Search Results for: Business Advisory

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions
Business Fintech Investment Services News

LPL Financial Partners With Slack to Offer Messaging Capabilities to Its Advisors and Institutions

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that the firm has partnered with Slack, a leading channel-based messaging platform, to give advisors and their teams new tools to communicate in real time, whether working from the same office, from......
Barclays appoints Gauthier Le Milon as Head of M&A France
Banking Fintech Investment Services News

Barclays Appoints Philipp Gillmann as Head of Logistics Banking EMEA

Fintech News Desk
by Fintech News Desk0
Barclays Investment Bank announces the appointment of Philipp Gillmann as a Managing Director and Head of Logistics Banking EMEA (Europe, the Middle East and Africa). Mr. Gillmann will be based in Frankfurt, and will report to Peter Kimpel, Head of Banking for Germany, Austria and Switzerland, and Asim Mullick and......
Fund That Flip Appoints Greg Nicastro to Its Board of Directors and Increases Board Membership
Business Fintech News

Fund That Flip Appoints Greg Nicastro to Its Board of Directors and Increases Board Membership

Fintech News Desk
by Fintech News Desk0
 Fund That Flip, the leading online fintech platform for investing in short-term residential real estate debt, announced it has appointed Greg Nicastro to its board of directors. Nicastro is a recognized technology executive with extensive experience in enterprise-class platform development for both information security and cloud management. His appointment comes......
Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event
Banking Fintech InsurTech News

Digital Transformation for the Finance Industry the Focus of ISG TechXchange Event

Fintech News Desk
by Fintech News Desk0
Leaders from Dow Jones, AXA, Western Union, AAA, Guardian Life, U.S. Bank, MetLife and Liberty Mutual will explore key trends and technologies during live, virtual event Sept. 2 Leaders with global banking, financial services and insurance companies will share their experiences and strategies for digital transformation at the virtual ISG TechXchange:......
Bluefin Announces $25 Million in Growth Financing Led by Macquarie Capital Principal Finance
Fintech News Risk Management

ACA Compliance Group Launches ComplianceAlpha App for Mobile Devices

Fintech News Desk
by Fintech News Desk0
Provides financial services firms with an easier, more accessible compliance experience for today’s increasingly distributed work environment(ACA Compliance Group) ACA Compliance Group (ACA), a leading provider of governance, risk, and compliance advisory services and technology solutions, announced the launch of the mobile app version of its ComplianceAlpha platform for risk......
Lincoln Financial Group Elects Reginald E. Davis to Serve on Board of Directors
Banking Fintech News

Lincoln Financial Group Elects Reginald E. Davis to Serve on Board of Directors

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Group announced that Reginald E. Davis has been elected to serve on the company’s board of directors. Read More: Curb Debuts Taxi PaaS Solution with City of Chicago to Enable E-hailing and Mobile Payments for Wheelchair Accessible Vehicles Reggie Davis joins Lincoln Financial Group’s Board of Directors Mr.......
Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals
Fintech News

Schwab Introduces Free Digital Financial Planning for Clients Seeking to Manage Their Retirement Goals

Fintech News Desk
by Fintech News Desk0
Launch of Schwab PlanTM Gives All Schwab Clients a Modern Way to Access a Personalized Financial Plan Regardless of Asset Level As part of its ongoing commitment to democratize access to investing and financial planning, Charles Schwab announced the launch of Schwab Plan, a free digital financial plan designed to......
NEC Acquires a Leading Swiss Financial Software Company, Avaloq
Banking Fintech News

Bankia Accelerates Democratization of Wealth Management With Avaloq

Fintech News Desk
by Fintech News Desk0
Bankia, the fourth largest financial institution in Spain, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client. Read More: COVID-19 and Automation are Changing Finance......
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