Search Results for: Financial Advisor

3Pillar Global Expands Client Base into BFSI
Banking Digital Finance News

3Pillar Global Expands Client Base into Banking, Financial Services, and Insurance

Fintech News Desk
by Fintech News Desk0
Award-winning digital product company launches new portfolio to serve companies in consumer banking, personal insurance, and beyond 3Pillar Global, a global developer of cutting-edge digital products and a leader in digital innovation strategy, announced the launch of a new portfolio in Banking, Financial Services, and Insurance (BFSI). Led by SVP Ken......
Informatica Launches Intelligent Data Management Cloud for Financial Services
Cloud Finance News

Informatica Launches Intelligent Data Management Cloud for Financial Services

Fintech News Desk
by Fintech News Desk0
Industry-Leading Customers RBC Wealth Management, Bank of Montreal and Freddie Mac Leverage IDMC for Financial Services Informatica, an enterprise cloud data management leader, announced the Intelligent Data Management Cloud (IDMC) for Financial Services, an end-to-end integrated data management cloud that enables the entire data lifecycle, including data discovery, ingestion, integration of data......
Change These Financial Behaviors to Get Out of Credit Card Debt
debt collection News

Change These Financial Behaviors to Get Out of Credit Card Debt

Fintech News Desk
by Fintech News Desk0
National nonprofit credit counseling agency Take Charge America provides insights into common habits that derail financial goals Most people know excessive credit card debt is bad for their financial lives. But few may be aware of how seemingly innocuous financial behaviors can lead to a life with perpetual debt. “Much......
Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities
Finance News

Sterling Mutuals Allies with CI Financial’s Snap Projections to Boost Financial Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Sterling Mutuals Inc., one of Canada’s largest independent financial services dealers, and Snap Projections Inc., a leader in financial planning software, announce a relationship that enhances the ability of Sterling’s advisors to support their clients with advanced financial planning services. “We are very pleased to partner with Sterling to deliver......
Crediclub Partners with L Catterton to Accelerate Growth and Expand Access to Financial Services in Mexico
Lending News

Crediclub Partners with L Catterton to Accelerate Growth and Expand Access to Financial Services in Mexico

Fintech News Desk
by Fintech News Desk0
Crediclub, one of Mexico’s fastest-growing lending platforms, announced that it has entered into a binding agreement to partner with L Catterton, the largest global consumer-focused private equity firm. Under the terms of the agreement, L Catterton Latin America will acquire a significant minority stake to support the company in its mission to provide all......
DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets
Digital Asset Management News

DACFP Announces Strategic Alliance with Fidelity Institutional to Educate Advisors on Digital Assets

Fintech News Desk
by Fintech News Desk0
Fidelity Institutional clients receive reduced tuition when enrolling in DACFP’s Certificate in Blockchain and Digital Assets course The Digital Assets Council of Financial Professionals has formed a strategic alliance with Fidelity Institutional to educate advisors and home office staff on digital assets. This knowledge will help them serve their clients’......
As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings
Digital Asset Management News

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings

Fintech News Desk
by Fintech News Desk0
Strategic Alliance with DACFP Provides Fidelity Institutional Clients with Preferred Rate on Certificate in Blockchain and Digital Assets Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors on digital assets, including......
Market Demand Increases for Financial Planning That Goes Beyond Just Money
Finance Fintech News

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Fintech News Desk
by Fintech News Desk0
Equitable announces unique partnership with Columbia University that teaches advisors to connect clients’ life goals and dreams to long-term financial planning Equitable, a leading financial services company and subsidiary of Equitable Holdings, has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific......
Integrity Partnership Expands Russek Financial Services' Medicare and Retirement Planning Offerings
InsurTech News

Integrity Partnership Expands Russek Financial Services’ Medicare and Retirement Planning Offerings

Fintech News Desk
by Fintech News Desk0
Experienced Northeastern agency with proven track record will use Integrity’s best-in-class resources and support to scale its growth and protect the health and wealth of more Americans Integrity Marketing Group, LLC, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, announced it......
L37 Ventures Launches Everest Financial to Provide 360° Entrepreneur, Company and Alternative Asset Solutions
Finance Fintech News

L37 Ventures Launches Everest Financial to Provide 360° Entrepreneur, Company and Alternative Asset Solutions

Fintech News Desk
by Fintech News Desk0
L37 Ventures launches alternative asset marketplace, wealth and advisory platform, Everest Financial, to guide and finance entrepreneurs, companies, and fund managers from idea through exit. “Software and data are revolutionising every industry, and they are inevitably changing how we support and finance entrepreneurs, companies, and alternative asset managers”, says John Tilney,......
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