Search Results for: Financial Advisor

Brad Scott Joins Copper Financial as National Sales Manager
Finance News

Brad Scott Joins Copper Financial as National Sales Manager

Fintech News Desk
by Fintech News Desk0
Copper Financial (“CuFi”) announced that Brad Scott has been welcomed to the organization as National Sales Manager. Scott will work with Copper Financial’s wealth advisors to help them better serve credit union members while helping the wealth advisors to develop and grow professionally. Latest Fintech News: Star Cluster Launches Intuitive, Comprehensive......
NRI Deploys Second OCI Dedicated Region to Run Key Financial Services on a Highly Available, Secure Cloud Platform
Finance News

NRI Deploys Second OCI Dedicated Region to Run Key Financial Services on a Highly Available, Secure Cloud Platform

Fintech News Desk
by Fintech News Desk0
Leading consulting and IT solutions provider expands its distributed cloud strategy to run its popular financial SaaS applications Oracle announced that Nomura Research Institute (NRI) has implemented a second OCI Dedicated Region at its Osaka data center, following the successful adoption at its Tokyo data center. Running on Oracle Cloud Infrastructure (OCI), NRI built a service platform and disaster recovery......
Three New Members Appointed to the Boards of Regions Financial Corp. and Regions Bank
Finance News

Three New Members Appointed to the Boards of Regions Financial Corp. and Regions Bank

Fintech News Desk
by Fintech News Desk0
Mark Crosswhite, Noopur Davis and Tom Hill assume new leadership roles effective July 1. Regions Financial Corp. on Tuesday announced three new members have been appointed to the boards of Regions Financial Corp. and its subsidiary, Regions Bank: Mark Crosswhite, Noopur Davis and J. Thomas (Tom) Hill. With the addition......
Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services
News Security

Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services

Fintech Analyst
by Fintech Analyst0
Entreda’s All-In-One Monitoring and Protection Program To Enhance Network Security For Texas-Based RIA Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Houston, Texas-based Saxon Financial Group, which oversees $440 million in client assets, has elected Entreda to provide their 18......
Sue Barenbrug Joins Resurances LLC as Special Insurance Advisor
InsurTech News

Sue Barenbrug Joins Resurances LLC as Special Insurance Advisor

Fintech News Desk
by Fintech News Desk0
Sue Barenbrug will advise Resurances on maximizing the use and benefits of platform and data solutions for insurance clients Sue background includes over 30 years within the London and International insurance industry in catastrophe modelling and also in product management, post-merger integration management, and other insurance analytical functions. Through the......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
by Fintech News Desk0
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
HashCash Offers Crypto Exchange Software to a Brazilian Financial Powerhouse
Cryptocurrency News

HashCash Offers Crypto Exchange Software to a Brazilian Financial Powerhouse

Fintech News Desk
by Fintech News Desk0
The US-based blockchain specialist offered its white label crypto exchange solution to a major financial services institution venturing into crypto trading services in Brazil. HashCash Consultants makes its foray into the rapidly growing Latam crypto community, starting off with a strategic partnership with a prominent financial services provider in Brazil. The......
Narmi Raises $35M in Funding to Accelerate Digital Transformation of America’s Financial Institutions
Finance Fintech Funding News

Narmi Raises $35Million in Funding to Accelerate Digital Transformation of America’s Financial Institutions

Fintech News Desk
by Fintech News Desk0
Narmi transforms the nation’s financial institutions and customers include Berkshire Bank, LendingClub, Twinstar Credit Union, First Internet Bank, University Credit Union, Freedom Credit Union, and many others. Narmi, a leading provider of open digital banking technologies, announced $35M in Series B funding co-led by Greycroft and existing investors NEA and......
Peoples Hires Jessica Brown as Chief Financial Officer
Finance News

Peoples Hires Jessica Brown as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Peoples State Bank announced that Jessica Brown, CPA, has joined the Peoples team as Senior Vice President and Chief Financial Officer (CFO). Brown is responsible for managing the capital funding and profitability of the bank with high-quality financial reporting to investors and bank regulators. Latest Fintech News: Flexa to Acquire Drop......
Northern Edge Advisors Announces Strategic Rebrand
Fintech Investment Services News

Northern Edge Advisors Announces Strategic Rebrand

Fintech News Desk
by Fintech News Desk0
The investment bank, formerly known as BCMS Advisors, reaffirms its leadership and commitment to serving North American businesses in the middle market Northern Edge Advisors, the boutique investment bank focused on providing best-in-class financial advisory services to privately-owned businesses, has announced that it has completed a full transition from its......
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