Search Results for: Financial Advisor

eMoney Advisor Launches Season 3 of 'That Makes Cents' Podcast with Financial Wellness Theme
Finance Fintech News

eMoney Advisor Launches Season 3 of ‘That Makes Cents’ Podcast with Financial Wellness Theme

Fintech News Desk
by Fintech News Desk0
New season introduces financial literacy advocate Mac Gardner as host, adds video format eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, launched the third season of its original podcast “That Makes Cents.” Building on the success of the two previous seasons, which covered personal finance, financial planning,......
Inland Bank and Trust Partners with Leading Global Advisory Firm Chatham Financial
Finance Fintech News Risk Management

Inland Bank and Trust Partners with Leading Global Advisory Firm Chatham Financial

Fintech News Desk
by Fintech News Desk0
Inland Bank and Trust recently partnered with leading global advisory and technology firm Chatham Financial. Chatham is the largest independent financial risk management firm in the United States with extensive expertise in the debt and derivatives markets. “Interest rate swaps have become an effective option for banks and borrowers, allowing......
Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors
Analytics Finance Fintech News

Conquest and Flinks Bring Holistic Financial Planning to Wealth and Insurance Advisors

Fintech News Desk
by Fintech News Desk0
Conquest Planning Inc., and Flinks publicly announced the formation of a strategic partnership to provide financial planning firms and their advisors with an industry-leading integrated aggregation solution. Working together, the two companies will deliver an integrated mix of Conquest’s state-of-the-art financial planning application and Flinks’ best-in-class financial data aggregation &......
Bank Regulatory Expert Deb Bonosconi Joins BRG's Financial Institution Advisory Group
Fintech News

Bank Regulatory Expert Deb Bonosconi Joins BRG’s Financial Institution Advisory Group

Fintech News Desk
by Fintech News Desk0
With an emphasis on Bank Secrecy Act/anti-money laundering, OFAC and risk-focused services, Bonosconi brings deep expertise in financial crime and sanctions compliance Berkeley Research Group (BRG) announced today that Deb Bonosconi has joined the firm as a managing director, further bolstering its Financial Institution Advisory practice. Bonosconi has more than 25 years......
Anthemis Expands Leadership Team & Announces New Strategic Advisory Board to Accelerate Transformation of the Financial System
Fintech News

Anthemis Expands Leadership Team & Announces New Strategic Advisory Board to Accelerate Transformation of the Financial System

Fintech News Desk
by Fintech News Desk0
Ten years in, the market-leading global fintech investor assembles financial services and tech industry leaders to guide its next decade of growth Anthemis, a venture investment firm committed to cultivating change in the financial system announced the appointment of two former Barclays executives to leadership positions with Mei Lim to Chief Financial......
NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions
Artificial Intelligence Business Fintech News

NTT DATA Global Study Finds Nearly 50% of Customers Want Financial Institutions to Act as a Conscientious Advisor on Major Spending Decisions

Fintech News Desk
by Fintech News Desk0
Customers want hyper-individualized financial services. They’re even willing to share personal data and pay more as a tradeoff. According to research findings released today by NTT DATA, there is ample opportunity for financial institutions to harness the power of AI to build more meaningful connections and experiences with customers — vastly......
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
Business Fintech News

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Fintech News Desk
by Fintech News Desk0
Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness Envestnet | MoneyGuide and MaxMyInterest (“Max”) announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution......
Zoe Financial Welcomes United Capital's Former Chief Business Development Officer to Advisory Board Committee
Business Fintech Investment Services News

Zoe Financial Welcomes United Capital’s Former Chief Business Development Officer to Advisory Board Committee

Fintech News Desk
by Fintech News Desk0
Zoe Financial, a technology-driven marketplace that empowers consumers to find the best financial advisor for them, announced Matthew Brinker, Managing Partner at Merchant Investments Management and former Chief Business Development Officer at United Capital, has joined their Advisory Committee. Brinker has more than 25 years of experience in the wealth......
DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role
Business Fintech News

DBS to Double Recruitment of Financial Planning Advisors in 2021; Introduces Industry-First Insurance Consultant Role

Fintech News Desk
by Fintech News Desk0
Bank will hire 650 financial planning advisors, has created a first of its kind insurance consultant role with Manulife Singapore As part of DBS commitment to help all customers, regardless of their income level or life stage, improve their financial wellbeing, the bank today announced plans to double the recruitment......
Quinte Financial Technologies Expands Advisory Board With Addition of Former Lakeland Bank Regional President and COO
Banking Business Fintech News

Quinte Financial Technologies Expands Advisory Board With Addition of Former Lakeland Bank Regional President and COO

Fintech News Desk
by Fintech News Desk0
Robert Vandenbergh Joins Former Bethpage Credit Union CEO Kirk Kordeleski As a Senior Advisor to Accelerate Growth Among Financial Institutions Quinte Financial Technologies Inc. (Quinte) announced today that Robert “Bob” Vandenbergh has joined the firm as a senior member of its Advisory Board. In that capacity, Mr. Vandenbergh will provide......
1