Search Results for: Financial Advisor

Financial Fitness for Life Announces Partnership With LifeCents for Financial Wellness Technology
Finance Fintech News

Financial Fitness for Life Announces Partnership With LifeCents for Financial Wellness Technology

Fintech News Desk
by Fintech News Desk0
The union gives individuals access to quality, curated financial wellness guidance from leading industry experts Financial Fitness for Life (FF4L) is pleased to announce its new partnership with LifeCents to deliver customized financial wellness solutions to the American worker. By joining forces, the two companies are strengthening their efforts to improve employees’ financial......
CSBS Announces Money Transmission Modernization Act to Uniformly Modernize the State Financial Regulatory System
Banking Digital Payments Economy Featured Risk Management

CSBS Announces Money Transmission Modernization Act to Uniformly Modernize the State Financial Regulatory System

Sudipto Ghosh
by Sudipto Ghosh0
COVID-19 has greatly influenced the way money works and how consumers use banking facilities to borrow, invest, store and transfer money. The rise of AI Machine Learning, crypto and digital wallets has forced banking systems to approach federal agencies controlling financial systems in the US, asking for new reforms. And,......
Elinphant Celebrates Fifth Anniversary of Providing Specialized Compliance Solutions to Wide Range of Financial Services Companies
Fintech News

Elinphant Celebrates Fifth Anniversary of Providing Specialized Compliance Solutions to Wide Range of Financial Services Companies

Fintech News Desk
by Fintech News Desk0
Industry Veterans Virginia Harnisch, Glen Garofalo join Elinphant’s team of compliance experts CEO Elin Cherry credits Elinphant workers’ determination for firm’s successful growth during the pandemic Elinphant, the woman-owned international financial compliance consulting firm, marked its fifth anniversary, celebrating its growth from a one-person shop to a full-service operation providing......
Hello Pal Engages Maxim Group LLC for Potential NASDAQ Listing and Advisory and Investment Banking Services
Banking Investments News

Hello Pal Engages Maxim Group LLC for Potential NASDAQ Listing and Advisory and Investment Banking Services

Fintech News Desk
by Fintech News Desk0
Hello Pal International Inc., a provider of rapidly growing international live-streaming, language learning and social-crypto platform, is pleased to announce the engagement of Maxim Group LLC (“Maxim”) for general advisory and investment banking services in connection with a potential up-listing of Hello Pal’s common shares on the NASDAQ Capital Market......
World Insurance Associates Acquires Potomac Ashcraft Insurance and Financial Services
Fintech InsurTech News

World Insurance Associates Acquires Potomac Ashcraft Insurance and Financial Services

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (“WIA”), a Top 100 Insurance Brokerage, announced that it acquired Potomac Ashcraft Insurance and Financial Services (Potomac Ashcraft) of Alexandria, VA on August 1, 2021. Terms of the transaction were not disclosed. Founded in 1985, Potomac Ashcraft is a full-service insurance agency and registered investment advisor,......
Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals
Finance Fintech News

Riskalyze Expands Trading Footprint by Extending Connected Trading to 25,000+ Additional Financial Professionals

Fintech News Desk
by Fintech News Desk0
New notable networks with access to Riskalyze’s enhanced trade delivery technology Riskalyze today announced the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Fintech Solutions (“Apex”), and RBC Clearing & Custody. With Riskalyze’s innovative Connected Trading technology integrated into these platforms, more than 25,000 financial professionals with client......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”
Finance Investments News

Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”

Fintech News Desk
by Fintech News Desk0
Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the onboarding of their......
Centre Consortium Introduces Team Members Who Will Continue to Drive Global Adoption of Digital Currencies and Blockchain-Based Financial Services
Cryptocurrency Digital Digital Asset Management Fintech News

Centre Consortium Introduces Team Members Who Will Continue to Drive Global Adoption of Digital Currencies and Blockchain-Based Financial Services

Fintech News Desk
by Fintech News Desk0
World’s First Standards and Governance Consortium for Stablecoins Will Raise the Bar for Trust and Compliance During Period of Rapid Adoption Centre, the consortium founded by Circle and Coinbase to provide standards governance for USD Coin (USDC), which has become the world’s fastest growing dollar digital currency, introduced the team......
Argyle Welcomes Mortgage Industry Luminaries to Advisory Board
Banking Mortgage News

Argyle Welcomes Mortgage Industry Luminaries to Advisory Board

Fintech News Desk
by Fintech News Desk0
Cason and Coleman Bring Decades of Experience Disrupting the Mortgage Industry Argyle, the leading employment data platform that provides companies access to user-permissioned employment records in real time, announced new appointments to its Mortgage Advisory Board, comprised of influential industry executives and Argyle customers. The new Advisory Board members will be......
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