Search Results for: Business Advisory

KBC Bank Chooses Finastra for Libor Transition
Fintech InsurTech News

Signal Advisors Launches First-Ever Platform To Pay Annuity Commissions In One Day

Fintech News Desk
by Fintech News Desk0
Signal Advisors today announced the debut of their tech-enabled Independent Marketing Organization, or IMO. IMOs distribute annuities and life insurance through a large network of independent financial advisors. “The world doesn’t need another IMO. It needs something fundamentally different,” said Patrick Kelly, Co-Founder and CEO of Signal Advisors, who has spent......
CPA.com and Jirav Launch Strategic Partnership
Business News

AICPA and CPA.com Announce All-Virtual Digital CPA Event This Year

Fintech News Desk
by Fintech News Desk0
Acceleration of Change is Overarching Theme of Dec. 8 Forum Digital CPA, an event hosted by the American Institute of CPAs (AICPA) and its business and technology arm, CPA.com, will focus this year on change management, successful deployment of distributed teams and technological innovation in the accounting profession. Read More: Bank......
Fintech Funding News

MV Index Solutions Acquires BlueStar Indexes

Fintech News Desk
by Fintech News Desk0
Leveraging global capabilities, deep indexing experience and broader product set Today, MV Index Solutions GmbH (MVIS®) announced the acquisition of BlueStar Indexes® (BlueStar®), a research-driven provider of indices and financial data focused on serving the needs of innovative ETF issuers, index fund sponsors and asset managers around the world. With this transaction, two leading......
Business News

Franklin Templeton Appoints Jeff Masom to Head of US Distribution

Fintech News Desk
by Fintech News Desk0
Franklin Templeton today announced the appointment of Jeff Masom, CFA®, as Head of US Distribution, overseeing US retail and institutional distribution, including US marketing and product strategy, reporting to the recently announced Head of Global Distribution, Adam Spector. Masom will join the firm August 31, 2020 and be based in Baltimore,......
Blockchain Cryptocurrency Investment Services News

12 Peers Invests in ShareRing (SHR), Marking the Firm’s First Investment Into the Digital Asset Space

Fintech News Desk
by Fintech News Desk0
The ShareRing management team has successfully executed gig-economy applications for mobility rentals and travel. Their latest venture, the ShareRing app is focused on the fragmented $7 Trillion travel economy and integrates travel documents and itineraries into an all-in-one travel platform. 12 Peers Capital, the Cayman Islands based broker-dealer and capital......
Banking News

Blackstone Announces Appointment of Gene Lockhart, Former CEO and President of Mastercard, as Senior Advisor

Fintech News Desk
by Fintech News Desk0
Blackstone (NYSE:BX) today announced the appointment of Gene Lockhart, former CEO and President of Mastercard and former President of the Global Retail Bank at Bank of America, as a Senior Advisor. Mr. Lockhart will bring his deep expertise in the financial services and financial technology sectors to advise across the......
Business News

TD Ameritrade Institutional: RIAs Are Prepared to Weather Coronavirus Challenges

Fintech News Desk
by Fintech News Desk0
New FA Insight Study Reveals Productivity Gains but Tempered Growth Expectations for 2020 Amid the immense challenges and disruption spawned by the coronavirus pandemic, independent registered investment advisors (RIAs) are again proving their resiliency, course-correcting as needed to position themselves for long-term growth, according to new FA Insight benchmarking research from TD Ameritrade......
Business News

Wealthcare Eclipes $3 Billion in Assets Under Management

Fintech News Desk
by Fintech News Desk0
Wealthcare is pleased to announce that its total assets under management (“AUM”) for its two registered investment advisors (“RIAs”), Wealthcare Capital Management LLC and Wealthcare Advisory Partners LLC, (collectively “Wealthcare”) has eclipsed $3 billion at the conclusion of the second quarter for the first time in its history. Now servicing over 140......
BrightStar Care Chooses BillingPlatform to Automate Complex Billing Needs
Business Fintech News

BillingPlatform and Navint Partner to Automate and Accelerate Lead-to-Revenue Transformation for Global Enterprises

Fintech News Desk
by Fintech News Desk0
BillingPlatform, the leading global cloud-based monetization and billing solution provider, and Navint, an advisory and technology firm that helps organizations drive growth and operational efficiency, announced a partnership specifically designed to address the diverse business models and complex billing requirements as enterprises move to digitally transform their businesses. This growing market......
Capital Markets Fintech News

Wells Fargo Names Mike Santomassimo as New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Wells Fargo & Company (NYSE: WFC) announced today that Mike Santomassimo will join the company in fall 2020 as Chief Financial Officer. Santomassimo will report to CEO Charlie Scharf and serve on the company’s Operating Committee. He will succeed John Shrewsberry, who has announced plans to retire following a successful......
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