Search Results for: Financial Advisor

Charles River Associates Expands Its Financial Markets Practice
Finance News

Charles River Associates Expands Its Financial Markets Practice

Fintech News Desk
by Fintech News Desk0
Charles River Associates, a worldwide leader in providing economic, financial and management consulting services, announced that Ozgur B. Kan has joined CRA’s Financial Markets Practice as a vice president in the Company’s New York office. “As a recognized expert who has provided written and oral testimony and expert advice in numerous......
Heffernan Financial Services Acquires Osland Financial Group
Fintech News

Heffernan Financial Services Acquires Osland Financial Group

Fintech News Desk
by Fintech News Desk0
Heffernan Financial Services entered the state of Arizona with the acquisition of Osland Financial Group, located in Scottsdale. Michael Osland, and his team of four employees, joined Heffernan Financial Services effective November 1, 2022. The Osland office is Heffernan Insurance Brokers’ second office in Arizona and 19th office in the United States. Michael Osland has 35 years of experience in......
Ryan Financial Group Joins Commonwealth to Scale Its Business
Business Finance News

Ryan Financial Group Joins Commonwealth to Scale Its Business

Fintech News Desk
by Fintech News Desk0
Third-generation firm will leverage resources to expand its offerings and client base Commonwealth Financial Network, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces the addition of Ryan Financial Group from Hibbing and White Bear Lake, Minnesota, to its network of financial advisors. Formerly with......
BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting
Finance News

BetaNXT Partners with Envision Financial Systems for Mutual Fund Investor Subaccounting

Fintech News Desk
by Fintech News Desk0
Enables turnkey accounting services for broker-dealers and TAMPs BetaNXT, the next wave in wealth management technology and outsourcing solutions, has partnered with Envision Financial Systems, a leading provider of real-time investor recordkeeping solutions, to deliver an integrated brokerage and mutual fund subaccounting solution. Under the terms of the agreement, BetaNXT......
Finxact and KPMG Announce Alliance for Innovative Delivery of Banking & Advisory Services to Drive Banking Core Modernization
Banking News

Finxact and KPMG Announce Alliance for Innovative Delivery of Banking & Advisory Services to Drive Banking Core Modernization

Fintech News Desk
by Fintech News Desk0
Finxact, a Fiserv company and a leading provider of the next generation core banking platform for the U.S. regional and super-regional banking sector, announced its alliance with KPMG.  As part of the strategic relationship, KPMG will advise and help digitally transform clients on the Finxact platform. “Universal Banks, transaction-focused banks,......
AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem
B2B InsurTech News

AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem

Fintech News Desk
by Fintech News Desk0
AdvizorPro releases insurance producer dataset, the latest addition to AdvizorPro’s rapidly growing financial services intelligence platform AdvizorPro, a leading provider of B2B contact and company data intelligence, is excited to announce the release of its insurance producer dataset. The launch of the insurance offering provides customers a single unified platform to......
Carrington Mortgage Services Enters into Settlement with the Consumer Financial Protection Bureau
Consumer protection laws Mortgage News

Carrington Mortgage Services Enters into Settlement with the Consumer Financial Protection Bureau

Fintech News Desk
by Fintech News Desk0
Carrington Mortgage Services is proud to have helped more than 134,000 consumers obtain relief during the COVID pandemic and, despite its business decision to settle, maintains that the CFPB’s position ignored key facts and the law Carrington Mortgage Services, LLC (Carrington) agreed to settle with the Consumer Financial Protection Bureau......
Fiat Ventures Launches $25 Million Fund to Invest in the Future of Financial Access and Inclusion
Fintech News

Fiat Ventures Launches $25 Million Fund to Invest in the Future of Financial Access and Inclusion

Fintech News Desk
by Fintech News Desk0
Led by a team of diverse managers, Fiat Ventures aims to invest in financial technology companies that help drive economic mobility and growth Fiat Ventures, the leading emerging venture fund investing in products, services and technologies focused on financial democratization, announced the launch of the firm’s first venture capital fund......
Velocity Credit Union and TopLine Financial Credit Union Choose Ignite Sales to Drive Growth
Banking Finance News

Velocity Credit Union and TopLine Financial Credit Union Choose Ignite Sales to Drive Growth

Fintech News Desk
by Fintech News Desk0
With over 20 new clients signing in 2022, Ignite Sales Continues to Deliver Value to Credit Union Members and Bank Customers Nationwide Ignite Sales, Inc., the leader in retail banking customer and member engagement technology,  announced two new credit union customers: Velocity Credit Union in Austin, Texas; and TopLine Financial......
Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show
Finance News

Capital One and Fidelity Distinguish Themselves Among Financial Services, as Disappointment With Credit Unions Continues, ACSI Data Show

Fintech News Desk
by Fintech News Desk0
Americans’ frustration with credit unions persists. “Credit unions continue a long, slow decline in member satisfaction that is now in its fifth consecutive year” According to the American Customer Satisfaction Index (ACSI) Finance Study 2021-2022 – which provides customer satisfaction benchmarks for banks, credit unions, financial advisors, and online investment – satisfaction......
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