Search Results for: Financial Advisor

ISG to Publish Study on Digital Business Solutions, Services
Business Digital Economy News

ISG to Publish Study on Digital Business Solutions, Services

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens™ report comes as many businesses embrace new digital initiatives to better serve customers following the COVID-19 pandemic Information Services Group, a leading global technology research and advisory firm, has launched a research study examining providers of digital business solutions and services that enhance customer experience, improve business......
Nyca Partners Welcomes Matt Homer as Executive in Residence
Fintech News

Nyca Partners Welcomes Matt Homer as Executive in Residence

Fintech News Desk
by Fintech News Desk0
Experienced senior leader brings wealth of fintech experience from private and public sector Nyca Partners, a leading fintech venture capital firm, announced that Matt Homer joins as their first-ever Executive in Residence. In this role, Mr. Homer will bring his vast experience to further develop Nyca Partner’s crypto strategy and......
Futurist David Orban Joins Forces with Beyond Enterprizes
Blockchain Fintech InsurTech News

Futurist David Orban Joins Forces with Beyond Enterprizes

Fintech News Desk
by Fintech News Desk0
Beyond Enterprizes Welcomes David Orban Beyond Enterprizes, the internationally renowned blockchain advisory firm, partnered with over 60 Insurtech, FinTech, and DeFi projects worldwide, announces author, speaker, entrepreneur, and thought leader of global technology, David Orban will be joining the firm as Managing Advisor. An aficionado of blockchain technologies and Bitcoin......
Flinks
Fintech News

Cascades and Flinks Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Collaboration will provide financial services firms with best-in-class retirement income planning experience Cascades Financial Solutions Inc., a PureFacts company, and Flinks announced a strategic partnership to provide financial services firms with a best-in-class retirement income planning experience. The collaboration will see the integration of Cascades’ decumulation planning engine with Flinks’ financial......
Bunker Labs and JPMorgan Chase Commercial Banking Launch Mentorship Program for Military-Connected Executives
Banking Fintech News

Bunker Labs and JPMorgan Chase Commercial Banking Launch Mentorship Program for Military-Connected Executives

Fintech News Desk
by Fintech News Desk0
Seeking nominations for first cohort of CEOcircle program which provides networking, mentorship and master classes for growing, military-connected businesses Bunker Labs and JPMorgan Chase Commercial Banking announced that applications are open for the inaugural CEOcircle program for military-connected companies. “Veteran-owned companies play a significant role in our economy, making up......
Morgan Stanley Private Credit and Onex Falcon Complete Investment in CSS Corp
Investments News

Morgan Stanley Private Credit and Onex Falcon Complete Investment in CSS Corp

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Private Credit and Onex Falcon recently announced the completion of their investment in CSS Corp, a global customer experience and technology services provider. The investment includes both mezzanine financing and equity participation. Additionally, Morgan Stanley Private Credit and Onex Falcon will be involved with the company’s board of directors. “We welcome the......
Broadridge Names Keir Gumbs Chief Legal Officer
Fintech News

Broadridge Names Keir Gumbs Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc., a global Fintech leader, announced that Keir Gumbs has been appointed Chief Legal Officer, effective July 27, 2021. Gumbs will succeed Adam Amsterdam, who will be retiring after nearly 30 years of leading Broadridge’s Legal function. As part of a long-planned transition, Amsterdam will step into a Senior Advisor......
Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants
Fintech Investments News

Franklin Templeton Partners with vWise to Deliver Personalized Investment Solutions to Defined Contribution Participants

Fintech News Desk
by Fintech News Desk0
Franklin Templeton announced a strategic investment and collaboration with California-based vWise, Inc. to integrate technology, predictive analytics, behavioral finance insights and a personalized investment solution designed to improve retirement outcomes in Defined Contribution (DC) Plans. Franklin Templeton’s patent-pending proprietary Goals Optimization Engine (GOETM), combined with vWise’s Experience Platform, will use real-time......
JMP Group Announces Addition of Rahul Buxani to Investment Banking Division
Banking Fintech Investments News

JMP Group Announces Addition of Rahul Buxani to Investment Banking Division

Fintech News Desk
by Fintech News Desk0
Managing Director Joins JMP Securities With Focus on Financial Technology JMP Group LLC, an investment banking and alternative asset management firm, announced that Rahul Buxani has joined JMP Securities as a managing director in its investment banking group. Based in the firm’s New York office, Buxani will concentrate on the......
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