Search Results for: Financial Professionals

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
Capco and Pyramid Analytics Announce Strategic Partnership to Accelerate Decision Intelligence in Financial Services
Artificial Intelligence Fintech News

Capco and Pyramid Analytics Announce Strategic Partnership to Accelerate Decision Intelligence in Financial Services

Business Wire
by Business Wire0
Capco, the global technology and management consultancy dedicated to financial services, and Pyramid Analytics, a leading business analytics and decision intelligence platform provider, announced a partnership to help financial institutions simplify their decision-making through AI-augmented, automated, and collaborative insights. Latest Fintech Interview: Global Fintech Interview with Jim Stickley, Chief Executive......
Grant Thornton Survey: Global Sanctions Continue to Pose Significant Challenges for Financial Institutions
Compliance management News

Grant Thornton Survey: Global Sanctions Continue to Pose Significant Challenges for Financial Institutions

Business Wire
by Business Wire0
76% of financial institutions are experiencing enhanced regulatory scrutiny related to sanctions Grant Thornton LLP, one of America’s largest audit, tax and advisory firms, has released its first-ever Global Sanctions Compliance survey. The survey canvassed decision makers at nearly 300 financial institutions around the world to understand how they are responding......
FreshBooks Invites Accounting Professionals to New Accountant Hub
Finance News

FreshBooks Invites Accounting Professionals to New Accountant Hub

GlobeNewswire
by GlobeNewswire0
FreshBooks, a leading cloud-based accounting software platform built for small business owners and their accountant partners, is pleased to invite accounting professionals to try out its new Accountant Hub, a free to use portal for accountants to effortlessly add, access and manage their client’s information and accounts, all in one place.......
NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise
InsurTech News

NFP Acquires Presidio Financial Services Corporation, Expands Its Specialized Medical Malpractice Insurance Expertise

Fintech News Desk
by Fintech News Desk0
Acquisition strengthens NFP’s P&C presence in the Western US NFP, a leading property and casualty broker (P&C), benefits consultant, wealth manager and retirement plan advisor, announced it has acquired Presidio Financial Services Corporation (Presidio). Based in Westlake Village, California, Presidio is an independent insurance brokerage that provides an extensive range......
Unit21, the Risk and Compliance Infrastructure Company Helping Clients Prevent Financial Crime
Fintech News

Unit21, the Risk and Compliance Infrastructure Company Helping Clients Prevent Financial Crime

Business Wire
by Business Wire0
Financing, led by Tiger Global with participation from South Park Commons, has helped foster the growth of a collaborative community of professionals working to stop financial fraud Reports surging participation in fraud data consortium Fintech Fraud DAO, which launched last fall and covers more than 10% of adult consumer transactions......
New Research by Kroll Finds Over Two-Thirds of Global Executives and Risk Professionals Will Turn to Technology to Counter the Expected Increase in Financial Crime Risks
News Risk Management

New Research by Kroll Finds Over Two-Thirds to Counter the Expected Increase in Financial Crime Risks

Business Wire
by Business Wire0
 Increasing pressure on compliance teams reinforce the need for adoption of technologies that can drive greater efficiencies in risk management, anti-money laundering (AML), sanctions and anti-bribery and corruption programs. Kroll, the leading independent provider of global risk and financial advisory solutions, released its 2023 Fraud and Financial Crime Report which found......
Integris Creates Separate Division Servicing Community Banks, Financial Institutions Following Merger with CalTech
Banking Finance News

Integris Creates Separate Division Servicing Community Banks, Financial Institutions Following Merger with CalTech

PR Newswire
by PR Newswire0
This month, national IT Managed Service Provider, Integris, launched a new division specializing in servicing financial institutions. The Integris Financial Institution Division (Integris FID) will provide focused IT expertise for community banks, credit unions and other financial institutions who require teams dedicated to meeting increasing demands and protecting their systems.......
Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth
Finance News

Encore Financial Group Joins Advisor Group to Improve Client Experience and Accelerate Growth

PR Newswire
by PR Newswire0
Former ONESCO Firm with $340 Million in Client Assets Affiliates with Savage and Associates, One of Advisor Group’s Largest Groups Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the affiliation of Encore Financial Group (Encore) of Cheboygan, MI, through Savage and Associates (Savage), one of Advisor Group’s largest......
Accenture Invests in Parfin to Build Responsible, Compliant Web3 Infrastructure for Financial Institutions
Digital Asset Management Investment Services News

Accenture Invests in Parfin to Build Responsible, Compliant Web3 Infrastructure for Financial Institutions

Business Wire
by Business Wire0
Brazilian company is first Accenture Ventures “Project Spotlight” investment in Latin America Accenture has made a strategic investment through Accenture Ventures in Parfin, a leading provider of responsible, compliant Web3 infrastructure services to financial institutions in Latin America. Founded in 2019, with headquarters in London and Rio de Janeiro, Parfin offers digital asset......
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