Search Results for: Financial Advisor

Sherlonda Goode-jones, Partner And Public Sector Financial Services Practice Leader At Guidehouse, Named 2022 Global Leader In Consulting
Finance News

Sherlonda Goode-jones, Partner And Public Sector Financial Services Practice Leader At Guidehouse, Named 2022 Global Leader In Consulting

Fintech News Desk
25-year industry veteran’s award recognizes excellence in client service for building trust, forging innovation Sherlonda Goode-Jones, partner in the Public Sector Financial Services practice at Guidehouse, a leading global provider of consulting services to public sector and commercial clients, has been named one of Consulting Magazine’s 2022 Global Leaders in Consulting.......
Quontic Bank Creates 10 Member Advisory Board to Support Community Development Efforts
Banking News

Quontic Bank Creates 10 Member Advisory Board To Support Community Development Efforts

Fintech News Desk
Experienced housing and economic development executives to guide Quontic’s outreach to foster Black and Hispanic homeownership. Quontic Bank Holdings Corp., the parent company of Quontic Bank, announced that it has appointed 10 members to a newly created Black and Hispanic Community Development Advisory Board. The advisory board will allow Quontic......
Adtalem Global Education Announces Definitive Agreement to Divest Financial Services Segment
Finance Investment Services News

Adtalem Global Education Announces Definitive Agreement to Divest Financial Services Segment

Fintech News Desk
Wendel Group and Colibri Group consortium to purchase segment for $1 billion Adtalem Global Education, a leading provider of professional talent to the healthcare industry, announced it has entered into a definitive agreement to sell its Financial Services segment, which includes ACAMS (Association of Certified Anti-Money Laundering Specialists), Becker Professional......
Gen-Z's Financial Problem Solver
DeFi News

Gen-Z’s Financial Problem Solver

Fintech News Desk
20-year-old CEO Raises 2.3M to help his generation gain financial freedom After witnessing the difficult circumstances of his peers, The Rand Project was born out of the passion of 20-year-old CEO and founder, Pol Martin. He knew that he needed to create a DeFi platform where Gen Z can thrive, while simultaneously......
GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group
Finance News

GCG Advisory Partners Welcomes Nicholas St. George with St. George Wealth Group

Fintech News Desk
GCG Wealth Management, an independent, regional financial services firm that manages total client assets under management of more than $1.5 billion, has announced its new relationship with Nick St. George, formerly from Raymond James. Nick has joined GCG Wealth Management, GCG Advisory Partners platform “GCGAP” continuing St. George Wealth Group. Latest Fintech Insights: GBank Financial......
Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice
Finance News

Envestnet | Moneyguide, FP Alpha Integration Empowers Advisors to Offer More Personalized Advice

Fintech News Desk
FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial planning innovation, announced a powerful integration which will allow advisors to take their goal-based planning for clients one step further by highlighting additional planning recommendations increasing their overall value proposition. Latest Fintech Insights: Leading......
Business Advisory Firm Embark Celebrates Another Triple Digit Year of Growth
Fintech News

Business Advisory Firm Embark Celebrates Another Triple Digit Year of Growth

Fintech News Desk
Embark achieved 114% growth, surpassing triple digits for the fourth time in the last five years while expanding into new markets and practice lines across America Embark is thrilled to announce another triple-digit year of revenue, 114%, for the fourth time in the last five years. With over $47 million in revenue......
TAG Financial Institutions Group Announces Formation of TAG Capital Solutions Group
Finance Investments News

TAG Financial Institutions Group Announces Formation of TAG Capital Solutions Group

Fintech News Desk
TAG Financial Institutions Group, LLC (“TAG Financial”), a leading investment banking firm in the Financial and Business Services sectors, announced the formation of TAG Capital Solutions Group, LLC (“TCS”). Latest Fintech Insights: Nexbloc and Arcade Network Partner to Bring Blockchain Domains to Gaming in the Metaverse As a newly formed subsidiary......
Data Vault Holdings Expands Expertise In Artificial Intelligence, Machine Learning, and Big Data; Appoints Tony Evans of C3 AI To Advisory Board
Artificial Intelligence Big Data Machine Learning News

Data Vault Holdings Expands Expertise In Artificial Intelligence, Machine Learning, and Big Data; Appoints Tony Evans of C3 AI To Advisory Board

Fintech News Desk
Data Vault Holdings Inc., the emerging leader in metaverse data visualization, valuation, and monetization announced the appointment of Tony Evans, General Manager of Financial Services for C3 AI , to its advisory board, fortifying Data Vault Holding’s expertise in artificial intelligence, machine learning, fintech, e-commerce and security. A preeminent expert......
The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community
Digital Asset Management Finance News

The Kelley Group Seeks ‘Wholesaler’ Study Participants to Gauge Effect of Pandemic on Financial Services’ Asset Management Community

Fintech News Desk
The 12-Week Study Aims to Identify the Most Effective Sales Strategies for B-to-B Communication in a Virtual Hybrid Environment The Kelley Group, a leading provider of training and coaching to the financial services industry, is calling for participants from the asset management community to take part in a study on......
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