Search Results for: Financial Advisor

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)
Artificial Intelligence Fintech News

Artificial Intelligence Risk, Inc. Launches RIA GPT, the First Generative-AI Platform Specifically for Registered Investment Advisors (RIAs)

Business Wire
by Business Wire0
RIA GPT Provides Advisors with AI Efficiencies while Addressing Governance, Risk, Compliance and Cybersecurity Artificial Intelligence Risk, Inc. (AI Risk, Inc.), the leader in AI Governance, Risk, Compliance, and Cybersecurity (AI GRCC) software, announced today the launch of RIA GPT, a new software platform providing safe, secure, generative-AI for registered......
XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024
Fintech News

XP Appoints Victor Mansur as Chief Financial Officer Effective August 1, 2024

Business Wire
by Business Wire0
Mansur is currently XP’s Deputy CFO and an industry veteran who brings two decades of experience in treasury, trading, structuring, and sales roles Outgoing CFO Bruno Constantino will serve in an advisory role for a 12-month period after the transition and remain on the XP Board Head of Investor Relations......
Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer
Finance News

Diebold Nixdorf Announces Thomas Timko as Chief Financial Officer

PR Newswire
by PR Newswire0
Diebold Nixdorf announced the appointment of Thomas Timko as executive vice president and chief financial officer (CFO), effective May 17, 2024. He will be responsible for Diebold Nixdorf’s financial strategies, including optimizing the organization’s global financial systems and driving alignment of the company’s strategy to its financial performance to build value for stockholders and......
FIntegrate Welcomes Banking Industry Veteran, Jeremy Ferrell, to Board of Advisors
Banking Fintech News

FIntegrate Welcomes Banking Industry Veteran, Jeremy Ferrell, to Board of Advisors

EIN Presswire
by EIN Presswire0
FIntegrate Technology, leading provider of financial technology solutions, announced today the addition of Jeremy Ferrell to its Advisory Board. Ferrell, an accomplished banking leader with nearly 25 years of experience in the banking industry, and who will bring invaluable insights and strategic direction to the organization. “Jeremy’s vast experience and......
Alkami Releases Digital Banking Performance Metrics Report in Partnership with Cornerstone Advisors
Banking News

Alkami Releases Digital Banking Performance Metrics Report in Partnership with Cornerstone Advisors

PR Newswire
by PR Newswire0
Digital channel spending as a percentage of total IT spend up 3%; Chatbot deployment increased by 15% Alkami Technology, a leading cloud-based digital banking solutions provider for financial institutions in the U.S., announced the release of its latest research in partnership with Cornerstone Advisors’ Ron Shevlin, chief research officer. The Digital Banking Performance......
Ally Financial Declares Dividend on Common Stock and Series B and Series C Preferred Stock
Digital Payments Fintech News

Ally Financial Declares Dividend on Common Stock and Series B and Series C Preferred Stock

PR Newswire
by PR Newswire0
Additionally, a dividend payment was declared on Ally’s 4.700% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C, of approximately $11.8 million, or $11.75 per share, and is payable to shareholders of record as of April 30, 2024. The board of directors of Ally Financial declared a quarterly cash dividend of $0.30 per......
Accenture-Acquires-Axis-Corporate-to-Help-Spanish-Financial-Services-Companies-Reinvent-their-Businesses
Finance Fintech News

Accenture Acquires Axis Corporate to Help Spanish Financial Services Companies Reinvent their Businesses

Fintech News Desk
by Fintech News Desk0
Axis Corporate enhances Accenture’s strategy and technology offerings that enable companies in Spain to reinvent their business models, more effectively manage costs and develop new products faster. Accenture has acquired Axis Corporate, a Spanish management and technology business consulting firm specializing in financial services. Axis Corporate enhances Accenture’s strategy and......
ICR-Capital,-Leading-Equity-Capital-Markets-Advisory-Firm,-Publishes-its-Q1-Equity-Capital-Markets-Update-&-Outlook
Fintech News

ICR Capital, Leading Equity Capital Markets Advisory Firm, Publishes its Q1 Equity Capital Markets Update & Outlook

Business Wire
by Business Wire0
Aided by a more constructive investor sentiment towards new issuance activity, March ended as the most active month since November 2021, accounting for 43% of the total Q1 volume. ICR Capital, a leading capital markets advisory firm, today released its First Quarter Equity Capital Markets Update & Outlook report. The equity......
Luma-Financial-Technologies-Announces-a-Collaboration-with-BNY-Mellon’s-Pershing-to-Provide-Next-Level-Annuity-Management-Solutions
Finance Fintech News

Luma Financial Technologies Announces a Collaboration with BNY Mellon’s Pershing to Provide Next-Level Annuity Management Solutions

Business Wire
by Business Wire0
Through Pershing’s award-winning custodial platform, NetX360 ®+, advisors will be able to access Luma’s educational materials, analytics, and suitability tools to help them streamline and manage sales activities for all annuity product types. Luma Financial Technologies (“Luma”), the world’s top independent, multi-issuer, structured products and annuities platform, and BNY Mellon’s......
AdvisorEngine-and-Franklin-Templeton-Unveil-Wealth-Management’s-Next-Evolution-of-Goals-based-Planning
Finance Fintech News

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Business Wire
by Business Wire0
For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple systems or enduring repetitive steps. AdvisorEngine, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors......
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