Search Results for: Financial Advisor

Oppenheimer & Co. Inc. Builds Out Digital Experience Platform For Financial Advisors And Clients Through New Strategic Alliance With InvestCloud
Banking Fintech News

Oppenheimer & Co. Inc. Welcomes New First-Year Investment Banking Analysts, Reflecting Firm’s Commitment To Cultivating Next Generation Talent

Fintech News Desk
by Fintech News Desk0
Investment Bank Analyst Program Launched Over 30 Years Ago to Onboard 12 Recent College Graduates Across New York, Boston, Baltimore and San Francisco Offices Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), announced the firm is welcoming its newest......
Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion
Fintech News

Oita Chuo Pacific Management Says Aveva to Acquire SoftBank-Backed OSIsoft for $5 Billion

Fintech News Desk
by Fintech News Desk0
Financial executives at wealth management advisory Oita Chuo Pacific Management have said that Aveva Group Plc has agreed to acquire SoftBank-backed US tech rival OSIsoft, in a deal worth $5 billion and one of the largest acquisitions a UK tech company has ever made. Read More: Fannie Mae Promotes Jeffery Hayward to......
Ledyard’s Kathy Underwood Receives Distinguished Leadership Award
Banking Fintech News

Ledyard’s Kathy Underwood Receives Distinguished Leadership Award

Fintech News Desk
by Fintech News Desk0
Ledyard National Bank is pleased to announce that Kathy Underwood, President and CEO, will be presented the Sandra J. Pattie Distinguished Leadership Award at Banking New England’s annual New England Women in Banking Conference. The award is presented to female role models who have made an exceptional mark on the......
Silicon Valley Bank Hires Sunita Patel as Head of Business Development, Technology and Healthcare
Business Fintech Investment Services News

Silicon Valley Bank Hires Sunita Patel as Head of Business Development, Technology and Healthcare

Fintech News Desk
by Fintech News Desk0
SVB Capital Builds Life Science & Healthcare Investment Team Led by Jennifer Friel Goldstein Silicon Valley Bank (SVB), the bank of the world’s most innovative companies and their investors, announced the appointment of Sunita Patel as Head of Business Development for its Technology and Healthcare practice. Sunita will succeed Jennifer Friel Goldstein, who......
Deloitte CFO Signals™ Survey: CFOs Cite Risks of New Virus Waves and Growing Skepticism About the Pace of Recovery
Fintech News

Deloitte CFO Signals™ Survey: CFOs Cite Risks of New Virus Waves and Growing Skepticism About the Pace of Recovery

Fintech News Desk
by Fintech News Desk0
Key takeaways (PRNewsfoto/Deloitte) (PRNewsfoto/Deloitte) CFOs express concerns over new virus waves, more shutdowns, and the pandemic triggering a longer-term recession. Eighty-four percent of CFOs now say equity markets are overvalued — the second-highest level in survey history. Just 2% say markets are undervalued. On average, CFOs expect to achieve 74%......
Blockchain Cryptocurrency Fintech News

DCG Enters into Bitcoin Mining with Newest Subsidiary: Foundry

Fintech News Desk
by Fintech News Desk0
 The new company will provide capital and advisory services to empower the digital asset mining ecosystem DCG commits to $100 million investment in Foundry through 2021 Digital Currency Group (DCG), a global enterprise that builds, buys, and invests in blockchain companies, today announced a new wholly-owned subsidiary: Foundry. Quietly formed in 2019,......
News

LemonadeLXP Wins a 2020 Brandon Hall Group Excellence Award

Fintech News Desk
by Fintech News Desk0
LemonadeLXP, the all-in-one learning experience platform for financial institutions, proudly celebrates its win of a Brandon Hall Group Excellence Award in the spring 2020 program. LemonadeLXP was named the winner of a bronze award in the Best Use of Games and Simulations for Learning category. Read More: GlobalFintechSeries Interview with Anand Kumar Bajaj, MD &......
News

FICO Appoints New EVPs for Sales and Corporate Strategy

Fintech News Desk
by Fintech News Desk0
Stephanie Covert will lead Sales and Marketing; Tab Bowers will lead Corporate Strategy HIGHLIGHTS: Stephanie Covert named executive vice president, Sales and Marketing, effective October 1 Tab Bowers named executive vice president, Corporate Strategy Covert replaces Wayne Huyard who is transitioning to a new part-time advisory position at FICO Read More: GlobalFintechSeries Interview......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Investment Services News

Lincoln Investment Selects Riskalyze to Offer Firm-Wide Access to Technology

Fintech News Desk
by Fintech News Desk0
Riskalyze will help more than one thousand Lincoln advisors stay efficient and compliant with Regulation Best Interest Riskalyze today announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access......
Fintech Investment Services News

Envestnet | Tamarac Named ‘Best-In-Class’ Vendor by Aite Group

Fintech News Desk
by Fintech News Desk0
Tamarac is the Only Vendor to Achieve a ‘Best-In-Class’ Rating for its Portfolio Management & Reporting Platform in Latest Aite Matrix Report Envestnet, Inc. announces that Envestnet | Tamarac (Tamarac) has been named a “Best-In-Class” portfolio management and reporting system vendor in Aite Group’s most recent industry impact report, published in August 2020.......
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