Search Results for: Financial Advisor

New Study Finds Majority of Community Financial Institutions Optimistic About 2024 Despite Economic and Regulatory Challenges
Fintech News

New Study Finds Majority of Community Financial Institutions Optimistic About 2024 Despite Economic and Regulatory Challenges

PR Newswire
by PR Newswire0
Authored by noted fintech expert, Cornerstone chief research officer and Forbes contributor Ron Shevlin, the study gleans insights from more than 350 senior executives from community banks and credit unions across the country. Cornerstone Advisors announced  the release of its highly anticipated study, What’s Going On In Banking 2024: Finding the......
Financial Advisors Will Switch Firms Over Subpar Technology Advisor360° Survey
Finance Fintech News

Advisor360° Releases “2024 Connected Wealth Report”

Fintech News Desk
by Fintech News Desk0
As part of its Connected Wealth Report research series, Advisor360° surveyed 300 financial advisors and executives at large broker-dealers, registered investment advisors and bank trust companies across the U.S. for their perspectives on the impact of technology on their business and the industry. The latest research from Advisor360°, a provider......
CI Financial Reports Total Assets of $438.0 Billion for November 2023
Finance Fintech News

CI Financial Reports Total Assets of $438.0 Billion for November 2023

Business Wire
by Business Wire0
All financial amounts in Canadian dollars unless stated otherwise. CI Financial Corp. (“CI”) (TSX: CIX) today reported preliminary total assets of $438.0 billion as at November 30, 2023, consisting of asset management assets of $122.8 billion, Canadian wealth management assets of $86.1 billion, Canadian custody assets of $24.8 billion, and......
Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
by PR Newswire0
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
Canapi Ventures Announces $750 Million Fund II to Power the New Financial Services Economy
Fintech News

Canapi Ventures Announces $750 Million Fund II to Power the New Financial Services Economy

PR Newswire
by PR Newswire0
Fund II represents a 15% increase in funds and a near-doubling of the Canapi Alliance from firm’s Fund I Canapi Ventures (“Canapi”), the fintech venture capital fund backed by nearly 70 financial institutions and strategic investors across the United States, announced the raise of a $750 million Fund II. Canapi is backed by......
Non-Bank Financial Institutions Can Now Comply with U.S. FTC Cybersecurity Requirements With CyberCatch
News Risk Management

Non-Bank Financial Institutions Can Now Comply with U.S. FTC Cybersecurity Requirements With CyberCatch

PR Newswire
by PR Newswire0
CyberCatch Holdings, an AI-enabled Software-as-a-Service (SaaS) solution provider of continuous compliance and cyber risk mitigation, is pleased to announce the launch of an innovative solution to enable compliance with U.S. Federal Trade Commission (FTC) cybersecurity requirements under its Safeguards Rule and recent amendment. There are thousands of non-bank financial institutions......
Valid8 Financial Accelerates Growth, Shaping Verified Financial Intelligence Category
Fintech News

Valid8 Financial Accelerates Growth, Shaping Verified Financial Intelligence Category

PR Newswire
by PR Newswire0
 AI-powered forensic accounting solution secures $8.5 million Series A fundraise led by Silverton Partners Valid8 Financial, the leader in Verified Financial Intelligence, announced $8.5 million in Series A funding led by Silverton Partners with participation from Touchdown Ventures, First Trust, CPA.com and Capital Midwest. Valid8 provides AI-powered forensic accounting solutions to accounting and......
United Way Bay Area Receives $3 Million Grant From BMO to Support Household Financial Stability Across the Bay Area
Fintech News

United Way Bay Area Receives $3 Million Grant From BMO to Support Household Financial Stability Across the Bay Area

PR Newswire
by PR Newswire0
The four-year grant will help support United Way Bay Area’s SparkPoint centers located at community colleges and service centers United Way Bay Area announced a multi-year $3 million grant from BMO to support individuals, students, and families at the organization’s SparkPoint Centers across the Bay Area. The grant expands BMO’s long-standing strategic partnership with......
ISG Study: AI, Customer Experience Are Top 2024 Spending Priorities for Banking, Financial Services & Insurance
Artificial Intelligence Fintech News

ISG Study: AI, Customer Experience Are Top 2024 Spending Priorities for Banking, Financial Services & Insurance

Business Wire
by Business Wire0
Speakers from Chubb, Allstate, Nationwide, Credit One Bank, Zions Bancorporation, Everyday Life, Hagerty and more will be featured at the ISG TechXchange: BFSI event, December 5 Banking, financial services and insurance (BFSI) institutions plan to leverage AI and other technologies to meet their top 2024 goals of improving customer experience,......
Fidelity National Financial, Announces Intent to Invest Approximately $250 Million In Majority-Owned Subsidiary F&G
Investment Services News Uncategorized

Fidelity National Financial, Announces Intent to Invest Approximately $250 Million In Majority-Owned Subsidiary F&G

PR Newswire
by PR Newswire0
Fidelity National Financial, announced its intent to invest approximately $250 million in F&G Annuities & Life, . (F&G).  FNF held approximately 85% ownership in F&G as of September 30, 2023. F&G will use net proceeds from the investment to support the growth of assets under management, as it capitalizes on opportunities in......
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