Search Results for: Financial Advisor

Bitcoin Association Appoints two new Asia Ambassadors to Advance Bitcoin SV
Blockchain Currency Exchange Fintech News

Bitcoin Association Appoints two new Asia Ambassadors to Advance Bitcoin SV

Fintech News Desk
by Fintech News Desk0
As interest and uptake in the Bitcoin SV digital currency and blockchain continues to expand, Bitcoin Association has appointed a pair of new Ambassadors based out of Asia – for Singapore and Malaysia – to accelerate more support for Bitcoin SV in one of its fastest-growing regions. Bitcoin Association is the global industry organization that works to advance business on......
InsurTech News

Tegra118’s RetireUp Adds Protective Life Insurance Company to Growing Roster of Insurance Carriers

Fintech News Desk
by Fintech News Desk0
Builds momentum in solving for retirement and lifetime income needs by continuing to add products from top-tier insurance carriers on its comprehensive platform Tegra118, a top provider of wealth and asset management technology solutions, announced that its recently acquired RetireUp business has added Protective® Income Builder indexed annuity from Protective Life......
AEGIS Selects expert.ai to Enhance Their Data Strategy with AI-based Natural Language Understanding
Fintech News

Fiduciary Trust International Rolls Out a Digital Vault, Enabling Clients to Securely and Efficiently Share Documents

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing. This innovation, implemented in partnership with cloud content management leader, Box, is Fiduciary Trust International’s latest digital solution to improve the wealth management experience. Read More: GlobalFintechSeries Interview......
Banking Blockchain Cryptocurrency Featured Fintech InsurTech

Do Regulations in Finance Need to Evolve Faster in Order to Keep Pace with Fintech?

Paroma Sen
by Paroma Sen0
At its core and over the last several years, fintech has successfully been utilized to assist companies and individual users in seamlessly managing their financial operations, the constant innovations and development of specialized software and algorithms that can be used easily via computers and personal smartphones has in turn simplified......
CEPRES Appoints Tony Chung as Chief Business Development Officer
Fintech Investment Services News

CEPRES Appoints Tony Chung as Chief Business Development Officer

Fintech News Desk
by Fintech News Desk0
CEPRES announced that its Board of Directors has appointed Tony Chung as Chief Business Development Officer. In this role, he will be responsible for all aspects of business development for CEPRES’ core products and for further expanding CEPRES’ market penetration as a fast growing and innovative Private Equity Fintech Company. Read......
RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime
Fintech Investment Services Mobile Banking News

RIA in a Box Launches Mobile App Giving RIAs Access to Compliance Tools Anywhere, Anytime

Fintech News Desk
by Fintech News Desk0
RIA in a Box, a leading provider of compliance, operations, and registration solutions for the wealth management industry, announced the launch of its new mobile application, designed to empower registered investment advisors (RIAs) to manage compliance planning and training in the palm of their hand. Advisors using the app will......
TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech Investment Services News

HTK Launches the Envestnet Insurance Exchange

Fintech News Desk
by Fintech News Desk0
HTK Financial Professionals can now Seamlessly Offer Annuities to Clients Through the HTK Advisory Series Powered by Envestnet Envestnet, announces that Hornor, Townsend & Kent, LLC (HTK), a broker-dealer and registered investment adviser (RIA), has launched the Envestnet Insurance Exchange, a platform delivering access to reputable insurance carriers and their annuity......
Appway's Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management
Fintech News

Appway’s Client Lifecycle Management Technology Solution Deployed by Assante Wealth Management

Fintech News Desk
by Fintech News Desk0
Digital Orchestration Streamlines Account Processes Appway, a leading global provider of business process automation software focused on client onboarding and client lifecycle management for financial institutions, announced that Assante Wealth Management has deployed its Client Lifecycle Management (CLM) solution to digitally orchestrate its client and account maintenance. A straight-through process seamlessly links Appway’s......
KPMG Launches "Elevate" to Help Companies Enhance Performance, Realize Savings and Build New Capabilities
Fintech News

As Companies Grapple With Marketplace Uncertainty, KPMG LLP Launches New Technology Tool That Improves Accuracy Of State Tax Payments

Fintech News Desk
by Fintech News Desk0
The KPMG Indirect Tax Analytics Platform Uses Cloud and Machine Learning to Simplify Tax Analysis and Maximize Liquidity Amid historic economic pressures as a result of COVID-19, KPMG LLP (KPMG), the U.S. audit, tax and advisory firm, has brought to market a cloud-based technology tool – the KPMG Indirect Tax Analytics......
Artificial Intelligence Fintech News

Amid COVID, Lenders Turn to SpaceQuant AI Tech to Get Real-Time Data on Commercial Real Estate Performance

Fintech News Desk
by Fintech News Desk0
The commercial real estate industry has been particularly impacted by the COVID-19 pandemic currently wreaking havoc on the U.S. economy. Tenants are seeking rent reductions or may have even stopped paying rent altogether, while borrowers are requesting loan modifications or forbearances. Meanwhile, lenders and investors are demanding prompt property and......
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