Search Results for: Financial Advisor

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners
Finance News

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”) announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement with LifePro marks......
Players Health Launches Breakthrough Sports Insurance Product on Socotra’s Modern Policy Core Platform
Compliance management Consumer protection laws Credit Bureaus Featured

Latest Advisory to Protect Privacy When Companies Compile Personal Data

Fintech Staff Writer
by Fintech Staff Writer0
Advisory affirms that “permissible purposes” are required to use and share personal data linked with credit reports and background reports Today, the Consumer Financial Protection Bureau (CFPB) issued a legal interpretation to ensure that companies that use and share credit reports and background reports have a permissible purpose under the......
WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution
Banking News

WeLab Bank Launches GoWealth and Becomes Asia’s 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Fintech News Desk
by Fintech News Desk0
WeLab Bank the virtual bank dedicated to curating intelligent banking experience, announced that it had become Asia’s 1st purely-digital bank independent of traditional banking groups in major Asian markets to launch digital wealth advisory solution1 as its GoWealth Digital Wealth Advisory (GoWealth) rolled out to market today. Over the two-month trial period, the innovative solution......
Assetplus Introduces Two New Financial Products, Several Others in the Pipeline
InsurTech News

Assetplus Introduces Two New Financial Products, Several Others in the Pipeline

Fintech News Desk
by Fintech News Desk0
After NPS and Corporate FDs, Unique Digital Dashboard to offer Insurance, Bonds and more Chennai-based fin-tech company AssetPlus is revolutionizing the field of Mutual Fund Distribution through a comprehensive, fully digital platform. While most MF operations across the country tend to be manual and cumbersome, AssetPlus, which delivers the best......
AAG Names Financial Services Industry Veterans to Key Roles Expanding Leadership Bench
Finance News

AAG Names Financial Services Industry Veterans to Key Roles Expanding Leadership Bench

Fintech News Desk
by Fintech News Desk0
American Advisors Group (AAG), a national leader in home equity solutions, announced the expansion of their leadership bench with three key vice president level hires in field sales, operations and human resources. These appointments are the latest in a series of high-profile leadership acquisitions as part of AAG’s 2022 corporate......
CBIS Names International Financial Services Executive as Director
Investment Services News

CBIS Names International Financial Services Executive as Director

Fintech News Desk
by Fintech News Desk0
Roberto Herencia Brings New Perspective to Catholic Investment Manager’s Board Christian Brothers Investment Services, Inc. (“CBIS”), a leading Catholic, socially responsible investment management firm and registered investment advisor to Catholic investors around the world, announced the appointment of Roberto Herencia to its board of directors. Latest Fintech News: NICE Actimize Recognized as a......
Fieldpoint Private Names Gina Omolon as Chief Financial Officer
Finance News

Fieldpoint Private Names Gina Omolon as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Mazars Veteran Brings Top-Tier Experience to Executive Team Fieldpoint Private, the fast-growing private banking firm serving entrepreneurs, families, businesses and institutions, announced the appointment of Gina Omolon, CPA, as Chief Financial Officer, succeeding Ian McMahon, who will be retiring in October after almost ten years with Fieldpoint. Omolon joins Fieldpoint......
Brite Payments Shakes Up Subscriptions
Finance News

MCO launches Know Your Risk (KYR) to Provide Financial Services Firms with Comprehensive Compliance Governance and Oversight

Fintech News Desk
by Fintech News Desk0
New offering allows firms to develop a complete view of compliance risk and assurance over time Global conduct risk and compliance technology provider MCO announced today the launch of its new Governance and Oversight suite, Know Your Risk (KYR). KYR is a modular solution that enables firms to set regulatory......
Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI; Opens Fifth Office in Under Three Years
Investments News

Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI Opens Fifth Office in Under Three Years

Fintech News Desk
by Fintech News Desk0
Pallas Capital Advisors, LLC (“Pallas Capital”), a leading independent financial planning and investment advisory firm, is pleased to announce the opening of its fifth office in Newport, Rhode Island. Latest Fintech News: Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools The firm spent 2021......
The Strawhecker Group Expands Global Payments Expertise with Pan-European Fintech & Payments Advisory Network
Fintech News

The Strawhecker Group Expands Global Payments Expertise with Pan-European Fintech & Payments Advisory Network

Fintech News Desk
by Fintech News Desk0
This strategic alliance combines global footprint and industry analytics to provide the payments industry with best-in-class solutions The Strawhecker Group (TSG), a globally recognized analytics, intelligence, and consulting firm in the payments industry, has today formed a strategic alliance with Pan-European Fintech & Payments Advisory Network (TFPA), a network of senior......
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