Search Results for: Financial Advisor

Laura Merling, Former Chief Transformation Officer at Google Cloud, Joins Arvest Bank as Chief Transformation and Operations Officer
Banking Cloud News

Laura Merling, Former Chief Transformation Officer at Google Cloud, Joins Arvest Bank as Chief Transformation and Operations Officer

Fintech News Desk
by Fintech News Desk0
Arvest Bank (Arvest), a leading community bank serving retail and emerging businesses, announced growth strategist Laura Merling has joined to lead Arvest’s multi-year transformation strategy, which includes adopting a next generation banking platform and enhancing capabilities in digital payments and services. Merling joins from Google Cloud, where as Chief Transformation Officer......
BNY Mellon Wealth Management Expands Seattle Office With Two New Hires
Fintech News

BNY Mellon Wealth Management Expands Seattle Office With Two New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Seattle office with two new additions including Patrick Burke as senior private banker and Ben Kalman as senior wealth manager. They are both based in Seattle. Patrick reports to Gary Lutz, regional director, West Region private banking and Ben reports to Bo Lee, wealth management, team leader. Latest Fintech Insights: Allumia Closes Series A2......
Finotta Partners With First United Bank & Trust For Investment And Launch Of Personalization Technology
Banking Investment Services News

Finotta Partners With First United Bank & Trust For Investment And Launch Of Personalization Technology

Fintech News Desk
by Fintech News Desk0
Finotta, the emerging leader in mobile banking personalization, announced that it has partnered with First United Bank & Trust, a $12.5B privately held bank headquartered in Durant, Okla., to launch its Personified platform to their digital banking customers. The partnership moved First United to the front of the line to receive Finotta’s......
Lument Named A Top Three Optigo Small Balance Loan Lender By Freddie Mac
Lending News

Lument Named A Top Three Optigo Small Balance Loan Lender By Freddie Mac

Fintech News Desk
by Fintech News Desk0
Lument was recently named a 2021 Top Optigo lender by Freddie Mac for its Small Balance Loan (SBL) program. Lument’s SBL team placed third on Freddie Mac’s rankings for the year with 225 closed transactions totaling $605.3 million, covering 8,000 units in 34 different states. This is the first appearance for Lument’s......
TaxBit Invests in Government To Accelerate Mainstream Crypto Adoption
Cryptocurrency Investment Services News

TaxBit Invests in Government To Accelerate Mainstream Crypto Adoption

Fintech News Desk
by Fintech News Desk0
Hires Government Tech, Tax, and Compliance Experts, Nathan Jones, Miles Fuller, and Christi Muoneke to Evangelize Crypto Tax and Accounting Innovation TaxBit, the leading tax and accounting software provider for the tokenized economy, announced its new government office, bringing on Nathan Jones, SVP and GMof Worldwide Public Sector Sales and......
BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities
Fintech News

BNY Mellon’s Pershing Teams Up With Pacific Life To Provide Rias With Streamlined Access To The Carrier’s Fee-only Annuities

Fintech News Desk
by Fintech News Desk0
Pacific Life announced a new collaboration with BNY Mellon’s Pershing to make its fee-only annuities available to registered investment advisors (RIAs) and their fee-only advisors while providing a streamlined portfolio-management experience. Products included are Pacific Advisory Variable Annuity, Pacific Odyssey, Pacific Index Advisory, and Pacific Harbor—all designed to help RIAs meet a variety......
Aquanow Significantly Expands Leadership Team With Seven Strategic New Hires
Cryptocurrency News

Aquanow Significantly Expands Leadership Team With Seven Strategic New Hires

Fintech News Desk
by Fintech News Desk0
Digital asset infrastructure provider taps seasoned fintech, capital markets and DeFi experts to head up key functional areas and drive global growth and innovation Aquanow, a leading crypto-native infrastructure and liquidity provider that enables institutional and enterprise use-cases for digital assets, announced the expansion of its leadership team with seven......
GoCardless Joins Tech Unicorns As It Secures Usd312 Million To Accelerate Growth In Open Banking
Banking Digital News

GoCardless Joins Tech Unicorns As It Secures Usd312 Million To Accelerate Growth In Open Banking

Fintech News Desk
by Fintech News Desk0
New investment by Permira’s Growth Opportunities fund and BlackRock Private Equity Partners values GoCardless at USD2.1 billion  Investment follows a fast start in open banking and will be used to double down on account-to-account payments and build a global ‘bank pay’ network to rival cards Michael Rouse, former Chief Commercial......
Carson Group Tops $20 Billion In Assets
Fintech News

Carson Group Tops $20 Billion In Assets

Fintech News Desk
by Fintech News Desk0
Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Carson Group, one of the fastest-growing financial services firms in the country, begins the new year by hitting a major milestone as it surpasses $20 billion in assets under management.......
Piper Sandler Completes Acquisition of Best-in-Class Macro Research Firm Cornerstone Macro
Banking News

Piper Sandler Completes Acquisition of Best-in-Class Macro Research Firm Cornerstone Macro

Fintech News Desk
by Fintech News Desk0
Piper Sandler Companies, a leading investment bank, announced that it has completed the acquisition of Cornerstone Macro. Cornerstone Macro’s senior research analysts connect macro insights from around the world to deliver a comprehensive overview of important global trends. Cornerstone Macro will continue providing its world-class research as Piper Sandler &......
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