Search Results for: Financial Advisor

SLB Capital Advisors Launched By Team Of Veteran Investment Banking, Real Estate Professionals
Fintech Investment Services Investments News

SLB Capital Advisors Launched By Team Of Veteran Investment Banking, Real Estate Professionals

Fintech News Desk
by Fintech News Desk0
The Firm Focuses on Sale Leaseback Transactions for Private Equity Firms and Corporate Real Estate Owners Leveraging Investment Banking Experience and Corporate Finance Expertise to Unlock Capital, Strengthen Corporate Balance Sheets and Enhance Private Equity Returns A team of experienced investment bankers, real estate and M&A professionals has formed SLB Capital......
Elev8 Advisors Group Continuing Expansion With Addition Of Slominski as Partner
Fintech News

Elev8 Advisors Group Continuing Expansion With Addition Of Slominski as Partner

Fintech News Desk
by Fintech News Desk0
elev8 Advisors Group has tabbed industry veteran Aaron Slominski as its new Senior Partner to continue bolstering its already impressive executive roster of Advisors and Clients. Read More: KPMG’s New Tax Data Reader Tool Automates Analysis Of Financial Data, Simplifying… Slominski brings with him over twenty years of experience in the FinTech and......
Community Bank System, Inc. Appoints Dimitar Karaivanov as Executive Vice President
Banking News

Community Bank System Appoints Dimitar Karaivanov as Executive VP of Financial Services and Corporate Development

Fintech News Desk
by Fintech News Desk0
Community Bank System, Inc. is pleased to announce that Dimitar Karaivanov will be joining the Company as its Executive Vice President of Financial Services and Corporate Development. Mr. Karaivanov will assume leadership responsibilities for the Company’s non-banking subsidiaries and financial services businesses and operations, including the employee benefit services and......
CareCredit, CWH Advisors Patient Pay Survey Finds Majority of Patients Would Consider Financing Options to Pay Healthcare Costs
Digital Payments Mobile Banking News

CareCredit, CWH Advisors Patient Pay Survey Finds Majority of Patients Would Consider Financing Options to Pay Healthcare Costs

Fintech News Desk
by Fintech News Desk0
Rising Costs are Driving Demand for Digital Payment Options and Flexible Payment Options Sixty-three percent of all patients and 85% of younger patients (aged 18-34) would consider point-of-service (POS) financing for their healthcare bills, according to a new survey sponsored by CareCredit, a Synchrony solution and leading provider of promotional financing......
Ibotta Names Sunit Patel Chief Financial Officer
Business Finance Fintech News

Ibotta Names Sunit Patel Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Rewards Platform Taps Executive with Strong Public Company Experience to Oversee Financial Operations Ibotta, the leading cash back rewards platform in the United States, announced that Sunit Patel has joined the company as its Chief Financial Officer. Sunit brings to Ibotta more than 25 years of executive leadership experience and 60 quarters......
THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform
Finance Fintech News

THE TIFIN GROUP Announces Acquisitions in Risk Profiling and Financial Planning to Further Expand Their Fintech Platform

Fintech News Desk
by Fintech News Desk0
Acquisitions are part of a strategic expansion and come on the heels of J.P. Morgan’s acquisition of 55ip from TIFIN in December 2020 THE TIFIN GROUP, a holding company with nine fintech companies for the asset and the wealth management industry, announced the acquisitions of a risk profiling company, Totum......
Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally
Investment Services Investments News

Brown Advisory Adds Portfolio Management Team To Expand Sustainable Fixed Income Capabilities Globally

Fintech News Desk
by Fintech News Desk0
Chris Diaz, Ryan Myerberg, and Colby Stilson will lead the development of new global sustainable fixed income solutions for Brown Advisory’s client base Brown Advisory, an independent and privately held global investment management firm,announces the appointment of three portfolio managers to establish and lead a new team responsible for global......
Voya Launches Advisor Managed Accounts Program
Finance Fintech Investment Services Investments News

Voya Launches Advisor Managed Accounts Program

Fintech News Desk
by Fintech News Desk0
New service introduced as Voya data finds 76% of working Americans want access to a financial professional for savings and investment advice Voya Financial, Inc., announced the launch of its new advisor managed accounts advisory program in collaboration with Morningstar Investment Management LLC. As one of the latest services within......
FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot
Finance Fintech News

FP Alpha launches New Tax Tool for Advisors, The Tax Snapshot

Fintech News Desk
by Fintech News Desk0
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth management solution for financial advisors, announced today the launch of, The Tax Snapshot, a dynamic client engagement deliverable that provides financial advisors with an instant summary......
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
Digital Payments Finance Fintech News

AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees

Fintech News Desk
by Fintech News Desk0
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks, saving time, reducing overnight mailing costs, and speeding up fund availability AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced a new mobile check deposit capability for its enterprise clients.......
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