Search Results for: Financial Group

The Gershman Group Partners with LPL's New PWM Platform
Fintech News

The Gershman Group Partners with LPL’s New PWM Platform

PR Newswire
by PR Newswire0
The new platform, blending independence with employee benefits, represents a game-changer in the industry, positioning LPL as a formidable competitor against the likes of UBS, Morgan Stanley, and Merrill Lynch. Roger Gershman of The Gershman Group who is known to represent the who’s-who of elite advisors for both banks and independents believes LPL’s launch......
Women Money Myths are the Subject of a New eBook from The Humphreys Group
Finance News

Women Money Myths are the Subject of a New eBook from The Humphreys Group

PR Newswire
by PR Newswire0
The eBook, “Rewriting the Rules: Telling Truths about Women and Money,” second edition is now available. The Humphreys Group is delighted to announce the release of the second edition of its groundbreaking eBook, “Rewriting the Rules: Telling Truths about Women and Money.”  This insightful guide challenges traditional norms. We question......
FinTech Leader 100GROUP's Commitment to Local Businesses Shines at the Chamber of Commerce March BASH
Fintech News

FinTech Leader 100GROUP’s Commitment to Local Businesses Shines at the Chamber of Commerce March BASH

PR Newswire
by PR Newswire0
The event took place at 100GROUP’s office located downtown Grand Haven, drawing in a diverse group of business professionals keen on strengthening their networks and discovering new opportunities. In a vibrant gathering that showcased the strength and spirit of the local business community, 100GROUP Michigan hosted the March BASH event in collaboration......
Latest Data Released from Nationwide Financial Literacy Test and Average Score Remains Below Passing
Fintech News

Latest Data Released from Nationwide Financial Literacy Test and Average Score Remains Below Passing

PR Newswire
by PR Newswire0
The National Financial Educators Council (NFEC) has released the latest annual data from its National Financial Literacy Test, a 30-question assessment that measures people’s capabilities across 10 key money management areas. The NFEC has carried out this research since 2014 to characterize the status of financial wellness across the U.S.......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
by PR Newswire0
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
Ascent Secures Venture Funding to Modernize Underwriting Infrastructure and Deliver Financial Portability
Fintech Funding News

Ascent Secures Venture Funding to Modernize Underwriting Infrastructure and Deliver Financial Portability

PR Newswire
by PR Newswire0
The round was led by Foundation Capital, TruStage Ventures Discovery Fund, Alloy Labs, Reseda Group, and other investors. Ascent Platform Corporation, the leader in financial portability solutions for banks and credit unions, announced that it has successfully raised $5.3 million in venture funding. The round was led by Foundation Capital, TruStage Ventures Discovery......
NurExones Strategic Update Submission of OTCQB Listing Application to Initiate US financial presence
Investment Services News

Nurexone’s Strategic Update: Submission of OTCQB Listing Application to Initiate US Financial Presence

GlobeNewswire
by GlobeNewswire0
NurExone Biologic, a pioneering biopharmaceutical company, developing regenerative medicine therapies, announces its intention to broaden its market reach through a recently filed application for listing on the OTCQB Venture Market (the “OTCQB”) in the United States. Listing on the OTCQB is subject to approval of the OTC Markets Group. The......
Athens Exchange Group Selects Sui for Blockchain Book Building
Blockchain News

Athens Exchange Group Selects Sui for Blockchain Book Building

PR Newswire
by PR Newswire0
Greek National Stock Exchange becomes the first to partner with a Layer 1. Athens Exchange Group, the Greek stock exchange referred to as ATHEX, announced their selection of Mysten Labs as their partner to evaluate the technical capability of upgrading its Electronic Book Building (EBB) to a distributed ledger technology......
BILL Survey Finds 85% of SMBs Are Enthusiastic About Using AI in Financial Operations
Artificial Intelligence Finance Fintech

The BILL 2024 State of Financial Automation Report Released

Fintech News Desk
by Fintech News Desk0
The survey results demonstrate that SMBs believe innovative technology such as AI and automation have beneficial capabilities for their financial operations.  BILL, a financial operations platform for small and midsize businesses (SMBs), unveiled The BILL 2024 State of Financial Automation Report which provides an in-depth look at emerging trends in......
GAIM Ops Cayman Explores the State of Alternative Investment Operations with Top Government Officials, Regulatory Agencies, Legal, Fintech and Financial Firm Leaders
Investment Services News

GAIM Ops Cayman Explores the State of Alternative Investment Operations with Top Government Officials, Regulatory Agencies, Legal, Fintech and Financial Firm Leaders

PR Newswire
by PR Newswire0
The event begins April 14 through 17, 2024 at the Ritz-Carlton, Grand Cayman. More than 700 c-suite executives, managing directors, top government officials and senior professionals shaping the alternative investment operations are expected at this year’s GAIM Ops Cayman in Grand Cayman to discuss operations, legal issues, security, AI, tech, and due diligence. The curated......
1