Search Results for: Financial Advisor

National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions
Finance News

National Western Life and Achaean Financial Holdings Establish Premier Alliance with Plans to Introduce a New Product for Income Solutions

Fintech News Desk
by Fintech News Desk0
National Western Life Insurance Company (National Western Life), a wholly owned subsidiary of National Western Life Group, Inc. (Nasdaq: NWLI), entered a strategic alliance with Achaean Financial Holdings (Achaean), an intellectual property and product development company, to launch a new and innovative single premium immediate annuity to the financial marketplace. Latest......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
Voya Financial Announces Definitive Agreement with Allianz Global Investors
Finance News Uncategorized

Voya Financial Announces Definitive Agreement with Allianz Global Investors

Fintech News Desk
by Fintech News Desk0
As previously announced, Voya to integrate specified Allianz Global Investors’ U.S. teams and associated assets under management into Voya Investment Management; companies establish long-term strategic distribution partnership that will increase scale and reach of Voya Investment Management outside of the U.S. Combination expected to provide immediate, 6% – 8% cash......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
How OPay partnered with MasterCard International Financial Institutions Boost Fintech in Emerging Markets
Finance News

How OPay partnered with MasterCard International Financial Institutions Boost Fintech in Emerging Markets

Fintech News Desk
by Fintech News Desk0
More and more international financial institutions are participating in the development of Fintech in emerging markets. MasterCard recently established a strategic partnership with OPay, a Fintech unicorn in emerging markets. Latest Fintech News: J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business On May 19,......
J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business
Banking News

J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Private Bank announced that six seasoned advisors who collectively oversaw more than $2 billion in client assets in their prior positions have joined the firm in New York. The Private Bank’s New York region has seen extensive growth over the past five years and has doubled its business in terms of assets......
Neeraj Karhade Joins ACA Group as Chief Financial Officer
Finance News

Neeraj Karhade Joins ACA Group as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
ACA Group (ACA), the leading governance, risk, and compliance (GRC) advisor in financial services, announced today that Neeraj Karhade has joined the firm as Chief Financial Officer. Latest Fintech News: Financial Services Companies Early Adopters of Idomoo’s Advanced Interactive Video Technology Neeraj joins ACA with over 20 years of experience......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
by Fintech News Desk0
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
SecZetta Featured in Aite-Novarica Group Inaugural Risk Insights and Advisory Fintech Spotlight
Fintech News

SecZetta Featured in Aite-Novarica Group Inaugural Risk Insights and Advisory Fintech Spotlight

Fintech News Desk
by Fintech News Desk0
SecZetta, the leading provider of third-party identity risk solutions, is pleased to share it is featured in a new financial services technology spotlight report by the Aite-Novarica Group, an advisory firm providing mission-critical insights on technology, regulations, markets, and operations to banks, payments providers, insurers, and securities firms. The first of a new......
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