Search Results for: Financial Advisor

Dana Bjornson Appointed Chief Financial Officer for insurtech Digital Platform Mylo
Artificial Intelligence Banking InsurTech News

Dana Bjornson Appointed Chief Financial Officer for insurtech Digital Platform Mylo

Fintech News Desk
by Fintech News Desk0
Veteran financial executive Dana Bjornson has been named Mylo Chief Financial Officer because of his exemplary track record in growing, scaling and optimizing businesses. Dana brings over 25 years of financial innovation, including leading new business development and mergers and acquisitions. He previously served as Executive Vice President, Chief Financial......
Indy-Samra-Appointed-as-Corporate-Advisor-for-Crypto-Asset-Rating_-Inc.
Business Capital Markets Fintech News

Indy Samra Appointed as Corporate Advisor for Crypto Asset Rating, Inc.

Fintech News Desk
by Fintech News Desk0
Crypto Asset Rating Inc, a US-Based fintech company disrupting the global capital market, announced today that Indy Samra, an established Private Wealth Advisor and market commentator, has joined the executive team as Corporate Advisor. Read More:  Tuvalu Embarks On World’s First National Digital Ledger And Infrastructure Project On Bitcoin SV......
Broadridge Launches ESG Advisory Services
Business Fintech News

Broadridge Launches ESG Advisory Services

Fintech News Desk
by Fintech News Desk0
New offering with Third Economy rapidly accelerates corporate and institutional ESG strategies To better help companies and investors enhance their Environmental, Social and Governance (ESG) programs, Broadridge Financial Solutions, Inc., a global Fintech leader, and Third Economy, a leader in sustainable investment research and advisory services, have launched an ESG Advisory Service.......
William D. Green Joins Advisor360° Board of Directors
Banking Fintech News

Chris Ollendike Joins Advisor360° as SVP, Head of Sales

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of an integrated suite of productivity tools for advisors, clients, and broker-dealers, announced today that Chris Ollendike has joined the team as SVP of Sales. In collaboration with the leadership team, Mr. Ollendike will develop the partner ecosystem and acquire new broker-dealer clients. Read More: Antier Solutions launches......
Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform
Business Fintech Investment Services News

Dynasty Financial Partners and YCharts Announce a Multi-Year Extension to Continue to Provide RIAs a Tailored Institutional Investment Platform

Fintech News Desk
by Fintech News Desk0
Dynasty Financial Partners and YCharts announced a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and prospect/client communications platform within Dynasty’s proprietary advisor technology platforms. Read More: Century Business Solutions Partners with CloudFirst Solutions to Deliver Credit Card Processing within SAP Business......
Panoramix-Launches-Asynchronous-Processing-To-Streamline-Workflows-and-Enhance-Usability
Business Fintech News

Panoramix Asks: Do Advisors Report to Clients Properly?

Fintech News Desk
by Fintech News Desk0
Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients’ best interests by the manner in which they handle fees in their performance reporting with the company’s seventh Industry Content Series white paper titled Performance Net of Fees Vs......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
A Year in Review: LexisNexis Risk Solutions Survey Uncovers Impacts of COVID-19 Pandemic on Financial Crime Compliance for Financial Institutions
Fintech Investment Services News Risk Management

A Year in Review: LexisNexis Risk Solutions Survey Uncovers Impacts of COVID-19 Pandemic on Financial Crime Compliance for Financial Institutions

Fintech News Desk
by Fintech News Desk0
The U.S. and Canadian Compliance Industry Reveal Compliance Costs Drivers in 2020 LexisNexis Risk Solutions published an infographic summarizing the survey results of U.S. and Canadian compliance professionals on the range of challenges that financial institutions have experienced during the COVID-19 pandemic. The survey outlines the issues that many financial......
BME to Launch AI-Based Robo-Advisor Service
Artificial Intelligence Fintech News

BME to Launch AI-Based Robo-Advisor Service

Fintech News Desk
by Fintech News Desk0
BME has developed an innovative service of Roboadvisor with Artificial Intelligence optimizing investments based on the investor’s preferences and knowledge and complying with each firm’s business regulations. The service allows the system not only to understand each investor’s knowledge, financial situation and goals, but also to take into account their......
simpLEASE-Accounting-Achieves-SOC-1-Type-2-Certification-Confirming-Accounting-and-Financial-Controls-Security
Business Fintech News

simpLEASE Accounting Achieves SOC 1 Type 2 Certification Confirming Accounting and Financial Controls Security

Fintech News Desk
by Fintech News Desk0
Lease accounting software provider, Schneider Downs, has announced the successful completion of the Service Organization Control (SOC) 1 Type 2 audit for simpLEASE Accounting. The third-party audit validates the completeness and accuracy of simpLEASE’s accounting and financial controls. Read More: Curioinvest Launches Capital Dex, the Decentralized Exchange Primarily For Security Tokens......
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