Search Results for: Financial Advisor

Simplicity Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners
Business Finance News

Simplicity Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group, one of the nation’s leading financial products distribution businesses, announced the acquisition of San Rafael, CA-based Optima Financial & Insurance Services. The financial services firm, with a focus on Life and Annuity products, is the 33rd company to join Simplicity. With the successful closing of this transaction, Simplicity welcomes......
The Automation of Treasury Management Software Solutions Is a Priority in Corporate Financial Operations
Finance Fintech News

The Automation of Treasury Management Software Solutions Is a Priority in Corporate Financial Operations

Fintech News Desk
by Fintech News Desk0
In new research, Mercator Advisory Group reports how treasury automation has accelerated during the pandemic as CFOs seek more strategic results Automating treasury operations has been a steady goal in corporate finance since at least the mid-2000s. The increasing technology capabilities of the past several years, along with the pandemic,......
Questrade Financial Group Offers a New, Better Way to Mortgage With Launch of QuestMortgage
Mortgage News

Questrade Financial Group Offers a New, Better Way to Mortgage With Launch of QuestMortgage

Fintech News Desk
by Fintech News Desk0
New offering transforms mortgage experience with an easy, online application and BetterRate mortgages In its continued and evolving mission to help Canadians on their journey to financial independence by transforming financial services, Questrade Financial Group announced the launch of QuestMortgage — a quick, easy-to-use, online mortgage service designed for those looking......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
by Fintech News Desk0
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform
Finance News

Advisor Group Welcomes Sergio Kindler With $190 Million In Assets To Its Platform

Fintech News Desk
by Fintech News Desk0
New York-Based Independent Financial Advisor Affiliates with Advisor Group Through Royal Alliance Associates from LPL Financial Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment to its network of Sergio Kindler, an independent financial advisor with $190 million in total client assets, from LPL Financial. Mr.......
VersaBank Appoints Financial Crime Prevention Expert and Advocate Veteran Garry Clement
Banking News

VersaBank Appoints Financial Crime Prevention Expert and Advocate Veteran Garry Clement

Fintech News Desk
by Fintech News Desk0
VersaBank announced it has appointed financial crime prevention expert and advocate, Garry W. G. Clement, to the position of Chief Anti-Money Laundering Officer (“CAMLO”). Mr. Clement is an internationally recognized expert in the areas of money laundering, white-collar crime, organized crime and detection of suspicious activity, including cyber-crime. He brings to VersaBank more......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
Robins Financial Credit Union Announces Agreement to Acquire Persons Banking Company
Banking News

Robins Financial Credit Union Announces Agreement to Acquire Persons Banking Company

Fintech News Desk
by Fintech News Desk0
Robins Financial Credit Union announced its execution of a definitive agreement to acquire Persons Banking Company, a state-chartered bank headquartered in Forsyth, Georgia. Robins Financial was established in 1954 and has experienced sustained growth and stability over the years, making it a pillar in the Middle Georgia community. As the......
Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services
Finance Fintech News

Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services

Fintech News Desk
by Fintech News Desk0
Future Proof’s Changing Faces of Wealth initiative amplifies the voices of underrepresented creators, entrepreneurs, and financial professionals -Advisor Circle, a product and content studio for the financial services industry, continues its celebration of Future Proof Festival’s Changing Faces of Wealth initiative by unveiling its next set of dynamic speakers committed to leveling the......
Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
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