Search Results for: Financial Group

Lincoln Financial Group Promotes Talent and Employee Experience Leaders to Support Long-Term People Strategy
Finance News

Lincoln Financial Group Promotes Talent and Employee Experience Leaders to Support Long-Term People Strategy

Fintech News Desk
by Fintech News Desk0
Kate Feather and Michael Kellar join the company’s Corporate Leadership Group in newly created roles. Lincoln Financial Group recently announced two promotions and appointments to its Corporate Leadership Group, which comprises Lincoln’s top executive leaders, from the Human Resources organization, led by Jen Warne, Executive Vice President and Chief People......
XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint
Investment Services News

XML Financial Group Completes Merger with Pennsylvania Wealth Advisor, Expands Mid-Atlantic Footprint

Fintech News Desk
by Fintech News Desk0
XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, today announced it has completed its merger with Samson Wealth Management Group, a wealth management practice in Fort Washington, Pennsylvania. Latest Fintech News: New Workflows in Pega Smart Dispute Help Banks Handle the Evolving Payment Landscape The deal, which took......
Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services
News Security

Saxon Financial Group Selects Entreda To Deliver Comprehensive Cybersecurity Services

Fintech Analyst
by Fintech Analyst0
Entreda’s All-In-One Monitoring and Protection Program To Enhance Network Security For Texas-Based RIA Entreda, an award-winning developer of integrated cybersecurity compliance software and solutions for the wealth management and insurance industries, today announced that Houston, Texas-based Saxon Financial Group, which oversees $440 million in client assets, has elected Entreda to provide their 18......
CNO Financial Group Names Adam Auvil Vice President, Investor Relations and Sustainability
Finance News

CNO Financial Group Names Adam Auvil Vice President, Investor Relations and Sustainability

Fintech News Desk
by Fintech News Desk0
CNO Financial Group, Inc. announced that Adam Auvil has been appointed as vice president, investor relations and sustainability. Latest Fintech News: HashCash Offers Crypto Exchange Software to a Brazilian Financial Powerhouse In his role, Auvil will be responsible for overseeing CNO’s relations with analysts, investors, and rating agencies. “We are excited to have......
Dinosaur Financial Group Appoints Mitchell Harris Chief Operating Officer
Finance News

Dinosaur Financial Group Appoints Mitchell Harris Chief Operating Officer

Fintech News Desk
by Fintech News Desk0
Dinosaur Financial Group a New York-based institutional brokerage firm, announced that Mitchell Harris, an accomplished Wall Street executive, has been appointed Chief Operating Officer (COO), a new position within Dinosaur. Following his distinguished thirty-year career reflecting leadership roles at JP Morgan Chase, Prudential Securities and Deutsche Bank, Mitchell Harris will focus on......
Bully Max Wins More Chargebacks Thanks to Partnership with Chargeflow
Finance News

Hetland Team Affiliates with Bleakley Financial Group, Launches Bleakley Financial Twin Cities

Fintech News Desk
by Fintech News Desk0
Twenty-year industry veteran advisor Julie Hetland, CFP, ChFC, CLU, CASL and her husband Jason Hetland, MBA, CEPA have affiliated their wealth management practice with Bleakley Financial Group and established a new office in Minneapolis, MN under the name Bleakley Financial – Twin Cities. Latest Fintech News: MRHB continues to Lead with World’s First Halal DeFi Solutions......
Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers
Finance News

Insigneo Financial Group, Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment Led by Bain Capital Credit and J.C. Flowers

Fintech News Desk
by Fintech News Desk0
Capital Raise to Support Company’s Continued Growth and Expansion Insigneo Financial Group, a fast-growing independent wealth management platform catering to international advisors and clients, announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant minority investment of $100 million in......
MA Financial Group scales investments with ICS ATHENA
Investments News

MA Financial Group scales Investments with ICS ATHENA

Fintech News Desk
by Fintech News Desk0
Investment Control Systems (ICS), announced that MA Financial Group will be implementing ICS ATHENA. MA Asset Management division will be leveraging the cloud-based solution to move to a single source of truth for all its investment data. This will support a number of functions including maintaining multiple books of records,......
E42 Launches AI Co-workers Developed by Finance Tech Unlimited and MonAmI
InsurTech News

Breeze Partners With Principal Financial Group to Expand Its Online Disability Insurance Platform

Fintech News Desk
by Fintech News Desk0
Breeze API provides distributors the ability to offer Principal® individual disability insurance digitally. Breeze, the Omaha-based insurtech company that’s simplifying how disability and critical illness insurance are distributed, announced today the addition of the individual disability insurance product from Principal Financial Group® to their portfolio. Latest Fintech News: Natixis Corporate & Investment Banking......
Zhong Yang Financial Group Limited Announces Closing of $25,000,000 Initial Public Offering
Finance News

Zhong Yang Financial Group Limited Announces Closing of $25,000,000 Initial Public Offering

Fintech News Desk
by Fintech News Desk0
 Zhong Yang Financial Group Limited a fast-growing online brokerage firm located in Hong Kong specializing in the trading of local and foreign equities, futures, options products and other financial services, today announced the closing of its initial public offering (the “Offering”) of 5,000,000 ordinary shares (the “Ordinary Shares”) at a......
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