Search Results for: Business Advisory

Redi2's BillFin™ Now Available on the SSG Platform
Fintech News

Redi2’s BillFin™ Now Available on the SSG Platform

Fintech News Desk
by Fintech News Desk0
Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFin™ advanced fee billing......
GAIN Capital Stockholders Approve Merger with INTL FCStone
Capital Markets Fintech News Trading

GAIN Capital Stockholders Approve Merger with INTL FCStone

Fintech News Desk
by Fintech News Desk0
GAIN Capital Holdings, (“GAIN” or “the Company”), a global provider of online trading services, announced that at a special meeting of its stockholders held earlier , the Company’s stockholders voted to approve the adoption of the previously announced Agreement and Plan of Merger, dated as of February 26, 2020 (the “Merger......
Ask Kodiak and Vertafore Announce Partnership
Business Fintech InsurTech News

Independent Insurance Agencies Accelerate Growth by up to 3X with Vertafore’s Vision to Modernize the Agency

Fintech News Desk
by Fintech News Desk0
With an ever-increasing array of InsurTech choices, many independent agencies report they are struggling to select the solutions that will truly enable their growth, now and in the future. Vertafore released new data that shows agencies who invest in four key pillars of modernization, supported by the company’s InsurTech offerings,......
Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region
Fintech News

Wedbush Securities Welcomes Wealth Management Veteran Robert Spawn as Managing Director, Regional Executive of the Pacific North Region

Fintech News Desk
by Fintech News Desk0
Wedbush Securities is pleased to announce the appointment of Robert (“Rob”) Spawn as Managing Director, Regional Executive. Rob serves the Pacific North Region, which includes our existing retail offices in Northern California, Oregon, Washington, and Alaska. Rob joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory......
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Ten Ways Virtual Assistants Can be Good for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Top Tips to Implement Virtual Assistants on your Fintech / Finance Site Financial advisors have to pay specific attention to the needs of each client and prospect, they need to spend more time understanding their unique requirement to be able to offer the right solution in time. Because often times,......
BluWave Names Katie Marchetti Managing Director
Capital Markets Fintech News

BluWave Names Katie Marchetti Managing Director

Fintech News Desk
by Fintech News Desk0
BluWave, a private equity-focused advisory firm, announced the appointment of Katie Marchetti as Managing Director. BluWave connects private equity firms and their portfolio companies with top due diligence and value creation resources via its proprietary, invitation-only network of specialists. Marchetti will initially focus on growth strategy and corporate development with new......
Hillary H. Salo Named Technical Director of the Financial Accounting Standards Board
Fintech News

Hillary H. Salo Named Technical Director of the Financial Accounting Standards Board

Fintech News Desk
by Fintech News Desk0
The Financial Accounting Standards Board (FASB) announced the appointment of Hillary H. Salo to the role of director of technical activities and chair of the Emerging Issues Task Force (EITF). Ms. Salo will begin her new duties at the FASB in August. Read More: Healthfully and Paya Deliver Expanded Patient Care......
Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking
Banking Capital Markets Fintech Investment Services News

Barclays Investment Bank Appoints Alex Lynch as Chairman of Banking

Fintech News Desk
by Fintech News Desk0
Mr. Lynch will enhance Barclays’ client coverage, primarily in the Financial Institutions industry, and will focus on increasing senior level connectivity Barclays announces the appointment of Alex Lynch to the role of Chairman of Banking within its Investment Bank. Mr. Lynch will be based in New York and report to......
Woodruff Sawyer Adopts CyberCube’s Broking Manager
Fintech InsurTech News

Woodruff Sawyer Adopts CyberCube’s Broking Manager

Fintech News Desk
by Fintech News Desk0
US-based Insurance brokerage Woodruff Sawyer has partnered with CyberCube to become one of the first organizations to leverage CyberCube’s “Broking Manager” in its insurance advisory services. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial Crime Prevention Software Insurance brokerage @Woodruff Sawyer has become......
CFO Role Expands Amid Pandemic, According to New Protiviti Survey
Fintech News

Use of Automation and Advanced Technology for SOX Compliance Is Trending Down, Finds New Protiviti Survey

Fintech News Desk
by Fintech News Desk0
Remote work amidst COVID-19 environment further drives vital need for automation and technology adoption for compliance processes The eleventh annual Sarbanes-Oxley (SOX) Compliance Survey, conducted by global consulting firm Protiviti, identified that only 46 percent of audit teams have been utilizing advanced technologies to optimize compliance processes, a decrease from the......
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