Search Results for: Business Advisory

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech Investment Services News

HTK Launches the Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
HTK Financial Professionals can now Seamlessly Offer Annuities to Clients Through the HTK Advisory Series Powered by Envestnet Envestnet, announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity......
KPMG Launches "Elevate" to Help Companies Enhance Performance, Realize Savings and Build New Capabilities
Fintech News

As Companies Grapple With Marketplace Uncertainty, KPMG LLP Launches New Technology Tool That Improves Accuracy Of State Tax Payments

Fintech News Desk
by Fintech News Desk0
The KPMG Indirect Tax Analytics Platform Uses Cloud and Machine Learning to Simplify Tax Analysis and Maximize Liquidity Amid historic economic pressures as a result of COVID-19, KPMG LLP (KPMG), the U.S. audit, tax and advisory firm, has brought to market a cloud-based technology tool – the KPMG Indirect Tax Analytics......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Blockchain News Trading

XinFin Network Secures Ex-SWIFT Corporate & Trade Head Andre Casterman as an Advisor

Fintech News Desk
by Fintech News Desk0
XinFin Network – the digital asset infrastructure powering working capital platforms and financial institutions – announced today that it has secured ex-SWIFT Corporate & Trade head Andre Casterman as an advisor. Acting as a collaborative technology provider, XinFin brings tokenization technology to trade financiers, focusing on alternative lenders, SME market. “There is......
Kamakura Corporation Names Don M. Griffith to Board of Directors
Capital Markets Fintech News Risk Management

Kamakura Corporation Names Don M. Griffith to Board of Directors

Fintech News Desk
by Fintech News Desk0
 Kamakura Corporation is pleased to announce the expansion of its Board and the election of Don M. Griffith to the Board of Directors.  Mr. Griffith was the founder, chairman and chief executive of Grandpoint Capital, Inc, the parent company of Grandpoint Bank.  He previously founded two banking companies, an investment and advisory......
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AST Private Company Solutions Announces Partnership with Fund Administration Leader Standish Management

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) today announced its latest strategic partnership with Standish Management, a leading fund administration provider to private equity with over $130+ billion under administration. Users of PCS’s Astrella™ capitalization (cap) table and ownership tracking platform will be able to integrate relevant ownership data from Astrella......
Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor
Capital Markets Fintech News

Seventy2 Capital Welcomes Andrew Hahn as Vice President and Financial Advisor

Fintech News Desk
by Fintech News Desk0
Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington – Baltimore region, announced that Andrew Hahn, CFP has joined the firm as a Vice President and Financial Advisor. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection Andrew is the latest in a string......
Beyond Insurance and TrustLayer Announce New Strategic Partnership to Provide BIGN Members with Access to Risk Management Platform
Fintech News

David Edelheit Joins UnitedLex as Chief Digital and Transformation Officer, Another Milestone in the Company’s Digital Transformation of the Legal Industry

Fintech News Desk
by Fintech News Desk0
UnitedLex announces the appointment of David Edelheit as Chief Digital and Transformation Officer. Edelheit will play a leading role in setting the vision and strategy for UnitedLex’s digital ecosystem—affecting every relevant operational, delivery, technology, and solutions aspect of the organization. Read More: GIACT Donates Identity and Account Verification Services to......
Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager
Business Capital Markets Fintech News

Anne Yang, Former Managing Director & Member of the Executive Office at Goldman Sachs, Joins Star Mountain as a Partner & Strategic Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Star Mountain Capital, LLC (“Star Mountain”), an investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that Anne Yang has expanded her role from Senior Advisor to Partner & Strategic Portfolio Manager. With decades of strategic advisory experience to leading corporations and asset......
Fifth Third Bank Named a Best Place to Work for Disability Inclusion
Banking Fintech News

Fifth Third Bank Named a Best Place to Work for Disability Inclusion

Fintech News Desk
by Fintech News Desk0
Bank scores a 90% on Disability Equality Index Fifth Third Bank, National Association, has been named for the first time one of the best places to work for people with disabilities as part of the 2020 Disability Equality Index (DEI), the nation’s most comprehensive benchmarking tool for disability inclusion. The......
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