Search Results for: Financial Advisor

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
Finance Fintech News

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

Business Wire
by Business Wire0
Vancity’s network of financial advisors gain access to Conquest’s innovative financial planning software Conquest Planning Inc., a technology platform modernizing financial planning with customized and convenient advice, announced an integration with Vancity, Canada’s largest community credit union. With assets exceeding $34 billion, including assets under administration, Vancity is the first credit......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Artory Expands Leadership and Blockchain Team with Strategic Hires Focused on Tokenized Financial Opportunities
Blockchain News

Artory Expands Leadership and Blockchain Team with Strategic Hires Focused on Tokenized Financial Opportunities

Business Wire
by Business Wire0
Artory is proud to announce key hires, growing the company’s blockchain and financial expertise. Artory, the world leader in tokenizing fine art and collectibles, announced the addition of new members to its team, positioning the company to tokenize art and collectibles at scale. As Artory becomes the largest art and......
Ascend Engages With NFP to Deploy Its Financial Technology Platform
Fintech News

Ascend Engages With NFP to Deploy Its Financial Technology Platform

PR Newswire
by PR Newswire0
Ascend, the leading financial operations automation platform, announced it has entered into an agreement with NFP, a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. As part of the agreement, NFP will deploy Ascend’s billing technology platform, which will offer its insurance clients an automated, all-in-one......
ForwardLane Launches EMERGE - Generative AI Platform to Supercharge New Gen of Financial Services Professionals
Analytics Artificial Intelligence Finance News

ForwardLane Launches EMERGE – Generative AI Platform to Supercharge New Gen of Financial Services Professionals

PR Newswire
by PR Newswire0
With the new generative AI platform, financial organizations can rapidly scale their data and analytics capabilities while key sales, marketing, business and product professionals with no AI/LLM expertise can now easily create, preview and engage with valuable insights ForwardLane, the provider of AI-powered intelligence solutions, announces the launch of its......
Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
by PR Newswire0
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand
Banking Investment Services News

BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand

Business Wire
by Business Wire0
BTIG announced that John Bertrand has joined the firm as a Managing Director within Investment Banking’s Debt Capital Advisory Group. Based in the New York office, Mr. Bertrand will support the firm’s efforts to originate, structure, and execute debt financing for corporate issuers and financials sponsors. Latest Fintech Interview: Global......
Financial Information Technologies Announces Strategic Investment from General Atlantic
Fintech News

Financial Information Technologies Announces Strategic Investment from General Atlantic

Business Wire
by Business Wire0
Financial Information Technologies, LLC (“Fintech”), a leading technology provider serving the beverage alcohol industry, announced it has received a strategic investment from General Atlantic, a leading global growth equity firm. General Atlantic will join existing investor TA Associates (TA). Latest Fintech Interview: Global Fintech Interview with Jim Stickley, Chief Executive......
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