Search Results for: Financial Advisor

Financial Institutions Prepare for the Aftermath of the Pandemic
Digital Payments Fintech News

Financial Institutions Prepare for the Aftermath of the Pandemic

Fintech News Desk
by Fintech News Desk0
Institutions to reevaluate, rebuild operational models for remainder of 2021 and into 2022 SRM (Strategic Resource Management), an independent advisory firm serving financial institutions and other key industries, shares commentary on the top trends it has seen impact banks and credit unions so far this year and predictions for what’s......
Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business
Banking Investments News

Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business

Fintech News Desk
by Fintech News Desk0
Chris van Wyk to Join Bacchus Capital as Managing Director and Head of Technology Investment Banking Advisory Bacchus Capital, the London-based Merchant and Ventures Investment Bank, is pleased to announce the launch of its Technology Investment Banking and Ventures business, to be led by Chris van Wyk, who joins as Managing Director......
Exencial Wealth Advisors Partners with First United Bank
Fintech News

Exencial Wealth Advisors Partners with First United Bank

Fintech News Desk
by Fintech News Desk0
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients Leading independent wealth management firm Exencial Wealth Advisors (Exencial) announces its partnership with First United Bank (First United), a Spend Life Wisely Company® and one of the nation’s premier financial institutions, which......
Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models
Fintech Investments News

Altruist Expands Model Marketplace, Integrates BlackRock, Redwood Investment Management, and State Street Global Advisors Models

Fintech News Desk
by Fintech News Desk0
– Addition Of Marquee Brands Underscores Altruist’s Commitment To Providing Quality Choices For Independent Advisors – BlackRock’s Target Allocation ESG Now Available As The First Sustainability Models Offered Via Altruist’s Model Marketplace – With Altruist, Independent Advisors Can Open And Fund Accounts, Invest, Manage, Report And Bill All In One......
Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners
Fintech Investments News Risk Management

Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Genstar Capital (“Genstar”), a leading private equity firm focused on investments in targeted segments of the financial services, healthcare, industrials, and software industries, announced the signing of a definitive agreement to acquire a majority stake in Foreside Financial Group, LLC (“Foreside” or “Company”) from Lovell Minnick Partners (“LMP”). Foreside provides......
FDCTech to Launch Simplified and Gamified Condor Stocks & ETFs App for Stocks, ETFs, and Other High-Growth Financial Securities
Fintech News

FDCTech to Launch Simplified and Gamified Condor Stocks & ETFs App for Stocks, ETFs, and Other High-Growth Financial Securities

Chandni Maske
by Chandni Maske0
Despite the impact of the recent pandemic, the financial markets have witnessed growth in private sector wealth and trading activities due to government spending, low–interest rate, growing retail participation, the democratization of investing and information, and the adoption of digital assets. FDCTech, Inc., a fully integrated financial technology company with a full suite of digital financial services solutions, announced that it expects to launch the Condor Stocks &......
MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor
Fintech Investments News

MoneyRates Shares 10 Steps to Take When Choosing a Robo-Advisor

Fintech News Desk
by Fintech News Desk0
Human advice on automated wealth managers Robots already vacuum homes and carry medical supplies in hospitals, so why shouldn’t consumers consider them to help manage their money? The financial comparison site MoneyRates.com breaks down the steps consumers can take to choose a robo-advisor before they make the leap to automation in What is......
Crypto Custodian Brane Capital Bolsters Internal Regulatory Compliance Expertise, Welcomes Dan Bowering as Senior Compliance Advisor
Banking Fintech News Risk Management

Crypto Custodian Brane Capital Bolsters Internal Regulatory Compliance Expertise, Welcomes Dan Bowering as Senior Compliance Advisor

Fintech News Desk
by Fintech News Desk0
Brane Inc., a leading cryptocurrency custodian, announced that Dan Bowering has joined its leadership team as Senior Compliance Advisor, bringing over 30 years of experience in regulatory compliance. Bowering has been working with Brane’s risk management and custody operations team on a consulting basis since early 2021, contributing his expertise and......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
by Fintech News Desk0
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
IDBI Intech Ltd., India's leading Digital Banking Transformation Player Announces Partnership With Lemon Advisors UK Ltd., to Expand Into Southeast Asia, Japan, Australia, UK & EU
Banking Digital Fintech Mobile Banking News

IDBI Intech Ltd., India’s leading Digital Banking Transformation Player Announces Partnership With Lemon Advisors UK Ltd., to Expand Into Southeast Asia, Japan, Australia, UK & EU

Fintech News Desk
by Fintech News Desk0
India’s leading Digital Banking Technology Transformation company, IDBI Intech Ltd., announced a strategic partnership with one of UK’s most definitive technology advisory firms, Lemon Advisors UK Ltd., to extend their Fintech products and services for the Banking & Financial Services Sector to new global markets. Some of the standard global technology......
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