Search Results for: Financial Advisor

New Research by Kroll Finds Over Two-Thirds of Global Executives and Risk Professionals Will Turn to Technology to Counter the Expected Increase in Financial Crime Risks
News Risk Management

New Research by Kroll Finds Over Two-Thirds to Counter the Expected Increase in Financial Crime Risks

Business Wire
by Business Wire0
 Increasing pressure on compliance teams reinforce the need for adoption of technologies that can drive greater efficiencies in risk management, anti-money laundering (AML), sanctions and anti-bribery and corruption programs. Kroll, the leading independent provider of global risk and financial advisory solutions, released its 2023 Fraud and Financial Crime Report which found......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Fintech News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates

PR Newswire
by PR Newswire0
 MaxMyInterest (“Max”), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max’s solution......
BTIG Investment Banking Adds Jay Magee to Financial Institutions Group
Finance Investment Services News

BTIG Investment Banking Adds Jay Magee to Financial Institutions Group

Business Wire
by Business Wire0
BTIG announced that Jay Magee has joined the firm as a Managing Director within Investment Banking’s Financial Institutions Group. Mr. Magee will support the firm’s efforts to deliver a complete set of advisory and capital solutions to BTIG’s corporate, institutional and financial sponsor clients globally. “The financial services and housing sectors......
Bullet Blockchain Retains TraDigital IR as Strategic Investor Relations and Digital Communications Advisor
Blockchain News

Bullet Blockchain Retains TraDigital IR as Strategic Investor Relations and Digital Communications Advisor

GlobeNewswire
by GlobeNewswire0
Bullet Blockchain, Inc., an emerging software development and SaaS company, specializing in blockchain technologies and Web 3.0, including the owner and licensor of Bitcoin ATM Patents, announced that BULT has appointed TraDigital IR as its strategic digital communications and investor relations advisor. TraDigital will lead Bullet Blockchain’s financial communications, digital marketing,......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Sigma Strengthens Product Leadership to Drive Next Generation Financial Crime Risk Management
News Risk Management

Sigma Strengthens Product Leadership to Drive Next Generation Financial Crime Risk Management

PR Newswire
by PR Newswire0
Karim Rajwani joins as Sigma’s Chief Product Officer to accelerate product roadmap and vision after a career in senior financial crime risk management roles at the world’s leading institutions Sigma Ratings, the AI-driven financial risk screening and monitoring platform with best-in-class entity resolution for compliant commercial relationships, announced that Karim Rajwani will join......
Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience
Compliance management Fintech News

Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience

PR Newswire
by PR Newswire0
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a wealth management firm offering a......
Schwab Foundation Supports New ASU Financial Access and Research Lab
Finance News

Schwab Foundation Supports New ASU Financial Access and Research Lab

PR Newswire
by PR Newswire0
Schwab Advisor Services in partnership with the Charles Schwab Foundation is providing generous support in the launch of a new ASU W. P. Carey School of Business finance lab. The Charles Schwab Foundation Financial Access and Research (FAR) Lab will contribute to the W. P. Carey community through increased financial......
Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets
Blockchain Digital Asset Management News

Cannon Financial Institute Launches On-Demand Course on Blockchain and Digital Assets

PR Newswire
by PR Newswire0
The new course educates financial professionals about the digital landscape and helps them better serve their clients/expand their offerings Cannon Financial Institute (‘Cannon’), a leading professional development firm helping financial professionals gain advanced skillsets; announced its new course, designed to educate financial advisors about blockchain and digital assets. To meet......
Growth-Minded Foundations Financial Partners Chooses Commonwealth
Finance News

Growth-Minded Foundations Financial Partners Chooses Commonwealth

Business Wire
by Business Wire0
Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Foundations Financial Partners of Doylestown, Pennsylvania, to its network of......
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