Search Results for: Financial Advisor

Ping An Bank Wins Gartner Innovation Award for Financial Services
Banking Fintech InsurTech News Risk Management

Ping An Bank Wins Gartner Innovation Award for Financial Services

Fintech News Desk
by Fintech News Desk0
Ping An Insurance (Group) Company of China, Ltd. announced that Ping An Bank received the “Eye On Innovation Award for Financial Services 2020” from research and advisory company Gartner. Ping An Bank is the first in Mainland China’s banking industry to receive the annual award, recognizing the Bank’s capabilities in risk management and the impact of China’s fintech......
Ethic, A Wealth Bank Partners with Small Business Strong Through Launch of Personalized Financial Education Tool
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Ethic, A Wealth Bank Partners with Small Business Strong Through Launch of Personalized Financial Education Tool

Fintech News Desk
by Fintech News Desk0
Boston-based financial institution supports new, local non-profit organization with mission to help women and minority small business owners mitigate COVID-19 economic landscape. Ethic, A Wealth Bank announced its partnership with Small Business Strong to respond to the urgent needs of minority and women small business owners who are navigating the economic......
Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios
Fintech Investment Services News Risk Management

Envestnet and RiskPro Announce Enablement of Enterprises to Mitigate Regulatory Risk from Advisor-Directed Portfolios

Fintech News Desk
by Fintech News Desk0
RiskPro and Envestnet, announce an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk. The strategic relationship between the two companies will allow RiskPro’s proposal generation, portfolio construction, and automated risk surveillance software to function within existing enterprise workflows on the Envestnet unified advice platform.......
Advisor360°-Names-Cassie-Warrington-VP_-Business-Development
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Advisor360° Names Cassie Warrington VP, Business Development

Fintech News Desk
by Fintech News Desk0
Advisor360°, provider of a unified, integrated software suite for advisors, clients, broker-dealers and rollup-RIAs, today announced that Cassie Warrington has joined the firm as Vice President, Business Development. A thought leader with a proven track record of leveraging her expertise in business planning, account development and third-party partnerships, Ms. Warrington’s hire represents......
RegTech Pioneer, Compliance.ai Secures Series A Funding Fueling the Expansion of its Platform and Expert Advisory Board
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RegTech Pioneer, Compliance.ai Secures Series A Funding Fueling the Expansion of its Platform and Expert Advisory Board

Fintech News Desk
by Fintech News Desk0
RegTech company Compliance.ai has closed its Series A round of financing, raising $3 million in additional funding led by Cota Capital. The company is committed to providing best-in-class RCM processes for compliance officers, risk officers, counsel and regulators alike. This includes an expansion into G-20 regulatory coverage, enhanced workflows, advanced reporting and expanding its partnerships with......
Bank of Ireland Research Reveals People More Focused On Securing
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Bank of Ireland Research Reveals People More Focused On Securing Their Financial Futures Following Covid-19 Onset

Fintech News Desk
by Fintech News Desk0
65% agree on need for financial planning more so than prior to Covid outbreak More than half are not confident about their existing financial arrangements Central Bank data shows we are saving as a nation; but could we be doing more? New national research commissioned by Bank of Ireland reveals......
PAAY and Bluefin Join Forces to Dramatically Advance Remote Commerce Security
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Former IBM CISO David Cass Joins AnChain.AI Advisory Board

Fintech News Desk
by Fintech News Desk0
Blockchain Intelligence and Forensics firm AnChain.AI today announced that David Cass, leading expert in InfoSec, Cyber & IT Risk and former CISO at IBM, has joined its board of advisors. Blockchain Intelligence and Forensics firm AnChain.AI today announced that David Cass, leading expert in InfoSec, Cyber & IT Risk and......
BMO Financial Group Announces Executive Appointments
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BMO Financial Group Announces Executive Appointments

Fintech News Desk
by Fintech News Desk0
BMO Financial Group today announced a series of executive appointments to continue to build on its strategic advantages. Tom Flynn will move from his current role as Chief Financial Officer to become a Vice Chair.  In his new role, he will support the growth ambitions of corporate clients and deepening client relationships. He will also continue to support......
Emotomy® Deepens Integration with Schwab Advisor Center®
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Emotomy® Deepens Integration with Schwab Advisor Center®

Fintech News Desk
by Fintech News Desk0
Latest platform enhancement helps advisors improve efficiency, convenience Emotomy®, an institutional-caliber digital investment platform, can help advisors improve their daily efficiency with the seamless integration of Emotomy’s powerful portfolio construction tool and the Schwab Advisor Center® custodial platform. Read More: Exxe Group Issues Bitcoin Exchange Corporate Updates “This latest update......
Swizznet Strengthens Financial ITaaS Portfolio with Acquisition of RightSize Solutions
Fintech News

Swizznet Strengthens Financial ITaaS Portfolio with Acquisition of RightSize Solutions

Fintech News Desk
by Fintech News Desk0
With RightSize, the RIA industry’s leading secure cloud services provider, Swizznet looks to expand services to its Accounting and CPA markets Swizznet, part of Bluff Point Associates private equity portfolio of top information technology companies, has announced that it has acquired RightSize Solutions, one of the leading providers of IT......
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