Search Results for: Financial Advisor

Neuravest Appoints Financial Analytics & AI Industry Leader Dr. Roger Stein To Further Advance Its Adaptive Ai Investment Solutions
Fintech News Risk Management

Neuravest Appoints Financial Analytics & AI Industry Leader Dr. Roger Stein To Further Advance Its Adaptive Ai Investment Solutions

Fintech News Desk
by Fintech News Desk0
Neuravest Research Inc., the cutting-edge provider of adaptive AI-driven institutional investment solutions, announced today that Dr. Roger M. Stein has joined as a Senior Advisor to provide thought leadership for the firm’s quantitative analytics and AI initiatives. Dr. Stein brings his deep expertise from over 30 years of industry experience......
BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services
Finance Fintech News

BrightPlan Expands Global Access for Total Financial Wellness Solution, Announces New Family Coverage and Services

Fintech News Desk
by Fintech News Desk0
New services include support for tax, estate planning and student loan optimization BrightPlan, a leader in Total Financial Wellness, announced that it is expanding global access for its Total Financial Wellness solution, and offering new services that further support and strengthen financial well-being not just for employees, but their entire......
Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees
Finance Fintech News

Bank of America Study Finds 95% of Employers Feel a Sense of Responsibility for Financial Wellness of Employees

Fintech News Desk
by Fintech News Desk0
More Employers Offering Financial Wellness Programs, Expanding Types of Wellness Support Bank of America announced findings from its 11th annual Workplace Benefits Report, which revealed 95% of employers feel a sense of responsibility for the financial wellness of their employees, up from 81% in 20151, and more than half (56%)......
Verit Advisors LLC Adds Associate Jen Bao
Banking Finance Investments News

Verit Advisors LLC Adds Associate Jen Bao

Fintech News Desk
by Fintech News Desk0
Verit Advisors LLC® is pleased to announce that Jen Bao has joined the firm as an Associate. Ms. Bao will focus on transaction execution including the financial analysis, valuation and modeling of ESOP, M&A, Debt Capital and Board Advisory Services for Verit’s diverse client base. John Solimine, Managing Director, added, “Jen is a great addition......
iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market
Fintech News

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market

Fintech News Desk
by Fintech News Desk0
Expands iCapital’s suite of alternative investments available to financial advisors and augments distribution capabilities Strengthens commitment to financial advisor education iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), a leading end-to-end......
Fintech : A Beginner's Guide to Financial Technology
Banking Blockchain Cryptocurrency DeFi Featured Fintech

Fintech A Beginner’s Guide To Financial Technology

Hitesh Agrawal
by Hitesh Agrawal0
Each one of you might be a part of a game-changing finance experience when you pay for online shopping from a mobile device or receive money instantly in your bank account from an application. Traditional banking had many barriers of slow operating systems, waiting in long queues, and other similar......
AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises
Digital Payments Fintech News

AdvicePay Announces Major Enhancements to Automate the Entire Fee-for-Service Financial Planning Process for Enterprises

Fintech News Desk
by Fintech News Desk0
“Last mile” platform integrations enable enterprises to compliantly unify and automate fee-for-service financial planning compliance, billing, and payment processes AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of significant workflow automation enhancements which will empower enterprises to compliantly manage the entire fee-for-service financial planning engagement......
10x1000 Launches “Flex” Fintech Program with Partners Worldwide to Bridge Global Digital Skills Gap and Drive Financial Inclusion
Fintech News

10×1000 Launches “Flex” Fintech Program with Partners Worldwide to Bridge Global Digital Skills Gap and Drive Financial Inclusion

Fintech News Desk
by Fintech News Desk0
Fintech training platform 10×1000 Tech for Inclusion announced that it will deepen its collaborations with partners worldwide, working with leading global organizations, tech investors, and industry organizations to offer a program that enables aspiring practitioners to learn from global experts at their own pace. “I am excited that learners from......
Atos To Create Center Of Excellence To Accelerate Digital Transformation In The Financial Services Industry
Fintech News

Atos To Create Center Of Excellence To Accelerate Digital Transformation In The Financial Services Industry

Fintech News Desk
by Fintech News Desk0
Collaboration to help clients speed modernization with IBM Cloud for Financial Services Atos and IBM announced plans to further expand their global relationship to help banks and insurance companies address their increased security and regulatory compliance demands when moving their workloads and applications to the cloud. With the goal of......
Crayhill Renewables and Exelon Power Services Launch Generation Management and Developer Financial Services Platform
Fintech News

Crayhill Renewables and Exelon Power Services Launch Generation Management and Developer Financial Services Platform

Fintech News Desk
by Fintech News Desk0
Integrated generation management and financial services platform combines project financing and generation together into a single offering Crayhill Renewables, the Nashville-based renewables affiliate of Crayhill Capital Management, and Exelon Generation Company, LLC, doing business as Exelon Power Services, operator of more than 30 gigawatts of generation assets, announced a comprehensive lifecycle......
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