Search Results for: Financial Advisor

Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets
Fintech News

Ameriprise Financial Welcomes Advisors from Morgan Stanley and Wells Fargo with $259 Million in Assets

Fintech News Desk
by Fintech News Desk0
Two teams of financial advisors with $259 million in combined client assets have joined the employee channel of Ameriprise Financial. Jeffery Davis joined from Morgan Stanley in Plano, Texas. Separately, Glen Wilk joined from Wells Fargo in Duluth, Georgia. Both teams were looking for a firm that is strategically focused......
Cloudera MD for Financial Services, Dr. Richard Harmon, Joins Aiydec as Special Advisor, Oxford University Professor Dr. Alessandro Abate Joins as Chief Scientist
Artificial Intelligence Capital Markets Fintech News Risk Management

Cloudera MD for Financial Services, Dr. Richard Harmon, Joins Aiydec as Special Advisor, Oxford University Professor Dr. Alessandro Abate Joins as Chief Scientist

Fintech News Desk
by Fintech News Desk0
Aiydec announced that Dr. Richard Harmon has joined Aiydec as special advisor for “Go to market strategy” and “External partnerships.” Also, Dr. Alessandro Abate has joined the company as Chief Scientist. Read More: Bank of Montreal, Motley Fool, Pernod Ricard USA and Wabtec Among Customers That Signed On With BlackLine In Q1 2020 Dr. Harmon is based......
eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals
Fintech News

eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to Financial Professionals

Fintech News Desk
by Fintech News Desk0
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced it has marked 20 years of transforming the financial advice industry through planning-led solutions. Over the last two decades, eMoney expanded its client base to more than 70,000 financial professionals by developing......
Ameriprise Financial Announces New Grants and Connects Employees and Advisors to Volunteer Opportunities in a Time of Crisis
Fintech Investment Services News

Ameriprise Financial Announces New Grants and Connects Employees and Advisors to Volunteer Opportunities in a Time of Crisis

Fintech News Desk
by Fintech News Desk0
Ameriprise Financial, along with its subsidiary, Columbia Threadneedle Investments, is adapting its longstanding volunteer program so its employees and advisors can give back to communities that face immediate need while adhering to local health and safety guidelines. As the firm approaches its annual National Day of Service, which in past......
Financial Industry Veterans Form Strategic Advisory, Fintova, To Help Clients Drive Digital Transformation
Fintech News

Financial Industry Veterans Form Strategic Advisory, Fintova, To Help Clients Drive Digital Transformation

Fintech News Desk
by Fintech News Desk0
More than ever before, financial institutions must pursue digital capabilities across a wide range of manufacturing, servicing, and distribution functions. As with other industries, the need to adapt digital in financial services precedes the recent health crisis, but the pandemic has accelerated demand amongst incumbent firms, their employees, and customers......
Informa Financial Intelligence's Zephyr and Aapryl Announce 5-Year Partnership Extension
Fintech News

Informa Financial Intelligence’s Zephyr Announces it is Newly Listed on the Schwab Advisor Services™ Website

Fintech News Desk
by Fintech News Desk0
Learn about Zephyr solutions on the Schwab Advisor Services™ website Informa Financial Intelligence’s Zephyr, a subsidiary of Informa plc and worldwide industry leader in providing data, research and insights to financial institutions, announced their solutions are now listed on the Schwab Advisor Services website. Read More: Kensho Collaborates with NVIDIA......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms
Fintech Investment Services News

Advisor Group Announces Organizational Realignment To Accelerate Delivery Of Industry-Leading Technology, Platforms And Tools To Financial Professionals Across Recently Acquired Ladenburg Firms

Fintech News Desk
by Fintech News Desk0
Investacorp, SSN and KMS to Become Part of Securities America in Phased Plan to Commence in Summer and Conclude by Year End Advisor Group, the nation’s largest network of independent wealth management firms, announced an organizational realignment to drive the accelerated delivery of its industry-leading technology, platforms and growth resources......
Agora Data Announces Addition of Auto Industry Professional Chantelle Hardy
Banking Fintech News

Agora Services Adds Board Advisors and Senior Advisors to Assist Financial Institutions in Accelerating Digital Banking Offerings

Fintech News Desk
by Fintech News Desk0
Agora Services, the leading provider of digital platform banking solutions, adds two board advisors and two senior advisors to assist the company in providing digital banking offerings to financial institutions. The new Agora Services team members will help guide the company, its partners and customers to deliver the highest level......
Quantifind's Advisory Board for Financial Crimes Welcomes Jim Richards, Chris Perretta, and Steve Katz
Business Fintech News

Quantifind’s Advisory Board for Financial Crimes Welcomes Jim Richards, Chris Perretta, and Steve Katz

Fintech News Desk
by Fintech News Desk0
Quantifind announces the formation of its Advisory Board as it expands its anti-money laundering and anti-fraud applications Renowned financial risk management experts Jim Richards, Chris Perretta, and Steve Katz are bringing their decades of experience to the newly-established Quantifind Advisory Board for Financial Crimes. The new board will accelerate Quantifind’s efforts to apply its......
1