Search Results for: Financial Advisor

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience
Finance News

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

Fintech News Desk
by Fintech News Desk0
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience Lumiant, an advice and client engagement platform that empowers advisors to connect with clients and families around their lives, values and finances, announced a partnership with DMW Strategic Consulting that will support......
Financial Services is Entering the Metaverse, and AI is Leading the Charge
Artificial Intelligence Guest Posts

Financial Services is Entering the Metaverse, and AI is Leading the Charge

Dennis Gada
by Dennis Gada0
Financial Services (FS) institutions are no strangers to artificial intelligence. From virtual customer service to compliance automation and fraud detection, the FS industry is harnessing AI for both internal and customer-facing activities. But AI holds the potential for more in the future: It can also help lead the FI industry......
Nied Financial Seeks Enhanced Client Service With Grove Point Financial
Finance Investment Services News

Nied Financial Seeks Enhanced Client Service With Grove Point Financial

Fintech News Desk
by Fintech News Desk0
Rock Springs, WY firm brings $22 million AUM to Grove Point partnership Grove Point Financial, a boutique broker-dealer and investment advisory platform, announces the addition of Nied Financial, a Rock Springs, Wyoming-based firm overseeing $22 million in assets. “We are delighted to welcome Nied Financial and its clients into the......
Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry's Largest Executive Search Firms
Finance News

Angott Search Group Announces Alliance with Park Avenue Group to Form One of Financial Services Industry’s Largest Executive Search Firms

Fintech News Desk
by Fintech News Desk0
Angott Search Group (ASG) announced that it has entered into an operating alliance with Florida-based Park Avenue Group (PAG) to provide clients with increased executive recruiting capabilities, broader geographic reach, and added in-depth knowledge in the banking and credit union industries. The relationship combines ASG’s over 40-year tenure providing talent......
Avanse Financial Services Raised Primary Capital of ₹800 CR. From Kedaara Capital
Finance News

Avanse Financial Services Raised Primary Capital of ₹800 CR. From Kedaara Capital

Fintech News Desk
by Fintech News Desk0
Avanse Financial Services Ltd., India’s new age, technologically advanced, education-focused non-banking financial company (NBFC), announced that Kedaara Capital, a leading private equity firm, will infuse ₹800 Cr. in Avanse to fund its strong secular growth. The fund-raise will be deployed to expand its presence and outreach to a larger number......
Desjardins Selects Fiserv to Enhance Credit Card Program
Digital Payments News

Desjardins, Canada’s Largest Financial Cooperative, Selects Fiserv to Enhance Credit Card Program

Fintech News Desk
by Fintech News Desk0
Unified credit processing platform with robust APIs will create efficiencies and increase speed-to-market of new solutions Desjardins Group, the largest financial cooperative in North America, will transition its credit card processing to Fiserv, Inc., a leading global provider of payments and financial services technology solutions. By streamlining management of consumer card,......
B2B Investments News

Zoe Financial Announces Its New Innovative Wealth Platform

Fintech News Desk
by Fintech News Desk0
Zoe Financial is the platform where affluent clients find, hire, and grow their wealth with trusted financial advisors. Today, the company announced the public launch of the Zoe Wealth Platform. This innovative and powerful tool allows clients to open investment accounts instantly while working with a financial advisor. In addition, the platform......
LPL Financial Welcomes Fenton Wangler Financial
Finance News

LPL Financial Welcomes Fenton Wangler Financial

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Eric Fenton and Rodney Wangler have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with JFC Advisor Network. They reported having served approximately $300 million in advisory, brokerage and retirement plan assets*, and join LPL from Securities America, part of the Advisor......
Haven Technologies Partners with GraceKennedy Financial Group to Expand Access to Insurer's Creditor Life Products
InsurTech News

Haven Technologies Partners with GraceKennedy Financial Group to Expand Access to Insurer’s Creditor Life Products

Fintech News Desk
by Fintech News Desk0
Haven Technologies, the cloud-based quote-to-claim insurtech platform, is partnering with the GraceKennedy Financial Group (GKFG) to offer the insurer’s Creditor Life products on its core insurance platform. Specifically, the partnership between Haven Technologies and the GraceKennedy Financial Group will focus on supporting the rollout of the insurtech’s platform for three......
Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the "S" in ESG
Analytics Fintech News

Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the “S” in ESG

Fintech News Desk
by Fintech News Desk0
Global Fintech leader will employ Syndio’s analytics platform to better measure, achieve and prove meaningful and lasting equity in the workplace Syndio, the world’s leading workplace equity analytics platform, announced a new partnership with global Fintech leader, Broadridge Financial Solutions. The company is employing Syndio’s technology to better enable the critical......
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