Search Results for: Financial Advisor

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice
Fintech News

Seeking Guidance for the Future, Younger Generations are Turning to Social Media for Financial Advice

Fintech News Desk
NAPFA Consumer Survey finds Gen Z Americans and Millennials feel a lack of guidance when it comes to retirement planning Over one-third (34%) of Millennials and Generation Z Americans say that a lack of financial guidance is inhibiting to their ability to prepare for retirement, according to a survey released......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
Okcoin Announces $1M Commitment to Bring More Women into Crypto, Randi Zuckerberg as Inaugural Brand Advisory Council Member
Cryptocurrency News

Okcoin Announces $1M Commitment to Bring More Women into Crypto, Randi Zuckerberg as Inaugural Brand Advisory Council Member

Fintech News Desk
With a goal to reach 50% female customers by 2025, Okcoin’s $1M initiative and new council seeks to promote greater industry inclusivity Okcoin, one of the world’s fastest-growing cryptocurrency platforms, today announced that it is kicking off the next phase of its mission to make the crypto industry more inclusive......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Newcleus Names Steve McMaster Chief Financial Officer
Fintech News

Newcleus Names Steve McMaster Chief Financial Officer

Fintech News Desk
Newcleus, a company that designs, administers, and services creative compensation, benefit, investment, and finance strategies, announced that Steve McMaster joined the company as Chief Financial Officer. Latest Fintech Insights: Wirex to Give Away $1 Million Worth of Crypto for Christmas Campaign “We are extremely excited to welcome Steve to our team,” said Daniel Barbaree,......
Entrepreneur William Benson, Close Friend and Advisor to Billionaire Brock Pierce to Helm VirtualCons Division of Cryptocurrency and NFTs
Cryptocurrency News

Entrepreneur William Benson, Close Friend and Advisor to Billionaire Brock Pierce to Helm VirtualCons Division of Cryptocurrency and NFTs

Fintech News Desk
Michael Mota, CEO of VirtualCons, Inc. announced that entrepreneur William Benson has been named president of that company’s new Crypto Currency and NFT Division. Latest Fintech Insights: Ratul Ghosh From Uber, Joins DealShare as Chief Growth Officer “The term ‘visionary’ might have been coined to describe Mr. Benson’s forward-focused, unprecedented creative approaches......
NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform
Finance Investment Services Investments News

NFP and MoneyLion Expand Partnership, Fully Integrate NFP’s WellCents Financial Wellness Solution and Investment Portfolios with MoneyLion’s Financial Platform

Fintech News Desk
NFP’s employer clients can now offer their employees access to more financial tools and investment offerings through the MoneyLion platform NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement and individual solutions, and MoneyLion (NYSE:ML), an award-winning, data-driven, digital financial platform, announced an expansion......
Ally Financial Closes Acquisition of Credit Card Platform Fair Square Financial
Fintech News

Ally Financial Closes Acquisition of Credit Card Platform Fair Square Financial

Fintech News Desk
Ally Financial Inc. announced it has closed its acquisition of Fair Square Financial, a digital-first credit card company. Latest Fintech Insights: SEBA Bank Launches Cross Asset Platform for Actively Managed Certificates (AMCs) on Crypto and Blend Portfolios Through GenTwo Digital’s Securitization Infrastructure “The addition of Fair Square and its credit card offerings......
Carbon Zero Financial Announces Cathryn Peirce As Co-founder & CEO, Signs Visa As Payments Partner
Fintech News

Carbon Zero Financial Announces Cathryn Peirce As Co-Founder & CEO, Signs Visa As Payments Partner

Fintech News Desk
Company Will Empower Users to Fight Climate Change, Live More Sustainably and Offset Their Carbon Footprint Easily with the Carbon Zero Visa Credit Card, Set to Launch Early 2022 Carbon Zero Financial, a social impact fintech firm that will empower users of the Carbon Zero Visa credit card to automatically......
Cetera Extends Investor Acquisition Program to All Affiliated Financial Professionals based On Organic Growth Results
Fintech Investment Services Investments News

Cetera Extends Investor Acquisition Program to All Affiliated Financial Professionals based On Organic Growth Results

Fintech News Desk
Participating financial professionals eligible for full reimbursement of investment into LeadEngine acquisition program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that its investor acquisition program is expanding to all Cetera-affiliated financial professionals and that participants are eligible for reimbursement of their investment into the program.......
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