Search Results for: Financial Advisor

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
Fintech News

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Fintech News Desk
by Fintech News Desk0
Morgan Stanley Wealth Management announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. The updates are part of the E*TRADE integration as Morgan Stanley seeks to......
Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds
Digital Finance News

Retirement Plan Digital Experience Suffers as More Americans Struggle Financially, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
Bank of America and Charles Schwab Rank Highest in a Tie in Digital Participant Satisfaction While economists are still divided on whether the United States is in a recession, retirement investors have a clearer sentiment: their financial health is deteriorating, they are concerned about their investments and, when they turn......
Kevin Farley joins Post Advisory Group as portfolio manager to support growing CLO and structured credit platform
Investment Services News

Kevin Farley Joins Post Advisory Group As Portfolio Manager To Support Growing CLO And Structured Credit Platform

Fintech News Desk
by Fintech News Desk0
Post Advisory Group, the $15.6 billion AUM global high yield, senior loan and structured credit specialist investment team of Principal Global Investors, announced Kevin Farley has joined the firm as a portfolio manager for its CLO and structured credit platform. The addition of Farley to the team will further support the......
Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule
Fintech News

Hearsay Helps Financial Services Professionals Ensure Compliance with SEC Modernized Marketing Rule

Fintech News Desk
by Fintech News Desk0
Offering enables compliant use of testimonials and endorsements to drive business growth Hearsay Systems, the trusted global leader in digital client engagement for the financial services industry, announced that it is expanding its compliance capabilities to help financial professionals make the most of testimonials and endorsements. The new functionality, which......
Prodege Names Jeff Carberry as Chief Financial Officer Joe Picciano Appointed Chief Operating Officer
Fintech News

Prodege Names Jeff Carberry as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Joe Picciano Appointed Chief Operating Officer Prodege, a cutting-edge consumer and insights platform, announced that Jeff Carberry has joined the Company as Chief Financial Officer, effective . Joe Picciano, Senior Vice President of Business and Finance Operations, who had been serving as Interim Chief Financial Officer, will transition into the......
Dragonfly Financial Technologies Launches as a Market Leader in Digital Business Banking Solutions
Banking Fintech News

Dragonfly Financial Technologies Launches as a Market Leader in Digital Business Banking Solutions

Fintech News Desk
by Fintech News Desk0
Large base of commercial bank customers in 11 countries with $6 trillion in combined assets to benefit from laser-like focus on API strategy, innovation and customer success Dragonfly Financial Technologies Corp., a digital banking and treasury management fintech, announced its official launch as an independent company following the completion of One Equity......
InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients
Finance News

InvestCloud Rolls Out 80 New Features for NaviPlan by InvestCloud, Further Positioning the Solution as North America’s Top Financial Planning Software for Wealth Clients

Fintech News Desk
by Fintech News Desk0
NaviPlan by InvestCloud enhancements provide increased financial planning coverage across the wealth spectrum – addressing the most complex needs of HNW individuals with added user journeys and AI-driven personalization InvestCloud, the global leader in digital transformation for the financial industry, announces 80 new features to its digital planning tool NaviPlan,......
LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
by Fintech News Desk0
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
CI Financial Partners With CGI to Implement Advanced Transfer Agency Solution and Operations
Finance News

CI Financial Partners With CGI to Implement Advanced Transfer Agency Solution and Operations

Fintech News Desk
by Fintech News Desk0
Strategic partnership to accelerate CI’s digital transformation CGI and CI Financial Corp. have entered into a long-term strategic partnership under which CGI will transform CI’s investment fund transfer agency operations into an industry-leading platform with enhanced capabilities. “Latest Fintech News: Moove Signs MoU with MUFG and Suzuki to Promote Financial Inclusion for......
Latham Adds Leading Financial Institutions Regulation Partner in New York
Finance News

Latham Adds Leading Financial Institutions Regulation Partner in New York

Fintech News Desk
by Fintech News Desk0
Arthur Long brings significant experience advising on complex bank regulatory compliance matters and regulatory aspects of transactions. Latham & Watkins LLP is pleased to announce that Arthur Long has joined the firm’s New York office as a partner in the Corporate Department, and as a member of the Capital Markets & Public Company Representation Practices and......
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