Search Results for: Financial Advisor

Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth
Banking Finance News

Delivering Comprehensive Financial Services to the Innovation Economy, SVB Financial Group Rebrands to Reflect Growth

Fintech News Desk
by Fintech News Desk0
“SVB” to represent the company’s full offering: Silicon Valley Bank, SVB Capital, SVB Private, and SVB Securities SVB Financial Group (SVB), the financial partner of the innovation economy, announced a rebrand of its four primary businesses — Silicon Valley Bank, SVB Capital, SVB Private and SVB Securities — under the......
Calabrese Consulting Acquires Albeck Financial Services
Finance Fintech News

Calabrese Consulting Acquires Albeck Financial Services

Fintech News Desk
by Fintech News Desk0
Two Industry-Leading, Women Owned Businesses Combine to Create a Full-Service Accounting and Advisory Firm Calabrese Consulting, an international Special Purpose Acquisition Company (SPAC) advisory firm, announced that it has acquired Albeck Financial Services, a Houston-based provider of SEC financial reporting and advisory services for small- and mid-cap public companies. Terms......
Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution
Finance News

Commonwealth Financial Network Selects Xtiva for Enterprise-wide SPM Technology Solution

Fintech News Desk
by Fintech News Desk0
Rollout will occur over the next year as Commonwealth continues to enhance the tools used to support its more than 2,000 affiliated advisors Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network, a national firm dedicated to......
New Boutique nCino Consulting Firm Helps Financial Institutions Accelerate their Digital Journeys
Digital Fintech News

New Boutique nCino Consulting Firm Helps Financial Institutions Accelerate their Digital Journeys

Fintech News Desk
by Fintech News Desk0
Lucro, a boutique nCino consulting firm, has opened its doors for business. Founded by Josh Rodriguez and Kyle Huntzberry, Lucro focuses on helping Financial Institutions unlock the full potential of nCino and the broader Salesforce platform. After working for nCino and different consulting firms in the industry, the two co-founders came to realize......
Capgemini positioned as a Leader by Everest Group for Platforms IT Services in Banking and Financial Services
Cloud News

Capgemini positioned as a Leader by Everest Group for Platforms IT Services in Banking and Financial Services

Fintech News Desk
by Fintech News Desk0
Capgemini announced that it has been positioned as a Leader in the Everest Group PEAK Matrix for Platform IT Services in Banking and Financial Service Provider 2022 assessment. Capgemini was recognized as a Leader among 18 leading platform IT service providers for continuously enhancing the partnership ecosystem and co-innovating with......
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities
Digital Fintech News

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Fintech News Desk
by Fintech News Desk0
Report reveals insights on making the most of technology to acquire and service clients Franklin Templeton and AdvisorEngine announced the release of a new study, “Fintech for RIAs: Elevating Client Experience,” which found that the majority of RIA clients expect to have digital technology in place for making investment decisions with......
Coalition of Canada’s Credit Unions Forms Exclusive Partnership With Collabria Financial
Fintech News

Coalition of Canada’s Credit Unions Forms Exclusive Partnership With Collabria Financial

Fintech News Desk
by Fintech News Desk0
Five-year agreement cements Collabria’s position as exclusive credit card supplier Central 1 and Collabria Financial announced that the National Credit Card Program (NCCP), a coalition of more than 180 credit unions across Canada, has signed an exclusive five-year agreement with Collabria Financial, cementing Collabria as their credit card supplier of choice. More than......
TransUnion Completes Acquisition of Verisk Financial Services
Fintech News

TransUnion Completes Acquisition of Verisk Financial Services

Fintech News Desk
by Fintech News Desk0
Together, Verisk Financial and TransUnion create a “full wallet view” of consumer spend and produce actionable new insights into consumer behavior for participating customers TransUnion announced that it has completed the acquisition of Verisk Financial Services, the financial services business unit of Verisk, for $515 million. Leading financial institutions, payment......
Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions
Investment Services News

Fidelity Expands Its Model Portfolio Lineup to Help Advisors Meet Client Demand for Tailored Investment Management Solutions

Fintech News Desk
by Fintech News Desk0
New Lineup Includes Fidelity Target Allocation Tax-Aware Model Portfolios, Model Portfolios with Separately Managed Account (SMA) & Tax-Aware Model Portfolios with SMA Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, expanded its model portfolio suite by announcing the......
QPRC Launches Digital IP Advisors Focused on Emerging Digital IP Asset Class
Digital Asset Management News Property

QPRC Launches Digital IP Advisors Focused on Emerging Digital IP Asset Class

Fintech News Desk
by Fintech News Desk0
Quest’s digital advisory service established in response to exponential growth of NFT and other digital assets, creating unprecedented demand for solutions to complex IP issues in nascent environment Quest Patent Research Corporation an intellectual property asset management company, announced the launch of Digital IP Advisors Inc., an intellectual property advisory......
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