Search Results for: Financial Professionals

Wealthspire Advisors to Acquire Sage Financial Advisors
Finance News

Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Acquisition expands Wealthspire’s presence in the West Wealthspire Advisors LLC, an NFP company and independent investment adviser, announced a signed agreement to purchase Sage Financial Advisors, Inc., a Nevada-based registered investment advisor (RIA). Sage manages approximately $194 million in assets* and maintains an office in Reno. “They’ve built a strong......
AYLIEN Makes Waves With Trailblazing Financial Services Innovation
News Risk Management

AYLIEN Makes Waves With Trailblazing Financial Services Innovation

Fintech News Desk
by Fintech News Desk0
Irish startup’s flagship risk monitoring application for new marketplace platform sends ripples through the Risk Tech space AYLIEN, the award-winning news intelligence startup has unveiled a pioneering breakthrough in financial services risk management which will send innovation shockwaves through the sector. AYLIEN’s Risk Signals application has been selected as one of......
Charles River Associates Expands Its Financial Markets Practice
Finance News

Charles River Associates Expands Its Financial Markets Practice

Fintech News Desk
by Fintech News Desk0
Charles River Associates, a worldwide leader in providing economic, financial and management consulting services, announced that Ozgur B. Kan has joined CRA’s Financial Markets Practice as a vice president in the Company’s New York office. “As a recognized expert who has provided written and oral testimony and expert advice in numerous......
43% Of Property Professionals Ignore Rising Threat of Money Laundering Fines
Finance Fintech News

43 Percent Of Property Professionals Ignore Rising Threat of Money Laundering Fines

Fintech News Desk
by Fintech News Desk0
Training staff on the latest regulations identified as weakest part of anti-money laundering process Almost half (43%) of property professionals are not improving their anti-money laundering (AML) processes because they either don’t care or don’t think they will get fined. That’s according to a survey from anti-money laundering tech scaleup, First......
RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions
Business Finance News

RelPro Partners with Zennify to Streamline Deployment of Business Development & CRM Solutions for Financial Institutions

Fintech News Desk
by Fintech News Desk0
RelPro’s SaaS & Data platforms combine with Zennify’s experienced CRM consultants to deliver client growth, retention & operating efficiencies for financial institutions RelPro, the fast-growing business development and relationship management solution for Financial Services professionals, announced a new partnership with Zennify, a leading technology consulting firm supporting financial institutions to......
BankiFi and MX Partner to Enable Data Sharing and Account Connectivity for Financial Institutions Serving SMB Customers
Banking Finance News

BankiFi and MX Partner to Enable Data Sharing and Account Connectivity for Financial Institutions Serving SMB Customers

Fintech News Desk
by Fintech News Desk0
Integration enables SMBs to aggregate multiple financial accounts for comprehensive view of financial data and better money management BankiFi, a leading provider of embedded banking solutions, has partnered with MX Technologies, Inc., a leader in open finance, to enable secure data sharing and account connectivity for businesses using BankiFi’s platform. Through......
ComplyAdvantage Launches Customer Onboarding Training Program for Compliance Professionals
Compliance management Finance News

ComplyAdvantage Launches Customer Onboarding Training Program for Compliance Professionals

Fintech News Desk
by Fintech News Desk0
Produced with Dr. Martin Navias, Senior Visiting Research Fellow at King’s College London, the five-part series provides best-practice guidance on the critical role of compliance in customer onboarding ComplyAdvantage, a global data technology company transforming financial crime risk detection, announces a training program designed to help compliance teams navigate potential threats when......
ACAMS Launches CCAS Certification to Fight Financial Crime Across the Cryptoasset Sector
Blockchain News

ACAMS Launches CCAS Certification to Fight Financial Crime Across the Cryptoasset Sector

Fintech News Desk
by Fintech News Desk0
The new AFC crypto certification offers roadmap on reducing illicit-finance risks for banks and non-bank institutions As part of its efforts to mitigate the illicit-finance risks associated with blockchain technology, ACAMS is launching a new training certification for anti-financial crime (AFC) professionals engaged with the virtual-asset sector: the Certified Cryptoasset......
Finance News

RBC Wealth Management Working to Make Financial Services More Inclusive, Joins Financial Alliance for Racial Equity

Fintech News Desk
by Fintech News Desk0
RBC Wealth Management – U.S. is committed to bringing more diversity to financial services. That’s why the firm is excited to join in activities with the Financial Alliance for Racial Equity (FARE) coalition. RBC Wealth Management fully supports the FARE mission to unite financial services firms, historically Black colleges and......
News Technology

Embilyâ„¢ Announces Metaverse-Integrated Financial Ecosystem

Fintech News Desk
by Fintech News Desk0
Embily is confirmed to present its new native metaverse-integrated financial ecosystem this November at this year’s Financial Summit, in Bali. The company will be represented by founder Alex Bychkov, who will expand on the project’s transformation into a global financial crypto ecosystem. In addition to this, Bychkov will unveil new......
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