Search Results for: Financial Management

Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
LendingPoint Launches Personal Financial Health and Management Tool
Lending News

LendingPoint Launches Personal Financial Health and Management Tool

Business Wire
by Business Wire0
In honor of National Financial Awareness Day, new personal finance tool available to all LendingPoint customers via mobile app LendingPoint, the AI-driven CreditTech platform that provides one-stop financing solutions for consumers, e-commerce and point of sale partners, and lending institutions, announced the release of their personal financial health and management......
How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations
Banking Finance Fintech Guest Posts

How Fintech Advancements Streamline Financial Processes and Empower Money Management Across Generations

Timothy Rooney
by Timothy Rooney0
Fintech truly caters to our evolving needs in the digital era. Whether we necessitate enhanced accessibility, efficiency, lower costs, greater security, better financial literacy and economic growth, fintech innovation helps democratize financial services, improve convenience and drive our digital transformation. Technological advances have revolutionized countless industries — and the banking......
LPL Financial Welcomes Blue Sky Wealth Management
Finance Fintech News

LPL Financial Welcomes Blue Sky Wealth Management

GlobeNewswire
by GlobeNewswire0
LPL Financial LLC announced that financial advisors Joe Di Biasi and Greg McElheny, along with the team at Blue Sky Wealth Management, have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having served approximately $275 million in advisory, brokerage and retirement plan assets*, and join LPL from Woodbury,......
Sigma Strengthens Product Leadership to Drive Next Generation Financial Crime Risk Management
News Risk Management

Sigma Strengthens Product Leadership to Drive Next Generation Financial Crime Risk Management

PR Newswire
by PR Newswire0
Karim Rajwani joins as Sigma’s Chief Product Officer to accelerate product roadmap and vision after a career in senior financial crime risk management roles at the world’s leading institutions Sigma Ratings, the AI-driven financial risk screening and monitoring platform with best-in-class entity resolution for compliant commercial relationships, announced that Karim Rajwani will join......
How Financial Technology is Shaping Trading and Asset Management ? - GITEX AFRICA 2023
Fintech News Trading

How Financial Technology is Shaping Trading and Asset Management ? – GITEX AFRICA 2023

Fintech News Desk
by Fintech News Desk0
Fintech has revolutionized the way financial institutions manage financial assets, helping them tackle major challenges that arise on a daily basis Under the High Patronage of His Majesty King Mohammed VI, GITEX AFRICA 2023, from May 31 to June 2, 2023 in Marrakech, the largest Tech & Startup event on......
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool
Artificial Intelligence News

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Bullish on AI as Financial Advisor Tool

Business Wire
by Business Wire0
Wide majority believe AI will be an investing and trading game changer and will help Financial Advisors better serve clients Morgan Stanley Wealth Management announced results from its quarterly individual investor pulse survey. The results reveal insights into how investors view Artificial Intelligence (AI) and possible investing use cases: “Our......
IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts
Fintech News

IIT Kanpur’s eMasters Degree Program in Financial Technology and Management to Groom Fintech Experts

PR Newswire
by PR Newswire0
The rapid evolution of FinTech, fueled by increasing availability of digital platforms, big data, artificial intelligence (AI), and blockchain technology, is transforming the traditional finance industry. This transformation is enabling innovative ways of accessing finances in sectors such as banking, payments, insurance, and investments. Some estimates suggest that the global FinTech......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired......
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