Search Results for: Financial Professionals

OceanFirst Financial Announces Acquisition of Trident Abstract Title Agency
Banking News

OceanFirst Financial Announces Acquisition of Trident Abstract Title Agency

Fintech News Desk
by Fintech News Desk0
OceanFirst Financial Corp., the holding company for OceanFirst Bank N.A., announced the Company has signed an agreement to acquire a majority interest in Trident Abstract Title Agency, LLC with the right to acquire 100%. The transaction is expected to close on March 1, 2022. Upon closing, Trident will operate as......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform
Finance News

Advisor Group Successfully Recruits Four Financial Advisors With Assets Totaling More Than $231.5 Million To Its Platform

Fintech News Desk
by Fintech News Desk0
Ohio, New York and Wisconsin-Based Advisors Join Advisor Group Through Its Member Firm SagePoint Financial and Affiliated OSJs Advisor Group, the nation’s largest network of independent wealth management firms, announced the successful recruitment of four financial advisors who collectively oversee more than $231.5 million in total assets. Latest Fintech Insights: Macquarie Global......
How to Ensure Data Security in Fintech and Financial Services
Fintech News

No Hackers Allowed: How to Ensure Data Security in Fintech and Financial Services

Fintech News Desk
by Fintech News Desk0
What are the core data security challenges in Fintech and financial services? In this Data Hunters discussion with Paras Shah, founder and CEO of LAMR Group, we discover that it’s about matching the needs of the business with the right security strategy Fintech, or financial technology, has revolutionized the way......
TAG Financial Institutions Group Announces The Promotion Of Katherine Derrenberger, The Hiring Of Rachel Wender, And The Appointment Of Raymond Neff
Finance News

TAG Financial Institutions Group Announces The Promotion Of Katherine Derrenberger, The Hiring Of Rachel Wender, And The Appointment Of Raymond Neff

Fintech News Desk
by Fintech News Desk0
In a series of moves to support its growth initiatives, TAG Financial Institutions Group, LLC promoted Katherine Derrenberger to Director, hired Rachel Wender as Managing Director and appointed Ray Neff to its advisory board of its newly formed subsidiary, TAG Capital Solutions Group, LLC. Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In......
CornerCap Adds Financial Advisor Ian Clemens To Growing Team
Finance Fintech News

CornerCap Adds Financial Advisor Ian Clemens To Growing Team

Fintech News Desk
by Fintech News Desk0
Wealth Advisory Firm Offers Unique Focus on Xennials as Group Reaches Key Financial Milestone CornerCap Wealth Advisors announced the addition of Ian Clemens to the financial services company’s expanding team. As the company’s newest Wealth Strategist, Ian Clemens brings new focus on the Xennial microgeneration, whose members are now reaching key financial milestones......
Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning
Finance News

Kestra Financial Partners With AdvicePay to Launch Fee-for-Service Financial Planning

Fintech News Desk
by Fintech News Desk0
Enterprise solution from AdvicePay will enable Kestra Financial to support the fee-for-service financial planning process for its financial professionals AdvicePay, the leading fee-payment-processing platform designed exclusively for financial professionals, announced that Kestra Financial has selected AdvicePay’s Enterprise platform to further its commitment to empower financial professionals’ success and expand its integrated......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Fintech News

Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training

Fintech News Desk
by Fintech News Desk0
Cannon set to offer both in person and online training in collaboration with Broadridge Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary® (AIF®) instruction......
Laurel Road Brings on Financial Therapist to Strengthen 'Mental Wealth' Initiatives
Finance News

Laurel Road Brings on Financial Therapist to Strengthen ‘Mental Wealth’ Initiatives

Fintech News Desk
by Fintech News Desk0
Aja Evans, LMHC, to support members at the intersection of mental health and financial wellbeing Laurel Road, a digital banking platform of KeyBank with specialized offerings for healthcare and business professionals, announced it has engaged Aja Evans, a licensed mental health counselor (LMHC) based in New York City, as a Financial......
1