Search Results for: Financial Professionals

Altafid Launches First Fiduciary Financial Services Marketplace
Finance News

Altafid Launches First Fiduciary Financial Services Marketplace

Fintech News Desk
State-of-the-art digital platform provides direct access to a wide range of financial services from best-in-class global institutions, building a marketplace where different industry players, from custodians to financial planners, interact Firm’s proprietary technology enables greater access, lower fees, and broader availability of products and services for the world’s growing investor......
Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations
Finance News

Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations

Fintech News Desk
Financial communications boutique brings together approximately 250 financial market specialists in more than 25 cities and 15 countries Edelman announced the global launch of Edelman Smithfield, a financial communications boutique that specializes in the financial markets and strategic situations, serving clients in the United States, EMEA, Asia and beyond. The......
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
Fintech News

Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds

Fintech News Desk
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts Investing in technology to better optimize data and modernize data management are the top priorities for financial services firms according to new research by global Fintech leader, Broadridge Financial......
The Richards Group Expands Financial Protection Offerings With Pendella Partnership
Finance News Security

The Richards Group Expands Financial Protection Offerings With Pendella Partnership

Fintech News Desk
Pendella Technologies, a fast-growing technology company on a mission to take the bias out of life insurance, and financial services firm The Richards Group (TRG) announced a strategic partnership that will expand the availability of life and disability insurance to thousands of individuals in the Northeast. Latest Fintech News: Passport Parking......
NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners
Finance News

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners

Fintech News Desk
The Simplicity Group (“Simplicity”) announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement with LifePro marks......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Expel Names Rick Hasselman as Chief Financial Officer
Finance News

Expel Names Rick Hasselman as Chief Financial Officer

Fintech News Desk
Finance Leader with Nearly 30 Years of Experience in Tech Organizations Joins Expel to Help Fuel Growth Expel, the managed security provider that aims to make security easy to understand, use and improve, announced the addition of Rick Hasselman to the leadership team as the company’s Chief Financial Officer (CFO).......
Encap Investments, L.P., Independent Financial, Hilltop Residential Join Village Towers
Finance News

Encap Investments, L.P., Independent Financial, Hilltop Residential Join Village Towers

Fintech News Desk
Moody National Companies is pleased to announce that Hilltop Residential will be joining the Village Towers development at Bunker Hill and I-10. Hilltop Residential, a real estate investment firm specializing in the Multifamily space, will occupy 10,760 square feet on the fifth floor of Tower II, with their lease commencing November......
Roostify Appoints Financial Services Veteran Nadia Aziz as New Chief Operating Officer
Lending News

Roostify Appoints Financial Services Veteran Nadia Aziz as New Chief Operating Officer

Fintech News Desk
Aziz to further Roostify’s mission in simplifying the home lending experience for both lenders and borrowers by strengthening the delivery of digital and configurable tools and services Roostify, a leading mortgage, and home equity lending technology provider, is pleased to announce that financial services and fintech industry veteran Nadia Aziz has joined......
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