Search Results for: Financial Advisor

Sinch Report Reveals Consumers Want Better Ways to Get Real-Time Financial Services and Connect With Their Bank
Banking News

Sinch Report Reveals Consumers Want Better Ways to Get Real-Time Financial Services and Connect With Their Bank

Fintech News Desk
by Fintech News Desk0
One in three under 40 switch banks to get a better mobile experience as customers want more personalized two-way interaction Consumers want far more personalized mobile banking experiences that make it easy for them to get real time 1:1 support anywhere, says a survey of almost 3,000 consumers, commissioned by Sinch (Sinch......
Populus Financial Group and ACE Cash Express Respond to Baseless Litigation Filed by the Consumer Financial Protection Bureau
Finance News

Populus Financial Group and ACE Cash Express Respond to Baseless Litigation Filed by the Consumer Financial Protection Bureau

Fintech News Desk
by Fintech News Desk0
ACE vehemently disagrees with the CFPB’s claims of deception, unfairness and abuse. Over 140,000 ACE customers have availed themselves of ACE’s payment plan option since 2013, which clearly indicates borrowers were aware of this option. The CFPB claim regarding alleged improper withdrawals only relates to approximately 0.028% of ACE’s loan......
Illuminate Financial Secures Strategic Investment from Citi
Finance Investment Services News

Illuminate Financial Secures Strategic Investment from Citi

Fintech News Desk
by Fintech News Desk0
Illuminate Financial, the thesis-driven venture capital investor dedicated to early-stage FinTech and enterprise software companies, today announced a strategic relationship with Citi. Citi joins existing investors Jefferies, J.P. Morgan, Deutsche Börse Group and S&P Global as a limited partner in Illuminate Financial’s venture capital strategy. Latest Fintech News: Aduro Advisors......
Investment Banking Professional Sophea Chau Joins Griffin Financial Group
Banking Investment Services News

Investment Banking Professional Sophea Chau Joins Griffin Financial Group

Fintech News Desk
by Fintech News Desk0
Griffin and its Affiliated Companies Establish Foothold in Boston Griffin Financial Group, a lower middle-market investment bank, announced that Sophea Chau joined the firm as Senior Managing Director, and that the firm will establish a Boston office. Latest Fintech News: Aduro Advisors Announces Acquisition of VMS Fund Administration, Solidifying Its Position as a Leading......
The Richards Group Expands Financial Protection Offerings With Pendella Partnership
Finance News Security

The Richards Group Expands Financial Protection Offerings With Pendella Partnership

Fintech News Desk
by Fintech News Desk0
Pendella Technologies, a fast-growing technology company on a mission to take the bias out of life insurance, and financial services firm The Richards Group (TRG) announced a strategic partnership that will expand the availability of life and disability insurance to thousands of individuals in the Northeast. Latest Fintech News: Passport Parking......
Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience
Investment Services News

Virginia Credit Union Moves Investment Program to Ameriprise Financial to Offer an Enhanced, Digitally-Enabled Client Experience

Fintech News Desk
by Fintech News Desk0
With the new arrangement, five financial advisors with $335 million in combined assets will have access to Ameriprise’s financial planning and investment capabilities Virginia Credit Union (VACU), which serves more than 300,000 members out of 20 locations across Virginia, has moved its investment program to Ameriprise Financial from CUNA Brokerage Services.......
Carrier to Offer Cooling-as-a-Service for the FNB Financial Center
Finance News

Carrier to Offer Cooling-as-a-Service for the FNB Financial Center

Fintech News Desk
by Fintech News Desk0
Carrier solution will enable a high-efficiency HVAC system, reliable and resilient long-term operations and productive cost performance backed by Carrier expertise Carrier Global Corporation the leading global provider of healthy, safe, sustainable and intelligent building and cold chain solutions, has entered into an agreement with Office Partners XXIII Block G1 LLC......
BAI Opens Nominations for the 2022 Global Innovation Awards Honoring Financial Leaders and Organizations Making a Significant Impact on Financial Services
Finance News

BAI Opens Nominations for the 2022 Global Innovation Awards Honoring Financial Leaders and Organizations Making a Significant Impact on Financial Services

Fintech News Desk
by Fintech News Desk0
BAI, a nonprofit independent organization that delivers the financial services industry’s most actionable insights, is celebrating innovative achievements in the financial services industry with the annual BAI Global Innovation Awards. The awards honor the global leaders and organizations who pursue bold solutions for leveraging customer insights; implementing new powerful technologies; or......
NewAge, Inc. Announces Departure of Chief Financial Officer and Appointment of Principal Financial Officer
Finance News

NewAge, Inc. Announces Departure of Chief Financial Officer and Appointment of Principal Financial Officer

Fintech News Desk
by Fintech News Desk0
NewAge, Inc. announced that Kevin Manion, Chief Financial Officer, departed the Company as of July 1, 2022. Lawrence Perkins, who along with his firm SierraConstellation Partners LLC have been engaged to provide Chief Restructuring Officer (CRO) and other services to the Company, will assume the role of the Company’s principal financial......
WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC
InsurTech News

WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation announced it sold the business of BMT Insurance Advisors (BMTIA), an independent insurance brokerage and risk management consulting firm throughout the United States that builds custom insurance solutions for consumers and businesses, to Patriot Growth Insurance Services, LLC (Patriot). The deal includes an offer of continuing employment......
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