Search Results for: Advisory Board

B. Riley Financial Names Martin Bernstein Head of Private Investments
Finance Fintech Investments News

B. Riley Financial Names Martin Bernstein Head of Private Investments

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc., a leading provider of business advisory and financial services, announced that Martin Bernstein has joined B. Riley Principal Investments as Head of Private Investments. In this newly created role, Bernstein is responsible for sourcing, underwriting, and managing investments with private companies in addition to leading distribution to......
B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform
Banking Fintech News

B. Riley Financial Completes Acquisition of National Holdings Corporation, Creates Meaningfully Enhanced Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
B. Riley Financial, Inc. and National Holdings Corporation announced the completion of the firms’ previously announced merger. In connection with the transaction, National becomes a wholly owned subsidiary of B. Riley Financial and an affiliate of B. Riley Wealth Management. National adds nearly 700 registered representatives and assets of approximately......
Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals
Fintech Investment Services Machine Learning News

Botkeeper Revolutionizes The Accounting Industry By Turning Leads To CPAs And Industry Professionals

Fintech News Desk
by Fintech News Desk0
Machine Learning-Powered Bookkeeping Leader to Supercharge the Accounting Industry’s Success by Dedicating Their Offering to Accounting Firms Botkeeper, a leading Machine Learning-powered bookkeeping solution, is turning the accounting industry on its ear in 2021. The “service as a software” pioneer that has provided both a direct to SMB and wholesale solution......
Business Fintech News Risk Management

Willis Towers Watson and Liberty Specialty Markets Launch Reputational Crisis Solution

Fintech News Desk
by Fintech News Desk0
Willis Towers Watson , a leading global advisory, broking and solutions company, and Liberty Specialty Markets, a leading global provider of specialty and commercial insurance products, today launched Reputational Crisis Insurance – a solution that enables organisations to transfer the financial risk associated with certain types of reputational crises in......
Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services
Business Fintech News

Deloitte Partners With Diligend To Digitize and Streamline Operational and Investment Manager Due Diligence Services

Fintech News Desk
by Fintech News Desk0
Diligend, a leading investment management software provider that brings the power of technology to institutional investors and consultants, today announced it has added Deloitte Consulting as a client. Deloitte will use Diligend’s solution to digitize and streamline their processes, which include Operational Due Diligence (ODD) on investment managers and service......
4 Ways to Execute a Successful Identity Governance Program
Business Digital Fintech Guest Posts Risk Management

4 Ways to Execute a Successful Identity Governance Program

John Milburn
by John Milburn0
When we think of cyber security, our mind races to high-profile security breaches, the dark web, and cyber criminals out to acquire your money, data, or personal information. While safeguarding against these big threats is an important part of any business strategy, there are other vitally important risks that get......
CLS Stockbrokers signs for iFinancial AML package
Fintech Investment Services News

CLS Stockbrokers Signs for iFinancial AML Package

Fintech News Desk
by Fintech News Desk0
iFinancials’ award-winning software AMLtrac has been selected by CSL Stockbrokers to help with the on-boarding of their customers and to meet their Anti Money Laundering obligations. CSL Stockbrokers, a financial advisory, financial solutions, and investment organisation have signed for iFinancial’s Anti Money Laundering software which enables them to focus on......
People's United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking
Banking Fintech News

People’s United Bank Recognized by Greenwich Associates with Awards for Best Brand and Cash Management Excellence in Middle Market Banking

Fintech News Desk
by Fintech News Desk0
People’s United Bank, N.A., a subsidiary of People’s United Financial, has been recognized by Greenwich Associates, a leading global provider of market intelligence and advisory services to the banking industry, with three awards for its 2020 performance in serving middle market customers. This recognition includes a national achievement in being......
NICE Actimize Applies AI to Watchlist Screening
Artificial Intelligence Fintech News

NICE Actimize Applies AI to Watchlist Screening

Fintech News Desk
by Fintech News Desk0
Financial services organizations are increasingly challenged to efficiently screen parties and payments against required sanctions lists. With these requirements in mind, NICE Actimize, a NICE business, announces the launch of WL-X, its breakthrough, next-generation Watch List (WL) screening solution leveraging the power of artificial intelligence for superior data management, advanced......
InfiniGold Raises $6.25m and Rebrands as Trovio
Blockchain Digital Fintech Fintech Funding News

InfiniGold Raises $6.25m and Rebrands as Trovio

Fintech News Desk
by Fintech News Desk0
InfiniGold, leading commodity digitization and registry service, incubated out of Australia’s Rozetta Institute that is pioneering the tokenization of commodities on private and public blockchains, has raised $6.25 million AUD in a Series B funding round. The company also rebrands to a new name, Trovio, reflecting the agnostic nature of......
1