Search Results for: Financial Professionals

Survey Finds Great Resignation Continues as Women Seek New Jobs with Higher Income to Compensate for Financial Setbacks Caused by Covid Pandemic
Analytics News

Survey Finds Great Resignation Continues as Women Seek New Jobs with Higher Income to Compensate for Financial Setbacks Caused by Covid Pandemic

Fintech News Desk
by Fintech News Desk0
Women plan to ask for a raise in 2022 (54%) or leave current job for higher pay (68%) Two years after the Covid pandemic first disrupted daily life in the United States, women are continuing to see a significant impact on their lives, particularly via financial barriers and workplace hurdles. According......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
VersaBank Appoints Financial Crime Prevention Expert and Advocate Veteran Garry Clement
Banking News

VersaBank Appoints Financial Crime Prevention Expert and Advocate Veteran Garry Clement

Fintech News Desk
by Fintech News Desk0
VersaBank announced it has appointed financial crime prevention expert and advocate, Garry W. G. Clement, to the position of Chief Anti-Money Laundering Officer (“CAMLO”). Mr. Clement is an internationally recognized expert in the areas of money laundering, white-collar crime, organized crime and detection of suspicious activity, including cyber-crime. He brings to VersaBank more......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services
Finance Fintech News

Latest Future Proof Festival Speaker Lineup Release Furthers Efforts Toward Equity in Financial Services

Fintech News Desk
by Fintech News Desk0
Future Proof’s Changing Faces of Wealth initiative amplifies the voices of underrepresented creators, entrepreneurs, and financial professionals -Advisor Circle, a product and content studio for the financial services industry, continues its celebration of Future Proof Festival’s Changing Faces of Wealth initiative by unveiling its next set of dynamic speakers committed to leveling the......
Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
by Fintech News Desk0
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
FinancialForce Broadens C-Suite, Appoints Todd Kisaberth as Chief Customer Officer
B2B News

FinancialForce Broadens C-Suite, Appoints Todd Kisaberth as Chief Customer Officer

Fintech News Desk
by Fintech News Desk0
FinancialForce, the leading provider of customer-centric business applications across finance, services, and customer success teams, announced the appointment of Todd Kisaberth as Chief Customer Officer reporting to CEO Scott Brown. Kisaberth has over 20 years of experience serving in executive leadership roles in global B2B technology companies. He will lead......
NAIFA Announces RISE, a New Program for Managers of Financial Services Firms
Finance News

NAIFA Announces RISE, a New Program for Managers of Financial Services Firms

Fintech News Desk
by Fintech News Desk0
The RISE program is designed to support firm and agency managers in creating a high-performance culture that attracts and retains top talent The National Association of Insurance and Financial Advisors (NAIFA) announced the availability of a new virtual program from its Business Performance Center called RISE. The RISE program was developed......
The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics
Analytics Finance News

The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics

Fintech News Desk
by Fintech News Desk0
The Financial Services Network (The Network) is delighted to announce that Joel Gourdin has joined their team as the newly minted Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics The Financial......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
by Fintech News Desk0
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
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