Search Results for: professional services

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
LPL Financial Welcomes Bradford Capital Group
Fintech News

LPL Financial Welcomes Bradford Capital Group

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced today that financial advisors and partners Chris Bradford, CFP®, Dave Meagher and Stina Bradford have joined LPL Financial’s broker-dealer, RIA and custodial platforms. The team reported having served approximately $150 million in advisory, brokerage and retirement plan assets*, and joins LPL from Securities America, part of Osaic......
CCV Taps RS2’s Platform to Scale its Payments Business
Digital Payments News

CCV Taps RS2’s Platform to Scale its Payments Business

Business Wire
by Business Wire0
RS2, a global payment processing and technology leader behind leading fintechs, acquirers and banks, has announced a landmark agreement with CCV Group B.V., a leading international provider of payment solutions with 65 years of experience in the payment industry and catering to over 150,000 businesses across Europe. This transformative partnership......
Debiopharm Innovation Fund Launches New Seed Funding Activity to Accelerate Digital Transformation of Cancer Care and Pharma R&D
Investment Services News

Debiopharm Innovation Fund Launches New Seed Funding Activity to Accelerate Digital Transformation

Business Wire
by Business Wire0
Kicks off fund with two strategic investments Debiopharm Innovation Fund, the strategic investment arm of Swiss biopharmaceutical company Debiopharm, with $150 million under management, announced the launch of its new seed funding initiative. It plans to deploy additional capital to support up to 15 seed-stage startups each year. Building on......
Huawei Unveils $430 Million Investment to Boost Digital Africa
Artificial Intelligence Investment Services News

Huawei Unveils $430 Million Investment to Boost Digital Africa

Business Wire
by Business Wire0
The eighth edition of Huawei Connect has opened its doors in Shanghai from September 20 to 22, marking its first event since the global health crisis. This year’s spotlight is on artificial intelligence (AI), reflecting Huawei’s key focus for the African continent. During the Huawei Northern Africa Night event on......
Featured Fintech Recommended

Money 20/20- Fintech Event

Fintech Staff Writer
by Fintech Staff Writer0
Money20/20- A closer look No other program comes close to Money20/20 when it comes to discussing the future of money. Each year, hundreds of experts in the fields of financial technology, payments, and services convene at the Money20/20 conferences conducted in Asia, Europe, and the United States. The Money20/20 conference......
Intuit QuickBooks Introduces Two New Payroll Plans to Streamline Payroll and Time Tracking for Canadian Businesses
Fintech News

Intuit QuickBooks Introduces Two New Payroll Plans to Streamline Payroll and Time Tracking for Canadian Businesses

Business Wire
by Business Wire0
The new QuickBooks Payroll plans in Canada are part of a robust three-plan Payroll offering providing more comprehensive Payroll solutions for small and medium-sized business owners, from faster direct deposit to time-tracking – all in one place. Intuit, the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced......
RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Stockify Goes Fully Digital, Offers Mutual Funds and Dematerialization of Shares
Fintech News

Stockify Goes Fully Digital, Offers Mutual Funds and Dematerialization of Shares

PR Newswire
by PR Newswire0
In a strategic move to expand its offerings and provide a comprehensive suite of financial services, Stockify, a leading platform for Unlisted and pre-IPO shares in India, has announced plans to venture into the Mutual Fund space. Latest Fintech Interview : Global Fintech Interview with Mitchell Morrison, CEO and Founder at Eyeballs......
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