Search Results for: Financial Advisor

SoftServe Appoints Rishi Chohan as Executive Vice President of Banking, Financial Services, Insurance, and Retail for North America
Banking News

SoftServe Appoints Rishi Chohan as Executive Vice President of Banking, Financial Services, Insurance, and Retail for North America

Fintech News Desk
by Fintech News Desk0
Chohan brings to SoftServe over two decades of experience across startups, product firms, and consulting SoftServe, a leading digital authority and consulting company, announced that Rishi Chohan has joined the company as Executive Vice President of Banking, Financial Services, Insurance, and Retail CPG for North America. Under his leadership, SoftServe......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
First Financial Bank Selects RiskExec SaaS Platform for Fair Lending Compliance
Banking Finance News

First Financial Bank Selects RiskExec SaaS Platform for Fair Lending Compliance

Fintech News Desk
by Fintech News Desk0
RiskExec, Inc. (“RiskExec”) a subsidiary of Asurity Technologies, LLC (“Asurity”), announced its software has been selected by Abilene, TX based First Financial Bank to assist in automating HMDA, CRA, Fair Lending processes. Latest Fintech News: Paytm Broadens Offline Payments Distribution, Partners with Samsung Stores to Deploy Smart PoS Devices and Offers Paytm Postpaid......
Financial Well-Being Is the Key to Strengthening the Employer-Employee Connection
Fintech Primers Guest Posts Insights Mobile Banking

Financial Well-Being Is the Key to Strengthening the Employer-Employee Connection

Jeremy Beament
by Jeremy Beament0
The last two years have been anything but easy, prompting a whirlwind of changes in how and where people work. Technology became more imperative than ever by allowing the world to stay connected whether working on-site or at home. A KPMG report reveals that nearly all employers were eager to......
SAS named a Leader in IDC MarketScape for Responsible AI for Integrated Financial Crimes Platforms
Artificial Intelligence Machine Learning News

SAS named a Leader in IDC MarketScape for Responsible AI for Integrated Financial Crimes Platforms

Fintech News Desk
by Fintech News Desk0
New IDC MarketScape finds that, in the fight against fraud and financial crime, SAS’ end-to-end solutions help enterprises expertly balance between model accuracy and explainability  SAS was recently named as a Leader in the IDC MarketScape: Worldwide Responsible Artificial Intelligence for Integrated Financial Crime Management Platforms 2022 Vendor Assessment (doc #US47457622, July......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
by Fintech News Desk0
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
Carbon Collective Launches Sustainable Investing Financial Literacy Initiative
Finance Investment Services News

Carbon Collective Launches Sustainable Investing Financial Literacy Initiative

Fintech News Desk
by Fintech News Desk0
Carbon Collective’s Learn to Earn initiative democratizes access to investing by providing a $100 bonus for new brokerage, IRA or Roth IRA accounts Carbon Collective, a climate change-focused online investment advisor, announced the launch of its sustainable investing financial literacy initiative, Learn to Earn. “Climate chCarbon Collective, a climate change-focused......
Brighthouse Financial Expands Flagship Shield Level Annuity Suite With New Product That Provides Guaranteed Lifetime Income
Finance News

Brighthouse Financial Expands Flagship Shield Level Annuity Suite With New Product That Provides Guaranteed Lifetime Income

Fintech News Desk
by Fintech News Desk0
Shield Level Pay Plus annuities are built to help meet an important need in retirement planning – income that lasts for life Brighthouse Financial, Inc. announced the expansion of its flagship Brighthouse Shield Level Annuities suite with the launch of Brighthouse Shield Level Pay Plus Annuities, which are designed to help......
Falcon Capital Advisors Expands Leadership Team to Accelerate Growth
Fintech Mortgage News

Falcon Capital Advisors Expands Leadership Team to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
Falcon Capital Advisors, a leading business advisory firm that provides strategic advice, technical expertise and engagement execution to financial institutions and government agencies, announced that it has hired industry veteran Walter Allen as its Managing Director; Natisha Dawson as its new Director of Finance and promoted Ken Yoo to Chief Operating Officer. “We are pleased......
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