Search Results for: Advisory Board

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios
Fintech Investment Services News

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Business Wire
by Business Wire0
WisdomTree, a global financial innovator, announces the launch of the CORBU x WT PolyMacro Model Portfolios, a collaborative effort with CORBU, a research intelligence and advisory platform, designed for a rapidly changing global investment landscape. These model portfolios seek to capitalize on key policy pivots through a thematic view of......
CMT Digital Strengthens Global Leadership Team With Two Strategic Hires
Blockchain News

CMT Digital Strengthens Global Leadership Team With Two Strategic Hires

Business Wire
by Business Wire0
CMT Fuels Global Growth with The Hiring of Seasoned Capital Advisory Executive and Crypto Investment Specialist CMT Digital a Chicago-based firm investing in blockchain technology and digital asset ventures since 2015, announced the appointments of Erik Ellingson as Head of Business Development and Augustus (“Augie”) Ilag as Head of Asia.......
Digital Platforms Fortify Banks Against Rising Competition
Banking News

Digital Platforms Fortify Banks Against Rising Competition

Business Wire
by Business Wire0
Traditional banks continue to adopt modular, cloud-based architectures to meet customer demand for easy digital experiences, ISG Provider Lens report says Banks still using legacy technologies are continuing to move toward modern digital platforms to better compete with emerging rivals, according to a new research report published by Information Services Group......
Veteran Finance and Tech Executive with Track Record of Driving Transformational Change Joins Offerpad
Fintech News

Veteran Finance and Tech Executive with Track Record of Driving Transformational Change Joins Offerpad

Business Wire
by Business Wire0
Offerpad Solutions, a leading tech-enabled platform for residential real estate, announced that Jawad Ahsan will become Chief Financial Officer of Offerpad effective July 10, 2023, succeeding Michael Burnett. Mr. Burnett will remain with the Company in an advisory capacity through August 1, 2023 to assist with the transition. Latest Fintech Interview:......
FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support
Finance News

ProNvest Rebrands as Future Capital, Empowering Investors with Retirement Solutions and Unwavering Support

Business Wire
by Business Wire0
Leading WealthTech Platform’s Rebranding Highlights Commitment to Advanced Technology, Customized Solutions, and Personalized Guidance for Long-Term Wealth and Financial Stability ProNvest, a leading WealthTech solution specializing in personalized services for workplace retirement plan participants, has rebranded as Future Capital. This name change reflects the firm’s focus on empowering advisors and......
tru Independence Launches $500 Million Sykon Capital
Fintech News

tru Independence Launches $500 Million Sykon Capital

Business Wire
by Business Wire0
tru Independence, (“tru”) a $10 billion and growing national independent advisory community, announces the launch of Sykon Capital (“Sykon”), the latest firm to join tru’s growing roster of independent advisory businesses. Sykon is the second group from the New York City area to partner with tru in the past three months and signifies......
Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities
Fintech News

Massey Henry Adds New Partner, Bolstering Financial Services Executive Search Capabilities

Business Wire
by Business Wire0
Massey Henry, one of North America’s leading executive search firms focused on financial services, announced the appointment of a new partner, Charlotte Berry. Also Read: Global Fintech Interview with JB Orecchia, President and CEO of SavvyMoney “Charlotte’s addition to the firm is reflective of our significant growth, as well as the......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise
Banking News

Forward Bank Taps Total Expert to Create Customers for Life Across the Financial Enterprise

Business Wire
by Business Wire0
Forward Bank, a community financial institution serving Central and Northern Wisconsin, has selected Total Expert to enhance marketing activities and digital onboarding efforts and grow deeper customer relationships. By leveraging Total Expert’s purpose-built customer engagement platform, Forward Bank will proactively communicate with customers and guide them throughout their financial journey. “We are......
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