Search Results for: Financial Professionals

KeyPoint Credit Union Welcomes New Chief Financial Officer
Finance News

KeyPoint Credit Union Welcomes New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Industry Veteran John Caladim Joins San Jose-based KeyPoint KeyPoint Credit Union, one of the largest Credit Unions in California, named John Caladim as its new Chief Financial Officer. Most recently, Caladim was Vice President of Finance at Travis Credit Union, a $4.7 billion-asset credit union. Brad Canfield, President and CEO of KeyPoint, said, “After an......
Launch of the Global Institute of Credit Professionals
Fintech News

Launch of the Global Institute of Credit Professionals

Fintech News Desk
by Fintech News Desk0
The Global Institute of Credit Professionals (GICP) has launched with the aim of becoming the preeminent industry body for credit professionals. It will enhance professional skills for credit market participants through its new flagship professional qualification, the Global Credit Certificate. “The Global Credit Certificate aims to set a new global......
Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the "S" in ESG
Analytics Fintech News

Syndio Partners with Broadridge for Pay Equity as Financial Services Sector Looks to Deliver on the “S” in ESG

Fintech News Desk
by Fintech News Desk0
Global Fintech leader will employ Syndio’s analytics platform to better measure, achieve and prove meaningful and lasting equity in the workplace Syndio, the world’s leading workplace equity analytics platform, announced a new partnership with global Fintech leader, Broadridge Financial Solutions. The company is employing Syndio’s technology to better enable the critical......
The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
by Fintech News Desk0
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
Finance News

Global Financial Leaders Interested To Attend 16th Asian Financial Forum

Fintech Staff Writer
by Fintech Staff Writer0
The popular AFF Deal Flow Matchmaking Session, jointly organised by the HKTDC and the Hong Kong Venture Capital and Private Equity Association, will provide investment matching services in hybrid format. The first two days of matchmaking meetings (11 and 12 January) will allow participants to meet at the physical Forum......
Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services
Finance News

Wescom Financial Services Announces Transition of Broker-Dealer Services to CUSO Financial Services

Fintech News Desk
by Fintech News Desk0
Nearly $6 billion credit union continues to grow personalized and innovative wealth management services for its members through partnership with CFS CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, and Wescom Credit Union (Wescom) announced that Wescom Financial Services (WFS) will transition its broker-dealer services to CFS under a dual program......
Artificial Intelligence B2B News

NVIDIA And Deutsche Bank Embraces AI In Financial Services

Fintech Staff Writer
by Fintech Staff Writer0
Deutsche Bank entered into a partnership with NVIDIA to accelerate the use of AI and machine learning in the financial services sector. Deutsche Bank and NVIDIA have been focusing on three potential parameters with a multi-year vision to expand this to over a hundred, which the companies are exploring. With......
Finastra Survey Shows US Financial Institutions Consider Open Banking Essential, With a New Focus On Shared Data
Banking Finance News

Finastra Survey Shows US Financial Institutions Consider Open Banking Essential, With a New Focus On Shared Data

Fintech News Desk
by Fintech News Desk0
56% of US respondents regard open finance as a ‘must have’, up from 45% in 2021, with 82% believing that shared data and infrastructure will become a key part of the strategy for the move to Open Banking and Finance Finastra research reveals that views on Open Banking in the United States have......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
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