Search Results for: Financial Advisor

SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
by Fintech News Desk0
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
Branch Partners with Over 500 Jimmy John's Locations to Deliver Cashless Tips, Fee-free Financial Services
Digital Payments News

Branch Partners with Over 500 Jimmy John’s Locations to Deliver Cashless Tips, Fee-free Financial Services

Fintech News Desk
by Fintech News Desk0
Franchises across the country turn to leading workforce payments platform to accelerate, streamline payments Branch, the leading workforce payments platform, announced it has partnered with over 500 Jimmy John’s locations to provide faster, streamlined payments of tips to their workers and other fee-free financial services at no cost to owners......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Fintech News

Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training

Fintech News Desk
by Fintech News Desk0
Cannon set to offer both in person and online training in collaboration with Broadridge Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary® (AIF®) instruction......
FinoFy Introduces New Investment Advisory Services; Adds Customization To Malaysia’s Investments
Fintech Investment Services News

FinoFy Introduces New Investment Advisory Services; Adds Customization To Malaysia’s Investments

Fintech News Desk
by Fintech News Desk0
FinoFy Technologies Pvt. Ltd., is a new age investment advisory platform, announced a sweeping global expansion of its operations in Malaysia to deliver customized investing intellect to investors. Latest Fintech Insights: AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries A comprehensive range of investment advisory solutions......
Eaglebrook Advisors Raises $20M in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures
Fintech Funding Investment Services News

Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures

Fintech News Desk
by Fintech News Desk0
Largest digital asset SMA platform secures venture investment to enhance technology and fuel strategic growth plans Eaglebrook Advisors, Inc., the largest digital asset separately managed account (“SMA”) platform, announced today the close of its $20 million Series A investment led by Castle Island Ventures and Brewer Lane Ventures. Additional investors in......
Financial Pressures Mount Amid Inflation for American Consumers
Finance News

Financial Pressures Mount Amid Inflation for American Consumers

Fintech News Desk
by Fintech News Desk0
NFCC and Wells Fargo survey military and civilian households for a look at the state of financial well-being across the nation. As inflation continues to drain resources from household budgets already stretched from the pandemic, many Americans are more worried about making ends meet compared to 12 months ago. A......
Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services
Finance News Risk Management

Mosaic Financial Advisers Brings On Andrew Bergoon To Join Risk Management Services

Fintech News Desk
by Fintech News Desk0
Experienced Risk Management Adviser to join Risk Management team of Wealth Management firm, Mosaic Financial Advisers. Mosaic Financial Advisers, founded by Adam Prewett, brings on Andrew Bergoon and grows their Risk Management team, with a focus on home, auto and umbrella insurance. Latest Fintech Insights: 2022 Signals “Regime Change” for Markets......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
Announcing Pallo.com, The First All-in-one Financial Platform For Freelancers
Finance Fintech News

Announcing Pallo.com, The First All-in-one Financial Platform For Freelancers

Fintech News Desk
by Fintech News Desk0
Through Pallo’s AI integrated app, it manages all business and personal finances, accounting, and taxes in one place. Its innovative solution helps alleviate financial management obstacles with its all-in-one SaaS financial platform for freelancers. COVID has expedited the transition to remote working as workers nationwide moved from traditional jobs to......
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