Search Results for: Financial Advisor

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
Capital Markets Investment Services News

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

Business Wire
by Business Wire0
Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by......
How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations
Banking Finance Fintech Guest Posts

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations

Timothy Rooney
by Timothy Rooney0
Fintech truly caters to our evolving needs in the digital era. Whether we necessitate enhanced accessibility, efficiency, lower costs, greater security, better financial literacy and economic growth, fintech innovation helps democratize financial services, improve convenience and drive our digital transformation. Technological advances have revolutionized countless industries — and the banking......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
Prudential Financial to Reinsure $12.5 Billion Guaranteed Universal Life Block with Somerset Re
InsurTech News

Prudential Financial to Reinsure $12.5 Billion Guaranteed Universal Life Block with Somerset Re

Business Wire
by Business Wire0
Supports Prudential’s transformation strategy by reducing market sensitivity and increasing capital flexibility Does not result in any changes for customers and distribution partners Prudential Financial, announced an agreement to reinsure a portion of its guaranteed universal life block with Somerset Re, resulting in approximately $450 million of proceeds.1 Latest Fintech......
Quam Plus Financial Unveils New Brand Name
Finance News

Quam Plus Financial Unveils New Brand Name

Fintech News Desk
by Fintech News Desk0
Embracing the Future and Setting Sights on New Development Opportunities Quam Plus International Financial Limited, a leading financial services corporation in Hong Kong, announced it was officially renamed on 21 July. The Group has organized the “Renaming Ceremony & Cocktail” at the Hong Kong Club in Central, Hong Kong, which......
eCurrency Launches Consulting and Advisory Services
Currency Exchange News

eCurrency Launches Consulting and Advisory Services

PR Newswire
by PR Newswire0
eCurrency Mint Inc announces the launch of Consulting and Advisory Services for the feasibility, design, plan and implementation of Central Bank Digital Currency (CBDC). The service provides access to senior-level career central bankers, world renowned economists and recognized thought leaders with real-world experiences in the design, implementation and operationalization of......
Credit Union Industry Veteran Steve Langley Joins Sievewright & Associates, an SRM Company, as Managing Director, Strategic Advisory Services
Fintech News

Credit Union Industry Veteran Steve Langley Joins Sievewright & Associates, an SRM Company, as Managing Director, Strategic Advisory Services

Business Wire
by Business Wire0
Sievewright and Associates, an SRM Company, announced the hiring of Steve Langley as Managing Director, Strategic Advisory Services. Latest Fintech Interview: Global Fintech Interview with Marc Kuzak, Vice President of Legal at Yapily “It’s thrilling to share that Steve Langley is now part of my team” In this new role,......
Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows
Fintech News

Halcyon & OpenFin: Empowering Wealth Advisors with Data-Led Insights and Streamlined Workflows

PR Newswire
by PR Newswire0
Halcyon, an AI fintech firm renowned for its expertise in sophisticated data integration, has joined the OpenFin ecosystem and unveiled a transformative solution on the OpenFin platform, the operating system for enterprise productivity. Halcyon has initiated a pioneering integration that unifies potent tax preparation insights with a state-of-the-art desktop experience.......
Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth
Fintech News

Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth

Business Wire
by Business Wire0
Vantage founder Matthew Pietzak and team are now part of Verdence, which expands its presence with first office in Florida Verdence Capital Advisors, a leading private wealth advisory firm, is announcing that it has acquired Vantage Private Wealth, a Naples, FL-based wealth management firm catapulting Verdence to over $3.4B in......
Cornerstone Advisors Acquires BankSmart
Fintech News

Cornerstone Advisors Acquires BankSmart

PR Newswire
by PR Newswire0
Deal deepens the company’s footprint in the community banking arena, delivers new solutions to clients Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, announced the acquisition of BankSmart, a consulting firm specializing in bank operations, vendor selection, project management solutions and payments. “Since......
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