Search Results for: Financial Advisor

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
VizyPay Named Best Place to Work in Financial Technology
Finance News

VizyPay Named Best Place to Work in Financial Technology

Fintech News Desk
by Fintech News Desk0
Payments processing company ranks for innovative company culture, flourishing employee engagement and investment in talent development VizyPay, an award-winning leader in payment processing for small businesses across rural America, has been named one of the 2022 Best Places to Work in Financial Technology by American Banker. The awards program was created in 2017......
Darryl Demos Elected to the Board of Directors of Bankwell Financial Group, Inc. and Bankwell Bank
Finance News

Darryl Demos Elected to the Board of Directors of Bankwell Financial Group, Inc. and Bankwell Bank

Fintech News Desk
by Fintech News Desk0
Bankwell Financial Group, Inc.’s (the “Company”, the holding company for Bankwell Bank, the “Bank”) shareholders elected Darryl Demos to serve as a Director of the Company and the Bank. Latest Fintech News: Optty and Payoneer Collaborate to Make Buy Now Pay Later Available to its Vast Merchant Base Around the Globe......
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Finance News

Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients

Fintech News Desk
by Fintech News Desk0
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach. Cloud Capital is re-imagining wealth management by bringing planning and investment tools from Bloomberg’s Top Rated......
LGBTQ+ Community Falling Behind on Financial Security
Finance News

LGBTQ+ Community Falling Behind on Financial Security

Fintech News Desk
by Fintech News Desk0
New study: Only half of LGBTQ+ individuals report feeling confident in their ability to save for retirement LGBTQ+ Americans are less likely to be on track to meet their financial goals, have the capacity to absorb unexpected expenses, or feel confident in their ability to save for retirement compared to......
Compliance.ai Continues to Expand Its World Class Expert-in-the-Loop Advisory Team with Subject Matter Experts from Across the Industry
Compliance management News

Compliance.ai Continues to Expand Its World Class Expert-in-the-Loop Advisory Team with Subject Matter Experts from Across the Industry

Fintech News Desk
by Fintech News Desk0
The leading regulatory change management (RCM) platform welcomes a new wave of advisors to its team, bolstering its in-depth knowledge base of regulatory challenges, risks and trends Compliance.ai, the leading provider of regulatory change management (RCM) solutions for the banking, financial services and insurance (BFSI) industries, welcomes five members to......
ONEIL Selects Wright-Patt Credit Union as New Financial Institution
Finance News

ONEIL Selects Wright-Patt Credit Union as New Financial Institution

Fintech News Desk
by Fintech News Desk0
New partnership creates savings, aligns employee-focused cultures ONEIL & Associates (ONEIL), has selected Wright-Patt Credit Union (WPCU) as its new financial institution. The new partnership creates important savings for ONEIL, aligns employee-focused cultures and fortifies a business relationship that benefits the Dayton community. ONEIL began working with WPCU in mid-February and will use......
Cornerstone Resource Network Provides New Talent Platform for Financial Industry Experts
Banking Finance News

Cornerstone Resource Network Provides New Talent Platform for Financial Industry Experts

Fintech News Desk
by Fintech News Desk0
Cornerstone Advisors announced the launch of Cornerstone Resource Network, a platform providing independent financial services leaders and subject matter experts with opportunities to participate in Cornerstone’s established work to transform and modernize the financial services industry. “We know there are many senior-level banking professionals and independent consultants who have spent......
SRM Releases Report on BNPL Services and Why It Matters for Financial Institutions
Finance News

SRM Releases Report on BNPL Services and Why It Matters for Financial Institutions

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions, manufacturing, retail, and other industries across the U.S. and Europe, released its most recent report, “Buy Now, Pay Later: What’s Old is New Again in Payment Choices.” “While the BNPL models are still being shaped, consumers have demonstrated a......
iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
Fintech News

iCapital to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions

Fintech News Desk
by Fintech News Desk0
Combination creates a comprehensive global advisor marketplace for alternatives access, education, and servicing iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets,2 the award-winning3 fintech company offering a digital platform designed to help financial advisors understand and manage......
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