Search Results for: financial management

AYLIEN Makes Waves With Trailblazing Financial Services Innovation
News Risk Management

AYLIEN Makes Waves With Trailblazing Financial Services Innovation

Fintech News Desk
by Fintech News Desk0
Irish startup’s flagship risk monitoring application for new marketplace platform sends ripples through the Risk Tech space AYLIEN, the award-winning news intelligence startup has unveiled a pioneering breakthrough in financial services risk management which will send innovation shockwaves through the sector. AYLIEN’s Risk Signals application has been selected as one of......
Charles River Associates Expands Its Financial Markets Practice
Finance News

Charles River Associates Expands Its Financial Markets Practice

Fintech News Desk
by Fintech News Desk0
Charles River Associates, a worldwide leader in providing economic, financial and management consulting services, announced that Ozgur B. Kan has joined CRA’s Financial Markets Practice as a vice president in the Company’s New York office. “As a recognized expert who has provided written and oral testimony and expert advice in numerous......
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......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
by Fintech News Desk0
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
Artificial Intelligence News Technology

Neurotechnology Releases NCheck Visitor Management System For Convenient And Accurate Biometric Visitor Access Control

Fintech News Desk
by Fintech News Desk0
Neurotechnology, a provider of deep learning-based solutions and high-precision biometric identification technologies, today announced the release of the NCheck Visitor Management System (VMS). This user-friendly solution uses biometric identification from live video feeds to provide both security and efficiency in managing appointments and granting access to public and private buildings, healthcare......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Intuit and Suh Family Foundation Launch National Financial Literacy Program for High School Students
Finance Fintech News

Intuit and Suh Family Foundation Launch National Financial Literacy Program for High School Students

Fintech News Desk
by Fintech News Desk0
Intuit, the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, and Mailchimp, together with the Suh Family Foundation, co-founded by Ndamukong and Katya Suh,  announced a partnership to bring financial literacy education to high school students in some of the nation’s largest school districts in Dallas, Los Angeles, and Oakland. “We are......
LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform
Banking News

LPL Financial Welcomes Commerce Financial Advisors to its Institution Services Platform

Fintech News Desk
by Fintech News Desk0
Business comprises nearly 30 financial advisors, who collectively serve $4.4 billion of brokerage and advisory assets LPL Financial LLC announced an agreement with Commerce Bank to transition support of Commerce Financial Advisors to LPL’s Institution Services platform. Commerce Financial Advisors, the retail brokerage and advisory division of Commerce Brokerage Services,......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
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