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Eaglebrook Advisors Announces Strategic Digital Asset Education Partnership with DACFP

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors, a leading digital asset investment technology platform for independent financial advisors, announced today it is partnering with the Digital Assets Council of Financial Professionals to launch a series of educational videos for financial advisors on digital asset fundamentals. DACFP is the premier crypto education company established by Ric Edelman, founder of the nation’s......
AMBA and MOCA Financial Launch The Patriot Card
Digital Payments Digital Wallet News

AMBA and MOCA Financial Launch The Patriot Card

Fintech News Desk
by Fintech News Desk0
Card provides our Nation’s Veterans a Safe, Flexible, and Reliable Way to Receive Government Benefits The Association of Military Banks of America (AMBA), the nation’s only military bank trade association, in partnership with MOCA Financial, the leader in advanced digital accounts and payment processing, launched The Patriot Card, a state-of-the-art......
Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm
Finance News

Lincoln Financial Network Welcomes Financial Professionals Scott LoPresti and Dean DiPierro to the Firm

Fintech News Desk
by Fintech News Desk0
Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
QNB Bank Welcomes Jeffrey Lehocky as Executive VP, Chief Financial Officer
Banking News

QNB Bank Welcomes Jeffrey Lehocky as Executive VP, Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Jeffrey Lehocky was appointed Executive Vice President and Chief Financial Officer at QNB Bank. In his role, Mr. Lehocky is responsible for the planning, oversight, and management of all accounting, financial, and treasury operations in a manner consistent with the strategic vision and goals of QNB Bank. Previously, he served......
BILL to Acquire Finmark, a Financial Planning and Analysis Software Company
Finance News

BILL to Acquire Finmark, a Financial Planning and Analysis Software Company

Fintech News Desk
by Fintech News Desk0
Innovative budgeting and forecasting solution makes financial planning simple for SMBs BILL, a leader in financial automation software for small and midsize businesses (SMBs), announced it has signed a definitive agreement to acquire Finmark, a leading financial planning software provider that simplifies financial planning and cash flow insights for SMBs.......
$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner
Finance News

$650 Million Channel Wealth Selects tru Independence as Advisory Growth Partner

Fintech News Desk
by Fintech News Desk0
tru Independence continues to attract growth minded advisors who see the value in the tenants of the tru partnership: growth services, human capital and innovative technology tru Independence, a $9 billion national independent advisory growth platform, announced the latest advisor partner to join — Channel Wealth. The firm is headquartered......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
Private Advisor Group Introduces WealthSuite Investment Platform for Advisors
Investments News

Private Advisor Group Introduces WealthSuite Investment Platform for Advisors

Fintech News Desk
by Fintech News Desk0
Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced WealthSuite, a new investment management platform. Exclusive to its network of over 750 financial advisors, the platform aims to drive efficiency for advisors and an improved investor experience. The competitively priced, multi-custodian......
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
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