Search Results for: Financial Advisor

Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival
Finance News

Onyx Advisor Network and Advisor Circle Launch #RiseTogether Campaign and Partnership at Future Proof Festival

Fintech News Desk
by Fintech News Desk0
Throughout Black History Month and Women’s History Month, Future Proof’s Changing Faces of Wealth initiative bridges the diversity and equity gap in financial services experienced by underrepresented groups . The Onyx Advisor Network (Onyx), a comprehensive entrepreneurial support platform for minority-led financial advisory firms, and Advisor Circle, a product and......
Kueski, one of the largest buy now, pay later (BNPL) and online consumer lenders in Latin America, announced the appointment of Krishna Venkatraman
Fintech News

Latin American BNPL and Online Consumer Lender Kueski Appoints Chief Data Officer, Expands Board of Advisors

Fintech News Desk
by Fintech News Desk0
Nubank’s former chief data scientist and Mission Lane executive Krishna Venkatraman joins Kueski to amplify data-first capabilities Increased data focus will allow Kueski to expand financial access and inclusion in Mexico Former Airbnb Chief Design Officer Alex Schleifer joins Kueski’s Board of Advisors Appointments come on the heels of Kueski’s $202M......
FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities
Fintech News

FSI and Broadridge Release Study Highlighting Independent Advisor Growth Opportunities

Fintech News Desk
by Fintech News Desk0
83% of advisors say better technology tools would improve client acquisition Broadridge Financial Solutions, Inc., a global Fintech leader, and the Financial Services Institute (FSI) released a joint study of over 400 U.S. financial advisors that sheds light on growth opportunities within the wealth management industry. Specifically, the study demonstrates the......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
CTH Group and Atlas Technology Appoint Maggie Sun As Chief Financial Officer In Global Hiring Blitz
Blockchain News

CTH Group and Atlas Technology Appoint Maggie Sun As Chief Financial Officer In Global Hiring Blitz

Fintech News Desk
by Fintech News Desk0
CTH Group, a leading company in the blockchain and digital asset ecosystem, and its sister company, Atlas Technology Management Pte. Ltd (Atlas), one of the world’s largest companies in application specific computing, announced the appointment of Maggie Sun as Chief Financial Officer for both entities. Latest Fintech Insights: Paysafe Completes Acquisition of......
AssetMark Closes on the Acquisition of Voyant
Finance News

AssetMark Launches Digital Prospecting Capability for Advisors

Fintech News Desk
by Fintech News Desk0
AssetMark WealthBuilder Prospecting provides a streamlined and customized experience for managing and converting leads AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the launch of WealthBuilder Prospecting, a new tool designed to streamline prospecting for financial advisors and provide them with insights to drive......
Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice
Finance News

Lincoln Financial Network’s New Partnership Launches to Support Financial Professionals of Color and Broaden Access to Financial Advice

Fintech News Desk
by Fintech News Desk0
Lincoln Financial Network’s African American Financial Professionals Network Partners with CHIP Professionals, a Leading Digital Platform, to Match Consumers with Financial Professionals Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced the partnership of its African American Financial Professionals Network (AAFPN) with Changing How Individuals......
Alerus Financial Corporation Names New CFO and Chief Accounting Officer
Finance News

Alerus Financial Corporation Names New CFO and Chief Accounting Officer

Fintech News Desk
by Fintech News Desk0
Alan Villalon to join Alerus as Chief Financial Officer; Jerrod Hanson promoted to Chief Accounting Officer Alerus Financial Corporation announced that Alan “Al” Villalon has been named Chief Financial Officer and Executive Vice President of the Company. Mr. Villalon replaces Katie Lorenson, who transitioned to President and Chief Executive Officer......
TAG Financial Institutions Group Announces The Promotion Of Katherine Derrenberger, The Hiring Of Rachel Wender, And The Appointment Of Raymond Neff
Finance News

TAG Financial Institutions Group Announces The Promotion Of Katherine Derrenberger, The Hiring Of Rachel Wender, And The Appointment Of Raymond Neff

Fintech News Desk
by Fintech News Desk0
In a series of moves to support its growth initiatives, TAG Financial Institutions Group, LLC promoted Katherine Derrenberger to Director, hired Rachel Wender as Managing Director and appointed Ray Neff to its advisory board of its newly formed subsidiary, TAG Capital Solutions Group, LLC. Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In......
A Thriving Financial Services M & A Market: Dechert's 2021 Highlights
Finance News

A Thriving Financial Services M & A Market: Dechert’s 2021 Highlights

Fintech News Desk
by Fintech News Desk0
Global markets saw significant growth in 2021, much of which came as the financial services industry experienced substantial consolidation and diversification. With available capital at all-time highs, interest rates remaining low and the need for diversification on the rise, financial services deal activity appears unrelenting. Latest Fintech Insights: Lyft And Getupside......
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