compliance Journey Transaction Network Services (TNS), a global, leading payment infrastructure-as-a-service (IaaS) provider,  announced it is celebrating a 15-year milestone of continuous PCI Data Security Standard (PCI DSS) compliance. As an early adopter taking guidance from the PCI Security Standards Council (PCI SSC) and......
B2B Cryptocurrency News

CrossTower To Acquire BEQUANT And Launches The Industry First ESG Crypto Fund

Fintech News Desk
by Fintech News Desk0
CrossTower, the global cryptocurrency trading platform, announced that it has reached an agreement to acquire BEQUANT, a leading prime brokerage and digital asset exchange, for an undisclosed amount. CrossTower also announced the launch of the first ESG Crypto Fund, in partnership with the Lydian Group, to invest in and rebuild......
Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth
Banking News

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth

Fintech News Desk
by Fintech News Desk0
On November 1, 2022 Excalibur Investment Banking is pleased to announce that Long Point Capital has partnered with management and made a significant equity investment in Allnorth Consultants Limited. With over 750 employees and 21 locations across Canada, Mexico and the U.S., Allnorth provides multi-disciplinary engineering, project delivery and construction......
Regions Bank Launches Multi-Assets Solutions Group
Banking News

Regions Bank Launches Multi-Assets Solutions Group

Fintech News Desk
by Fintech News Desk0
United team further differentiates Regions’ investment professionals through macroeconomic and market research, investment strategy, and more Regions Bank on Monday announced the launch of its Multi-Assets Solutions Group, the result of combining the bank’s Investment Research Group with the research team from Regions subsidiary Highland Associates. Communication. Collaboration. Results. This latest development in @RegionsBank’s......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
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