Search Results for: Financial Advisor

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
Envestnet Announces Acquisition of Redi2 Technologies, Creating the Industry Leading Revenue & Billing Management Platform
Finance News

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

Fintech News Desk
Envestnet Aligns Business Under Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech Envestnet announced organizational changes to accelerate the growth of the Envestnet financial wellness ecosystem by streamlining its business into three business lines: Envestnet Solutions, Envestnet Data and Analytics, and Envestnet WealthTech. The new structure is designed to......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022
DeFi News

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022

Fintech News Desk
Khelp Financial (“Khelp”), a registered investment advisor in the digital asset sector, is pleased to announce the hiring of two new employees. Latest Fintech News: DP World and CDPQ Announce US$5 billion Investment in Strategic Assets in the UAE First, Steve Goeke is joining the firm as Chief Operating Officer. Mr. Goeke has......
Frontera Announces Chief Financial Officer (CFO) Transition And Changes To Committee Membership
Finance News

Frontera Announces Chief Financial Officer (CFO) Transition And Changes To Committee Membership

Fintech News Desk
Current Frontera Board Member René Burgos Díaz Appointed As Frontera’s New CFO Alejandro Piñeros Leaving Frontera Effective June 3, 2022  Frontera Energy Corporation  announced that Mr. René Burgos Díaz, who was until today a director of the Company, has been appointed the Chief Financial Officer of the Company effective June 3, 2022. He......
TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot
Fintech News

TIFIN Announces The Launch of Magnifi+ To Stream Investing Insights From Top Financial Professionals After Successful Pilot

Fintech News Desk
The launch includes industry veterans Gary Kaminsky and Susan Krakower joining Magnifi + as Chairman and Chief Creative Officer respectively TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of investor experiences, today announced the launch of their Magnifi+ platform. Magnifi + features investment intelligence from leading financial pros through......
Simpl appoints Vice President of Product for accelerating its Growth and Expansion Plans
Digital Payments Finance News

Global Payments Announces Appointment of Josh J. Whipple as Chief Financial Officer

Fintech News Desk
Current Chief Financial Officer, Paul M. Todd, will retire at the end of June Global Payments Inc. announced the appointment of Josh J. Whipple, currently Senior Executive Vice President and Chief Strategy and Enterprise Risk Officer, as its new Chief Financial Officer, effective July 1, 2022. Paul M. Todd, currently Senior......
CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel
Finance News

CommunityAmerica CUSO One and Copper Financial Welcome Amy Rush as General Counsel

Fintech News Desk
CommunityAmerica CUSO One, LLC and Copper Financial announced that Amy Rush has joined the organization as General Counsel. Latest Fintech News: Tech Data Launches B2B eCommerce Platform PEER CONNEXIONS “Copper Financial has experienced immense growth in working with credit unions and helping members on the path to financial peace of mind,” said Mike......
eMoney Advisor Announces New Partnership with the BLX Internship Program
Digital Payments News

eMoney Advisor Announces New Partnership with the BLX Internship Program

Fintech News Desk
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced its new partnership with the BLX Internship Program, a 501c (3) organization that strives to provide an entry point to the financial planning profession for Black and Latinx individuals and increase diversity......
Lightbits Labs Appoints Global FinTech Innovator to Advisory Board
Finance News

Lightbits Labs Appoints Global FinTech Innovator to Advisory Board

Fintech News Desk
Dr. Yoav Intrator adds strategic leadership with extensive experience in financial services, HighTech, SaaS, and cloud technology sectors Lightbits the first software-defined and NVMe data platform for any cloud, today announced that its board of directors has named world-renowned technology innovator and visionary Dr. Yoav Intrator to its advisory board. Latest......
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